josh

Cofounder Kunik. Help orgs build their people & performance 1 convo at a time. Cooking, podcasts, naps on beach are few of my fav things

[josh @JhorowitJosh]

Curious what’s driving talent out your door? (Hint: it’s not comp)

I just returned from a 3 day retreat w CHROs & DEI leads from large banks, insurers, and media companies. Half way through, it became clear that most have lost track of what matters.

A bit on what I learned

[josh @JhorowitJosh]

@rhunterh It also legitimately isn’t that good anymore…

[josh @JhorowitJosh]

@realEstateTrent Inverse of co-op fees

[josh @JhorowitJosh]

@SalomonYaniv Slater over Schade?

[josh @JhorowitJosh]

When did Lehigh become a tier 1 school?
It was where low/mid B students with no honors classes went when I was in HS. Not bad. Def not great

[Barefoot Student @BarefootStudent]

America's best colleges 2026-2027, per TIME.

1. Stanford University
2. Massachusetts Institute of Technology
3. Harvey Mudd College
4. Princeton University
5. University of Michigan-Ann Arbor
6. California Institute of Technology
7. University of Pennsylvania
8. Columbia University in the City of New York
9. Claremont McKenna College
10. Harvard University
11. Yale University
12. Babson College
13. Cornell University
14. University of Virginia-Main Campus
15. University of California-Berkeley
16. University of Florida
17. Carnegie Mellon University
18. University of North Carolina at Chapel Hill
19. University of Notre Dame
20. Georgetown University
21. Lehigh University
22. Vanderbilt University
23. Dartmouth College
24. Georgia Institute of Technology-Main Campus
25. Brown University
26. Williams College
27. University of Chicago
28. Bentley University
29. Santa Clara University
30. Stevens Institute of Technology
31. Rice University
32. University of Southern California
33. Villanova University
34. University of California-Los Angeles
35. University of California-San Diego
36. CUNY Lehman College
37. Davidson College
38. California Polytechnic State University-San Luis Obispo
39. Northwestern University
40. Duke University
41. Johns Hopkins University
42. Berea College
43. University of California-Santa Barbara
44. University of Wisconsin-Madison
45. College of the Holy Cross
46. Washington University in St Louis
47. CUNY Bernard M Baruch College
48. Boston College
49. Washington and Lee University
50. University of Illinois Urbana-Champaign
51. Fashion Institute of Technology
52. William & Mary
53. Florida State University
54. Brigham Young University
55. Virginia Polytechnic Institute and State University
56. Bucknell University
57. University of Connecticut
58. Binghamton University
59. Colorado School of Mines
60. Swarthmore College
61. University of Delaware
62. Florida International University
63. University of Maryland-College Park
64. Bowdoin College
65. Colgate University
66. Amherst College
67. CUNY John Jay College of Criminal Justice
68. Lafayette College
69. Wellesley College
70. University of La Verne
71. Citadel Military College of South Carolina
72. The University of Texas at Austin
73. Virginia Military Institute
74. North Carolina State University at Raleigh
75. Massachusetts Maritime Academy
76. Pomona College
77. Worcester Polytechnic Institute
78. SUNY Maritime College
79. Texas A & M University-College Station
80. Colby College
81. Fairfield University
82. Clemson University
83. Emory University
84. Purdue University-Main Campus
85. Molloy University
86. University of San Diego
87. University of Georgia
88. New York University
89. Middlebury College
90. University of California-Davis
91. George Washington University
92. Hamilton College
93. Maine Maritime Academy
94. Barnard College
95. New Jersey Institute of Technology
96. Trinity College
97. University of Richmond
98. Yeshiva University
99. The College of New Jersey
100. Wake Forest University

[josh @JhorowitJosh]

@ActAccordingly Remember when it was $25-30 and they were telling you we are buying back 25% of our stock rn. That also was the tell

[josh @JhorowitJosh]

@BillBrewsterTBB @YouTube Man takes me back!!! Webster hall in 08.
Terminal 5 show with Mayer Hawthorne was just silly. suburban white guys singing 1980s funk silky 🔥

[josh @JhorowitJosh]

@jakewoolf If you’re charging near-Alden pricing, give me a welt. Blake at this price isn’t a crime, but it’s not a flex either.

Trendy “ruched toe” / timeless Weejuns does a lot of lifting. half the shoe will look dated in 3 yrs & the other half you could’ve bought for $200.

[josh @JhorowitJosh]

@AnalystEgg she seemed shocked he got out. id be so grateful if the reverse happened. make it make sense

[josh @JhorowitJosh]

I found a dog walking the streets this morning. called the owner constantly but no reply. walk the dog to their home. finally owner picks up the phone and gives me the gate code. havent heard back since. no thank you. what's wrong with people? id be sending a gift basket

[josh @JhorowitJosh]

@rfkenmore They sold you a mood board and called it a wardrobe

[josh @JhorowitJosh]

@CapitalJurassic Remember building out quarry by quarry divestiture analysis for antitrust approval during Florida rock Vulcan. Shipping radius is the name of the game folks

[josh @JhorowitJosh]

What’s that study about people redeeming at the lows again?

[Aria Radnia 🇮🇷 @ariaradnia]

Terry Smith committed a literal purge on his portfolio this quarter pivoting strategies from quality to momentum/growth

Massive redemptions as well... yikes.

[josh @JhorowitJosh]

@juan_gonzalesP Dont think you understand debt/EBITDAR. if you capitalize the leases at 8x and add them to EV, you must use EBITDAR — pre-rent earnings — in the denominator.

[josh @JhorowitJosh]

@marketplunger1 He has been permanently long these for as long as I can remember. He did nail
Bldr

[josh @JhorowitJosh]

@PythiaR

[josh @JhorowitJosh]

@lhamtil Greenwald special

[josh @JhorowitJosh]

@rfkenmore @Sub_Debt Alden factory seconds solves this

[josh @JhorowitJosh]

The amount of $meli and $uber fintwit pitches is reaching a crescendo and typically that portends trouble

[josh @JhorowitJosh]

@rfkenmore Eat a peach for peace