@Megaconstellati He also only got the AT&T money on Tuesday, so they always had to plan to file if they didnโt get it by end of this week given Aug 1 maturity
@ACapitalLP No way at JPM. He is probably including his multiyear retention/carry he got at Sagemount that never actually vested as part of his first year and then also annualizing it given he was only there for a few months.
@realEstateTrent So what youโre saying that my cousin claiming he will be able to offload a portfolio of Upper Midscale hotels (of which I have 5%) in secondary Texas markets at a 7.5% cap rate in the next 2 years while Warsh says he will fight inflation is full of shit
@mathlonning@goodwillimp Everyone in Space should have raised capital before the SpaceX IPO. Every CFO I spoke to was delusional thinking the whole sector would trade up post-IPO.