Michael Magnell

Tech stocks, Multi-family RE, New England sports, good wine, tech-house and hip-hop

[Michael Magnell @MisterDinkins]

@SahilBloom I needed to hear this more than I realized. Thank you.

[Michael Magnell @MisterDinkins]

@KingOfQueenz Black man in Hollywood is such a jam

[Michael Magnell @MisterDinkins]

@mnolangray Kansas City

[Michael Magnell @MisterDinkins]

@CorneliaLake Big lol!

[Michael Magnell @MisterDinkins]

@BucknSF Think the math suggests 2.6bn

[Michael Magnell @MisterDinkins]

@JakeCurtis Legend

[Michael Magnell @MisterDinkins]

@SpiritofPines This is great!

[Michael Magnell @MisterDinkins]

@GavinSBaker Twlo

[Michael Magnell @MisterDinkins]

@summerlinARK what a wild arpu assumption. shows you have not done proper diligence and completely misunderstand how pricing is a race to the bottom in this industry.

[Michael Magnell @MisterDinkins]

@misha_saul @GritGrowthCap LOL!

[Michael Magnell @MisterDinkins]

@laughridge Nice man! Great spot with the street car expansion and big new developments on corner of Troost

[Michael Magnell @MisterDinkins]

@highlyobjective @mayortoby @mayortoby legend!

[Michael Magnell @MisterDinkins]

@UnhedgedApp Satya Nadella

[Michael Magnell @MisterDinkins]

@NewmoonCap FCF needs unbelievable ramp in FY23 to hit mgmt’s $2.4bn target. Buyside not giving credit because it’s inflated by multi-yr invoicing. They then guided negative FCF growth in FY24 as they transition to all annual invoicing. Good company, but too hard to underwrite right now

[Michael Magnell @MisterDinkins]

@ShortSightedCap Amazing thread - can definitely relate from mistakes made earlier in my career re: BOX, CSOD, LOGM - now I barely touch anything with hair

[Michael Magnell @MisterDinkins]

@OmarMoraIes Calm down buddy. Pretty self serving for an agent to make statement like this. You get a fee and move on to the next one. Could care less what that GP returns to their investors. Purchasing 25 deals in 5 years means nothing if they are a bunch of overpriced donuts

[Michael Magnell @MisterDinkins]

@SteveOnSpeed Grifting

[Michael Magnell @MisterDinkins]

@kevinakwok No bull

[Michael Magnell @MisterDinkins]

@khzny Closet world or Container Store

[Michael Magnell @MisterDinkins]

@HayekAndKeynes Fsly