Patrick Maloney

[Patrick Maloney @PMAL7286]

@JoelMBeall And like most VC funded companies, its going to die off.

[Patrick Maloney @PMAL7286]

@JoelMBeall Have never watched a LIV event, not a fan of it. However, most VC funded companies chase growth (which obviously never came) and figure out the business model later. Strategy not much different than most things that come out of Silicon Valley.

[Patrick Maloney @PMAL7286]

@HackswithHaggs Understand why they didn’t with both being unproven at the time. But still what if I come back to like the 2015 draft

[Patrick Maloney @PMAL7286]

@HackswithHaggs Always wondered how things would’ve played out if the B’s rolled with him and sway. Then used that extra cap space from ull deal in the rest of the roster

[Patrick Maloney @PMAL7286]

@ProfPaulNary @YourBoyFlab I’m a wholesale food supplier. Familiar with both. Similar offerings. However, RD passes along the saving of not managing the overhead/logistical costs associated with delivery. Broad line distributors also can extract a convenience premium with delivery

[Patrick Maloney @PMAL7286]

@BoringBiz_ Thanks for the reply. Know capex is a real expense but what are doing with their excess FCF? Synergy initiatives?

[Patrick Maloney @PMAL7286]

@BoringBiz_ You're assuming no loan amortization over those five years?

[Patrick Maloney @PMAL7286]

@_TyAnderson Also getting in and contending are two totally different things. I personally don’t care if the Jacob’s get two games of playoff gate.

[Patrick Maloney @PMAL7286]

@morganhousel @mxm1608 To further your point: people only use this valuation in gold terms when the commodity is ripping. Never heard from when it stagnant.

[Patrick Maloney @PMAL7286]

@BruinsNetwork Crazier he had more market value than Beecher

[Patrick Maloney @PMAL7286]

@nnzp1730 and full employment

[Patrick Maloney @PMAL7286]

@_TyAnderson Wonder if they’re worried about losing dipietro on waivers

[Patrick Maloney @PMAL7286]

@ProfPaulNary Genuinely curious, how you view the capex outlays in AI infrastructure vs. the holistic portfolio of options and bets?

[Patrick Maloney @PMAL7286]

@Clearingfog_ @SMB_Attorney I'd assuming the RE was in a separate entity and the business was paying a "market" rent to utilize. Sale-lease-back likely marginally hurts EBITDA

[Patrick Maloney @PMAL7286]

@PeterTenkrat Thought being an understudy of Perry would have ignited something in him on how he could play that we never saw with the bruins. Obv with Perry gone likely won’t materialize

[Patrick Maloney @PMAL7286]

@BigJohn043 To your point John, what incentive does the investor have to invest in future funds if expected future returns are mediocre? Outside of institutions saying they need to allocate a % for diversification.

[Patrick Maloney @PMAL7286]

@WhatChaosShow Wonder how their betting partners feel about this with their live betting features. Some asymmetrical information here if you're watching on a lag.

[Patrick Maloney @PMAL7286]

@realEstateTrent Tougher to put that much money to work expediently at lower valuations.

Buffett won’t look at lower mm deals for the same reason.

Keep focusing on own business model.

[Patrick Maloney @PMAL7286]

@DJPie @bigtampachris05 Broadcast mentioned hitting from rough reduced spin, add in soft greens were essentially throwing darts. From the fairway it was tougher to reduce spin, US balls zipping further from the hole