Most companies don’t compound across decades. A small number do, and what they share is identifiable. I built a model that forecasts this. Now I’m testing it in public markets, with real positions tracked daily. 🧵
@BenOndaTop People feel bad for Randy Flores.
He has the best job in the world. If everything fails, we all know it wasn’t his fault.
If somehow it succeeds, he can take full credit.
No downside for him
@stlsportsfan123@BrennonChapman I'm seeing no Texas fan defend it. All I've seen, including me, is Texas fans pointing out how bad it was. And accurately pointing out the FACT they made horrendous calls against Texas as well
@timgrowney@BrennonChapman I didn’t say that’s the conclusion. I’m simply pointing out that the evidence could cut either way, so therefore is not proof of anything.
As dim as that conclusion may be, seems to be brighter than you
@stlsportsfan123@BrennonChapman You are crying about broad, non specific issues like a child. Adults look at things and can admit the truth regardless of who they root for.
https://t.co/Ltl4BMW6f4
@ShawnMount3@BrennonChapman That’s because you were watching with fan goggles on.
That fumble incomplete pass call in my opinion was a bad one.
So was the call right before halftime where Missouri clearly fumbled and it was called forward progress.
@Drinks_Visor@GoldCoast_Finch You're right. The biggest one of the game was the Missouri fumble called for forward progress at the end of the 1st half, which took points off the board for Texas. That was the biggest one, and they did not make the correct call.
@timgrowney@BrennonChapman I didn’t say that’s the conclusion. I’m simply pointing out that the evidence could cut either way, so therefore is not proof of anything.
As dim as that conclusion may be, seems to be brighter than you
@nicomoel VC $ is for funding new categories with no current TAM…
Niche is the wedge and most understand that.
If they’re questioning the TAM, usually that means they’re interested and want to gain insight into how the founder reasons.
Or they’re idiots. I think there’s a lot of both
@nmrrox@Thereal39962804@BrennonChapman This guy:
You’re wrong. Proceeds to mischaracterize what I said and then say a bunch of nonsense that has nothing to do with the greater point
Me:
Ok