C. Hart

[C. Hart @RogerDorn24]

@TierReport @BillyReinhardt Horrible take. Fried was plan b when Soto left. Bellinger was given away. Passed on Harper, machado, freeman. Hal is laughing, a bud light is $19. Don’t let this loser ownership off the hook. Hal, the owner of the YANKEES (inherited, ducked estate tax) voted for a salary cap.

[C. Hart @RogerDorn24]

@JonesOnTheNBA @NateDuncanNBA @SherwoodStrauss Nate had 7 tweets during the game and all of them were pro-Cavs until he just tweeted the final result. Not complaining, just dont understand this narrative that NY doesn't resonate. When you're referencing an insanely insular bball insider culture. Knicksin4

[C. Hart @RogerDorn24]

@JonesOnTheNBA @NateDuncanNBA @SherwoodStrauss Herring is one of the best basketball guys out there, and he served his time and got out.

[C. Hart @RogerDorn24]

@JSchimenti1982 @JCMacriNBA And there were criticisms of Thibs, but in absolutely no world did it end badly, Thibs is the most successful coach in the franchise since Riley and potentially holzman given he didn’t have the benefit of #1 pick. Also bulls love Thibs.

[C. Hart @RogerDorn24]

@JSchimenti1982 @JCMacriNBA Knicks were 9-6 last January, with losses to min, det and 2 to okc. Thibs outperformed every single year with the Knicks. This is insane revisionist history.

[C. Hart @RogerDorn24]

@SubzerofromNY @JCMacriNBA Knicks were the healthiest team in the league last year and made the conference finals. They made a complete roster overhaul trade on the eve of training camp. And Thibs beat the defending champs in a playoff series and took us to the conference finals.

[C. Hart @RogerDorn24]

@timmythetiger Tim, any thoughts about the oaks tomorrow?

[C. Hart @RogerDorn24]

@TBoneSteak34 @Jack_McClendon The selection committee should have a character clause like Cooperstown. Personally, I'd keep Duke out. I've met Jon Scheyere (sp?), and he, sir, is no Coach K.

[C. Hart @RogerDorn24]

@matt_levine We’re not going to talk about materiality in the section on Buffett? We think he’s spiting his $100B position to enrich his personal portfolio that is 0.0001% of his net worth?

[C. Hart @RogerDorn24]

@timmythetiger any thoughts on Travers?

[C. Hart @RogerDorn24]

@mattbird55 @TheGarpInvestor Didn’t charge 2&20, charged a percentage of profits over a stated return (depended on partnership, most frequently cited is 25% of profits after 6% hurdle), never charged a mgmt fee

[C. Hart @RogerDorn24]

@Michael_Nania Hard disagree, dress for the job you want, he's gotta put on weight, second digit adds 15 lbs at least

[C. Hart @RogerDorn24]

@ctrlnarrative What about when they supported isiaih who was an idiot and traded away lamrcus aldredge and Joakim noah

[C. Hart @RogerDorn24]

@JimPGillies @JRogrow @grsrounder How are we defining “so large”, ~5%-10% of market cap, versus over $100B of cash?

[C. Hart @RogerDorn24]

@cbruning2 @InvestSpecial Don’t view lease obligation as true debt, obviously no bullet payment, avg term remaining 25 years, ample cash, no near term maturities, drag from interactive has ceased and is reversing. More fleshed out in the write up.

[C. Hart @RogerDorn24]

@dnaumov @oddballstocks Bc loans have floating rates. I think you’re conflating the securities (fixed rate, losses as mkt rates have risen) with the 70B of loans, which were largely “investor dependent” and “cash flow dependent”, not traditional bank loans that would normally attract bids @ these levels

[C. Hart @RogerDorn24]

@timmythetiger Heading to Churchill Downs tomorrow, do you like any races?