Deep Temerity

[Derek Thompson @DKThomp]

The Warren Commission conducted its investigation into the JFK assassination in 10 months.

The NBA investigation into whether it was ok for Kawhi Leonard to get $30m for doing nothing is now entering its 11th month.

[Deep Temerity @deeptemerity_]

@MichelobULTRA #ULTRARace #Sweepstakes

[Deep Temerity @deeptemerity_]

@MichelobULTRA #ULTRARace #Sweepstakes

[Deep Temerity @deeptemerity_]

@paulswaney3 INTEGRATION

[Deep Temerity @deeptemerity_]

@cfo_mm Depends what you’re using FCF for. External reporting, comp analysis, etc

[Deep Temerity @deeptemerity_]

@BenRitholtzNBA Pretty clear Mitch cannot play deep into quarters if at all. Lucky Boston isn’t hitting threes

[Deep Temerity @deeptemerity_]

@WorldWideWob Bizarre to throw KAT back out there when the game was sealed. Could barely walk.

[Deep Temerity @deeptemerity_]

@dieworkwear Manning brothers in shambles

[Deep Temerity @deeptemerity_]

@paulswaney3 Liquidity. Honestly, it’s surprising the amount of middle market to larger PE sponsored portcos that don’t pay close enough attention to this, much less have a 13-week forecast. Think part of challenge is having accounting drive this when not having a finance function.

[Deep Temerity @deeptemerity_]

@paulswaney3 Inorganic. Helpful to see how others think through this step.

[Deep Temerity @deeptemerity_]

@garlandrg “We manage with intuition based upon decades of experience”

[Deep Temerity @deeptemerity_]

@D_Rose92 I see it too often where sponsor or management team are too indecisive to make a decision and “hope” they turn it around. If a fast growing biz, it’s just going to get worse. Better to cut bait sooner rather than later.

[Deep Temerity @deeptemerity_]

@Adam02144644 Fingers crossed on the last minute amex drop 🙏🏻

[Deep Temerity @deeptemerity_]

@Adam02144644 Yea no dice, just like my experience with Augusta. 1st time visiting London/attending, and unfortunately only able to be in town 3 nights. I’ve convinced the wife that we’re going to have to queue, but not ideal. The alternative of paying thousands for debentures is not an option

[Deep Temerity @deeptemerity_]

@MnkeDaniel As with any metric, needs to be applied in the appropriate scenario. Looking at a professional services firm (non capital intensive) or early-stage co, for example, can produce misleading indicator

[Deep Temerity @deeptemerity_]

@QCompounding 👋🏻

[Deep Temerity @deeptemerity_]

@willrayvalentin Alpine high?

[Deep Temerity @deeptemerity_]

@mu2myoc Eagle Colorado. You’re in the mountains (45 min from Aspen, close to Vail and Beaver Creek). Nonstop flights to EWR/JFK, LAX, etc. Larger airport than Aspen , less risk of being rerouted. Avoid commute up from Denver, drawbacks from living in Utah. Jackson Hole not bad either.

[Deep Temerity @deeptemerity_]

@buccocapital Shale o&g has incinerated a decent amount of cash in the past decade +