Droned Capital

I always feel like my portfolio is about to be droned. Totally paranoid. dronedcapital (at) gmail

[Droned Capital @dronedcapital]

Cleaning out old,old, old files.

[Droned Capital @dronedcapital]

@Biohazard3737 Like 2 garbage trucks colliding

[Droned Capital @dronedcapital]

@Mr_Neutral_Man @mario_cibelli Interesting

[Droned Capital @dronedcapital]

@stressed_assets @BofaCapital Interesting. Admittedly at times I lack the imagination of where things can trade and anchor to past multiple ranges. (ie AGX)

[Droned Capital @dronedcapital]

@stressed_assets @BofaCapital What do you think the right multiple is for this business?

[Droned Capital @dronedcapital]

@P_Remarks This chart couldn’t be much worse. I looked and have a high tolerance for pain but this dumpster fire was beyond my pay grade. 🤮

[Droned Capital @dronedcapital]

@WaterworldCapi1 Lol. Same. As a teen, it seemed so easy!

[Droned Capital @dronedcapital]

@LilReadingRhino Which is?

[Droned Capital @dronedcapital]

@stressed_assets @pekwat NXST was a great example. The PE firm owned 50%+, they sold in multiple tranches and the stock went up 15-20x after they exited.

[Droned Capital @dronedcapital]

@stressed_assets

[Droned Capital @dronedcapital]

@given2tweet Well, we were all hoping they did something with the cash… disgusting @gline

[Droned Capital @dronedcapital]

@kingdomcapadv @pekwat @Mr_Neutral_Man Thank you

[Droned Capital @dronedcapital]

@baldridgecpa Save half of everything you earn on Wall Street because you’re going to lose your job 3x. -Mark Patterson

[Droned Capital @dronedcapital]

@WaterworldCapi1 Thanks

[Droned Capital @dronedcapital]

@ChrisDeMuthJr @given2tweet I want $60+ and Matt to come riding into the room on a Shetland pony.

[Droned Capital @dronedcapital]

@given2tweet Now how many 50%+ and 100%+ years have you had?

Worst drawdown for me was near 50% and I looked like this…

[Droned Capital @dronedcapital]

@WaterworldCapi1 @Citrini7 You think the JV is over earning? I get that with the feed and food businesses given the massive increases in price but what's the argument against DGD?

[Droned Capital @dronedcapital]

@WaterworldCapi1