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@PhilTimyan Where is this slide from? Is this on their website?

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@TomSmith839 Hello! Where is this data from?

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@AltaFoxCapital Isn’t she referencing 2023 opportunity? To which she could take no bonus still…She got $6.4m in all stock/options ‘21 and $5m in ‘22 all stock/options per the proxy. Presumably employees got bonuses in ‘21 and ‘22. She’s cringey for sureee, but the original poster mislead.

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@ParisAnalyst @AltaFoxCapital Hi @ParisAnalyst , where did you see that they’re breaking up their agreement?

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@UpslopeCapital Been an amazing short. When, if ever, does $PACK get interesting on the long side?

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@UpslopeCapital GXIG really a good peer? Trade for HSD ebitda multiple for years, granted CF is actually quite modest given the capital intensity. Great margins and some growth, just curious how you’re using this to inform your thoughts on ATR? Interested in ATR and want to follow your thoughts.

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@joshyoung Thanks for all your advice each day! Hoping for some insights please - does this environment of structurally higher oil potentially bring back activity in the Canadian oil sands to 2014 levels as long as we have this massive oil s/d imbalance? Sorry if you addressed this before

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@mintzmyer @joeriwestland Why is LNG last?

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@BenClaremon @SchadenCap Hi Ben and SchadenCap, curious what you both think of management? Resumes look amazing but Tegus reports seem to indicate otherwise. Want to like the name but worried its more of a hap-hazard roll up and bring public bc PE needed to close the books??

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@LaughingH20Cap How are you thinking about EV/Rev multiples? Clearly anything trading off these got crushed, but to genuinely good business pre-profits and with a projectable runway, there’s rationality for its use (not shit biz, but the good ones, i.e. PAR). Any advice?

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@LaughingH20Cap @neilcataldi So if ZippyYum licenses the BOHA software to TACT, how long do they have contracted rates for, and could renewals be particularly painful? AVY have more incentive to put capital into a printer now? How are you thinking about these dynamics?

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@JoeReger8 I’m sorry, would you be willing to explain? (LUMN and Bandwidth newbie trying to learn)

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@BenClaremon @LuisVSanchez777 Hi Ben, any opinions on the CEO change announced at WU yesterday?

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@LateRoundQB @FanDuel Amon Ra St Brown or James Washington? half ppr

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@LateRoundQB Thanks JJ! Half PPR ros where do you have A Jones? You prefer Swift? Zeke? Chubb? Patterson? Just some names I see around him in ros rankings elsewhere.

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@off_the_run @BenClaremon @JohnyTempus @JoeReger8 @DowntownSchem Ohh that’s sounds interesting. Where can I access that report?

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@LateRoundQB Hey JJ, love the pod. Rest of season who you got? Tee, Locket, Julio