Rodimus

Fantasy football and Transformers. "'Til all are one."

[Rodimus @JeffDogg4]

$MBGL is cheap. Classic spin dynamics have $SPGI investors puking a very high quality, 80% recurring revenue business with 8% rev growth, margin expansion opportunities, proprietary data (king in the era of AI). Trades at 8x my 2028 numbers ($2.3 bil rev, $2.27 EPS)

[Rodimus @JeffDogg4]

@DrJesseMorse Yes - meat and sunlight

[Rodimus @JeffDogg4]

@secondfret Banger

[Rodimus @JeffDogg4]

@zachklein This feels like an episode of Silicon Valley

[Rodimus @JeffDogg4]

@SteadyCompound It's priced at 8x - 9x earnings and still growing double digits. That's mispricing. Yes, the second derivative is negative, but the business is not shrinking, and their AI biz is growing rapidly.

[Rodimus @JeffDogg4]

@ericjackson @mylesgrote One other tweak - how does it compare on EV/FCF basis to peers? With net debt, it's more like 8x FCF, which means upside to base case of 10x is not as juicy

[Rodimus @JeffDogg4]

@NYMag This is hot garbage. Thanks for bringing us the perspective of three outlier moms. Parenting is undeniably difficult. But are they "regretful," or just talking about how tough it is? Parenting brings purpose and joy, but like any of the meaningful things in life, it's not easy.

[Rodimus @JeffDogg4]

Blake Corum > (Kyle Pitts + 21.08) for the chip

[Rodimus @JeffDogg4]

@AdamKoffler Knox > Parkinson? (I am fine assuming Kincaid doesn't play)

[Rodimus @JeffDogg4]

@SleeperNFL @SleeperColts

[Rodimus @JeffDogg4]

@notJDaigle 49ers now looking like a nice week 15-16 playoff stack

[Rodimus @JeffDogg4]

@AdamKoffler And Mike Gesicki smash game?

[Rodimus @JeffDogg4]

@AdamKoffler Now I'm torn between Mitchell and Burden. Lean Mitchell, right?

[Rodimus @JeffDogg4]

@TheFFRealist My playoffs start this week. Would you grab Mcpherson and drop Fairbairn or just roll with him even in week 14?

[Rodimus @JeffDogg4]

@jbchoknows Diggs > Henry by 17.76 pts in half PPR. Basically need prime time Diggs to show up ... 10 catches, 140 yds, 1 TD enough of a cushion? 😄

[Rodimus @JeffDogg4]

@Pat_Thorman You spelled Terrell Jennings wrong 😂

[Rodimus @JeffDogg4]

@DrakeFantasy Jeremy McNichols - step right up!

[Rodimus @JeffDogg4]

@AdamKoffler Assume Dart > Fields?

[Rodimus @JeffDogg4]

@AdamKoffler Ton of injuries this week hitting my team. Immediate pick-up/start for me in the flex. LFG!

[Rodimus @JeffDogg4]

@AdamKoffler I know - contrarian view for sure. Jacoby’s resume is not bad