Michael Mack

Investment Mgmt, Poltical junkie, and diehard CFB fan. Also dog Twitter is great

[Michael Mack @mmack388]

@SixerSense This article literally said nothing. Desperate clickbait.

[Michael Mack @mmack388]

@jay_21_ @grok who is ADW?

[Michael Mack @mmack388]

@JRogrow Interesting thread but even at $12 you're still talking 17x FCF.. not compelling value imo... that's a lot to pay for cyclical

[Michael Mack @mmack388]

@mostlypeaceful @dry985858625302 @6hSense Going off a hunch, but I would venture a guess she's prob out of your league.

[Michael Mack @mmack388]

@DilksJay It's really not hard to figure this out, but internal factions seem to find equilibrium with suboptimal candidates

[Michael Mack @mmack388]

@EricBalchunas Honestly going out after getting COVID would be a very Sixers thing to happen

[Michael Mack @mmack388]

@Womplord42069 Gay son

[Michael Mack @mmack388]

@SpreadThread1 Is net leverage the same story?

[Michael Mack @mmack388]

@DilksJay I hear ya on the income part. I don't understand why these funds would take on so much duration risk

[Michael Mack @mmack388]

@ramzy Nerds has some connotative association with intelligence, which is a gross exaggeration of any Michigan man at this point

[Michael Mack @mmack388]

We

[Michael Mack @mmack388]

@RandPaul @RonPaul Happy birthday to the OG of libertarians for a lot of us

[Michael Mack @mmack388]

@mjmauboussin Yogi Berra

[Michael Mack @mmack388]

@LONGCONVEXITY What do you read into the fact that it was negative for what looks like six years '88 to '94?

[Michael Mack @mmack388]

@nope_its_lily Scared money don't make money

[Michael Mack @mmack388]

@MattHayesCFB What was Texas then?

[Michael Mack @mmack388]

@GregMcElroy that would mean punishing Georgia by not giving them TCU

[Michael Mack @mmack388]

@EpsilonTheory Georgia prob disagrees lol. Btw the cfp playoff committee is a textbook case of Fiat news.

[Michael Mack @mmack388]

@MattHayesCFB Like when Bama lost by two TD vs Aub with a much worse yard differential and was outmatched the whole game in 2017 and backed in.. Selective memories down South..