Pyerki

[Pyerki @Pyerki]

@TheStalwart @dunkrugering Id be interested to see if anyone can provide an example.

[Pyerki @Pyerki]

@TheStalwart @dunkrugering First example is called an 'earn out' its common. The second example I think is far less common.

[Pyerki @Pyerki]

@matthewstoller @TheStalwart Yikes

[Pyerki @Pyerki]

@bagina_enjoyer @MattZeitlin I think its that prediction markets are a real time indicator of 'group wisdom' about a certain event occurring / not occurring. The futures curve isn't even trying to predict a future price. So in that framing it makes sense.

[Pyerki @Pyerki]

@RealJimChanos @JonathanWeil What would be the point of depreciating an asset that is not yet placed in service?

[Pyerki @Pyerki]

@BaldingsWorld Isn't he the anti-monopoly / big business guy? How does he expect things to get done at scale? Truly weird.

[Pyerki @Pyerki]

@DavidBeckworth Lower rates?

[Pyerki @Pyerki]

@TrentBlair19 @unknowncapital1 Higher OPEX/cash costs go forward due to higher lease expense (rent rather than own sold facilities), partially offset by decreased interest expense for any debt repayments. Then TBD what they do with excess. Would prefer special and/or buybacks. Packaging biz has been meh.

[Pyerki @Pyerki]

@BitMoreLeverage @NonObviously TBD, but they should be operating leases, I don't think those ordinarily get factored into EV