Ryan

Husband, Dog Dad, Investor | Current events, business, psychology, sports I “Existence precedes essence”

[Ryan @Ryebreadman]

@Jason further scaled up if they’re acquired.
If $DASH is smart, they’ll make a play for LYFT. Otherwise I wouldn’t sleep on Amazon. The CEO of LYFT is a former Amazon executive with ties to Bezos.

[Ryan @Ryebreadman]

@Jason I agree. And would add not to sleep on $LYFT.
For a “buy it now” price of ~$10B (significantly less than $250B for Uber) you get LYFT’s FCF yield (TTM) of 23% and 3-year revenue growth rate of 15% (compounded annual). LYFT already has millions of customers which could be…

[Ryan @Ryebreadman]

@Jason Great guest. I’d have Cuban back. Q&A felt unorganized. I would’ve had designated time blocks for each Bestie to ask their questions. Seemed everyone was competing to get their questions asked. Sacks vs Cuban is gold. I’d let them go 1 on 1 uninterrupted for a bit.

[Ryan @Ryebreadman]

@espnmma “The Dean of Mean” Keith Jardine

[Ryan @Ryebreadman]

@originaljohnny Closing in on light heavyweight 💪🏼

[Ryan @Ryebreadman]

@E_I_Q2 @UCF_Football Incredible!

[Ryan @Ryebreadman]

@Jason I’m surprised by the comments. Am I the only one who thinks @Jason was right trying to replace @friedberg with @altcap?

[Ryan @Ryebreadman]

@mdreifuss @AaronBlake And I disagree re Glory Days!

[Ryan @Ryebreadman]

@theallinpod @altcap @friedberg @DavidSacks Brad is great. I’d make him permanent.

[Ryan @Ryebreadman]

@Nikohybridprice I’m not saying Holm didn’t win…Just pointing out that round vs round stats are more informative.

[Ryan @Ryebreadman]

@Nikohybridprice Need to look at round by round stats not the fight totals. Imagine a 5 rd fight where a fighter completely dominates the rd 1 stats and barely loses the final 4 rds. The fight totals may be higher for this fighter despite losing 4 rounds to 1.

[Ryan @Ryebreadman]

@mmaonpoint None of the above. Diaz II.

[Ryan @Ryebreadman]

@originaljohnny Incredible

[Ryan @Ryebreadman]

@originaljohnny I’m in OC now. Let’s connect if you make it out here.

[Ryan @Ryebreadman]

@originaljohnny Agreed! Masvidal/Diaz 2 next.

[Ryan @Ryebreadman]

@originaljohnny Love it!

[Ryan @Ryebreadman]

@originaljohnny Agreed

[Ryan @Ryebreadman]

@originaljohnny They’ll play up that it’s 1-1

[Ryan @Ryebreadman]

@originaljohnny Dustin

[Ryan @Ryebreadman]

@originaljohnny Has to beat Conor first