Real Estate Agent, CPA / Financial Analyst and lover or dogs. Tango is my dog & a better realtor than 99/100 agentsagenttango.com DallasJoined October 2022
How does Disneyland tell you where the economy is heading:
👉🏻Here on Friday, it’s busy but not that busy
👉🏻Didn’t wait more than 30 minutes for any ride.
👉🏻Merch prices weren’t as bad as I had anticipated
👉🏻⭐️⭐️⭐️⭐️hotel $120 per night w a legit breakfast 1 mile from the park.…
So does the government get board seats? & if so does congress have to approve who sits on the boards of these companies?
Oh what a tangled web we weave
So does the government get board seats? & if so does congress have to approve who sits on the boards of these companies?
Oh what a tangled web we weave
So when your company emerges from bankruptcy there isn’t a whole lot you can shine up in the company MD&A. Here’s what you can’t do:
👉🏻Compare to prior Qtrs
👉🏻Compare to prior Yrs
👉🏻Also you have to do black line accounting
Long story short it’s horrible.
Spoke with a mortgage analyst yesterday about mortgage servicing rights.
Me: It feels like the nonbanks have built a lot of hidden leverage in mortgage servicing rights?
Analyst: Maybe but they have probably have hedges in place for that?
Me: For defaults?
Analyst: 🦗🦗🦗
Local CEO
“When did all these equipment companies start financing everything?”
My thoughts:
When did just owning your business outright become uncool. Every company now seems to be “unlocking value”.
Really all they’re doing is asset stripping & leveraging up.
One thing I’ve noticed over the past couple of years watching & working for private equity owned companies.
They violate your trust.
Positions like:
👉🏻Doctor
👉🏻Accountant
👉🏻Veterinarian
👉🏻Dentist
👉🏻Healthcare
These are positions of trust. I’m paying you bc I trust that you…
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