Chilidog @jetsSAS

Such a simple thing to do, rich. Of course the Wall Street types view stocks as trading sardines, but maaaybe life is a little more complicated than that.

Rich Greenfield, LightShed 🔦 @RichLightShed

4 years ago

Such a simple thing to do, rich. Of course the Wall Street types view stocks as trading sardines, but maaaybe life is a little more complicated than that.

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Chilidog @jetsSAS

4 years ago

Why is $ATD.B down today? Cuz Larry, that's why! @lhamtil

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Chilidog @jetsSAS

4 years ago

Has any management team answered the "what inning are you in" question on a conference call later than the 5th inning? To me, 5th inning means its almost over.

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Chilidog @jetsSAS

4 years ago

For those who still quote the shipper pe, what relevance are earnings from 10 or 9 years ago? What relevance are the earnings from last year even?

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Chilidog @jetsSAS

4 years ago

Take notes

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Chilidog @jetsSAS

4 years ago

Did Dexter just say that Altice could have 65-75% EBITDA margins??

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Fuckin crazy.... "So what is by far the strongest indicator of deception? The number of swear words in an annual report. Though they are rarities, swear words occur in scandal company annual reports a whopping 277.1% more frequently than the mean." blogs.cfainstitute.org/investor/2021/…

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Chilidog @jetsSAS

5 years ago

I need this framed on my wall

Marc Cohodes @AlderLaneEggs

5 years ago

I need this framed on my wall

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Chilidog @jetsSAS

5 years ago

I wonder how often private business owners say "comp the comp"

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Chilidog @jetsSAS

5 years ago

So, consensus is that Verizon spent the most in the C-Band Auction, but didn't consensus also think spending would be $25-30B?

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Chilidog @jetsSAS

5 years ago

I think $ATUS should really refer to this dutch tender as a "reverse SPAC"

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Chilidog @jetsSAS

5 years ago

At any point does it make sense for Malone (w/SIRI) to partner with Ergen (w/DISH)? Both have cashflow (albeit going in different directions) and excess spectrum (SIRI w/XM network and Dish from Auctions). Both seem to be playing chess while everyone else plays checkers.

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Chilidog @jetsSAS

5 years ago

theatlantic.com/magazine/archi…

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Chilidog @jetsSAS

5 years ago

wsj.com/articles/micro… reminds me of what Malone did with new channels needing distribution. BET, etc.

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Chilidog @jetsSAS

5 years ago

Everyone gave Rutledge shit for buying back stock and not selling the company when there was 3 or 4 suitors. Now no one gives him credit. I get it though he looks like the bad guy in a kids movie.