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Magic offense

194,652 просмотров • 2 месяцев назад •via X (Twitter)

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Demond Williams Jr. is THE future star you NEED to know for 2025! 🔥 The true freshman dazzled in 2024, capping the season with a spectacular Sun Bowl performance against Louisville: 374 passing yards 4 passing TDs 81% completion rate 48 rushing yards 1 rushing TD He drove 90% of the Huskies’ offense against Louisville, averaging 14.4 yards per completion. Williams is locked in as Washington’s QB1 for 2025, ready to be unleashed. Williams looks like Bryce Young out there with elite arm talent and electric playmaking. Like Young, he zips pinpoint passes 30-40 yards downfield with touch or velocity, his quick, compact mechanics maximizing every throw. His 4.4-speed, instant acceleration, and knack for dodging defenders will be a treat for Big Ten fans to watch. Williams shares Young's cool-headed poise, shredding defenses with play-extending magic. His coach, Jedd Fisch, coached Jared Goff to 4,600-yard NFL seasons and built Arizona’s pass-heavy attack, and calls Williams “elite, elite, elite talent” with “everything you want in a player.” Fisch’s fast-paced offense is tailor-made for Williams’ dual-threat brilliance. In 2024, he posted a 78% completion rate, 944 yards, and 8 TDs with just one pick as a freshman—don't be surprised when you hear about him in Heisman contender conversation. In spring scrimmages, he threw five TDs in 11-on-11 drills, including a 35-yard strike to the end zone’s sideline and a 40-yard score to tight end Coutts while evading pressure. His Sun Bowl spin move and 33-yard pass on a key drive showed his knack for creating magic, which could lead to a potential first-round pick with his arm angles, pocket presence, and clutch playmaking. With weapons like Denzel Boston and Jonah Coleman, the offense is filled with weapons. Williams’ 2024 reps—from situational drives against Iowa and Penn State to a clutch UCLA appearance—built unshakable confidence. Fisch’s system and Williams’ ceiling could vault the Huskies’ offense to Big Ten elite. Demond Williams Jr. is going to be a MUST-WATCH in Seattle in 2025! 🌟 #Huskies #BigTen #DemondWilliams #CFB

The Big Ten Huddle 🎙️

27,816 просмотров • 1 год назад

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently would pound around the SSG office, loudly and enthusiastically asking people “who is going to make us some money today?!” When I asked another SSG alum about Alan, he said his main memory was his remarkable nose for talent. Once, the smartest guy at SSG (which is saying something) was a mere entry level associate, 6 or 7 rungs in the hierarchy below Waxman. But, Waxman immediately recognized the raw talent and was joined to this associate at the hip. Under Waxman and his team, SSG produced an insane (so insane I can’t quote it!) percent of Goldman’s bottom line. In creating Sixth Street with his partners and team, he sought to recreate and expand the magic of the SSG days. Here, in his first interview of this type, he shares the entire story. I found Alan to be a singular force. His team is ridiculously talented, and nobody leaves (they’ve never lost a senior person). They’ve even built a unique pool of capital called Tao that sits atop the rest of the firm…tens of billions that can go anywhere and do anything as a permanent pool of money with no restrictions, other than to earn the highest risk adjusted returns possible. Sounds a lot like SSG. This was one of my favorite conversations this year. I hope you enjoy. Face the tiger! Timestamps 0:00 Intro 0:38 The Formative Goldman Sachs Experience 5:58 Unitizing Risk and Return 10:09 Facing the Tiger: Culture and Values 24:55 The Genesis of Sixth Street 34:09 Spotify and Airbnb Investments 37:52 The Flexibility of TAO 41:42 COVID-19: Playing Offense 44:42 Analyzing Risk and Business Models 48:35 Investing in Sports and Live Experiences 54:44 Developing Investment Themes 58:16 Personal Development and Firm Culture 1:19:00 The Future of Sixth Street 1:21:52 The Kindest Thing

Patrick OShaughnessy

769,086 просмотров • 1 год назад