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Special situations in the $1-15M EBITDA market. Timeless acquisition lessons after learning from Jeremy Giffon, who’s been part of at least 20 lower middle market acquisitions 1. Think beyond numbers. We once offerened $25 million and a Ferrari 488. 2. Best companies are getting paid an absurd amount of...

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PrivateEquityGuy (Mike Markus)

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36,865 görüntüleme • 7 ay önce •via X (Twitter)

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Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)
1:44

Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

Startup Archive

49,283 görüntüleme • 1 yıl önce

Hi guys. I have come down with the nasty strain of influenza-A that’s been going around, and I’m not able to sing at the moment. We always want to be able to give you guys the best show and I’m just not able to do that for these shows in Mexico at this time. These shows are now rescheduled for August. Mexico City: 8/21 and 8/22 Monterrey: 8/24 and 8/25 We are incredibly sorry for the inconvenience this causes some of you. Love you all. You’re the best fans in the world. Will bring 120% in August!
1:35

Hi guys. I have come down with the nasty strain of influenza-A that’s been going around, and I’m not able to sing at the moment. We always want to be able to give you guys the best show and I’m just not able to do that for these shows in Mexico at this time. These shows are now rescheduled for August. Mexico City: 8/21 and 8/22 Monterrey: 8/24 and 8/25 We are incredibly sorry for the inconvenience this causes some of you. Love you all. You’re the best fans in the world. Will bring 120% in August!

Jonas Brothers

487,714 görüntüleme • 2 yıl önce

Carlos Alcaraz was asked if he feels a responsibility as the world #1 to be an ambassador for the good of tennis the way Federer, Nadal, & Djokovic did before him “As the world #1 and one of the biggest names in tennis, do you feel a responsibility to be an ambassador for the sport? To grow it in the way Federer, Nadal, & Djokovic did before you…” Carlos: “Not really. I don’t think about it, being a good ambassador for tennis. But obviously at the same time the way I play, I just try to entertain the people, trying to engage people to watch more tennis. A part of that is.. I’m not thinking that I have to be the best ambassador possible to tennis. It’s just stepping on the court, I’m doing what I love to do. Just playing tennis. That is the best way I can be a good ambassador. It’s about loving what you’re doing and enjoy every single second you step on the court. I think that’s it. That’s all that’s in my mind.” (via Australian Open Press)
1:16

Carlos Alcaraz was asked if he feels a responsibility as the world #1 to be an ambassador for the good of tennis the way Federer, Nadal, & Djokovic did before him “As the world #1 and one of the biggest names in tennis, do you feel a responsibility to be an ambassador for the sport? To grow it in the way Federer, Nadal, & Djokovic did before you…” Carlos: “Not really. I don’t think about it, being a good ambassador for tennis. But obviously at the same time the way I play, I just try to entertain the people, trying to engage people to watch more tennis. A part of that is.. I’m not thinking that I have to be the best ambassador possible to tennis. It’s just stepping on the court, I’m doing what I love to do. Just playing tennis. That is the best way I can be a good ambassador. It’s about loving what you’re doing and enjoy every single second you step on the court. I think that’s it. That’s all that’s in my mind.” (via Australian Open Press)

The Tennis Letter

106,467 görüntüleme • 7 ay önce

Opendoor $OPEN CEO Carrie Wheeler: • 65% of first-time home sellers willing to take 20% less for their home to avoid the stress while prioritizing convenience and certainty • Delistings are at a decade level high right now. 1 in 4 sellers are not getting a transaction done and pulling themselves back off the market. • More softness to home prices then may be reported today. • Advice for home buyers this spring is: Be Ready • The market is very dynamic, Even small changes in mortgage rates right now spark buyer demand • Inventory is 20% higher this time than it was last year, and the market is slow. Homes are staying on the market for longer. Things are shifting in the home-buyers favor. • Advice for home sellers: Be ready, there’s increasing competition. Your home’s price is the first impression, those first 2 weeks are really critical to gauge buyers demand. • Home sellers: Start with an #Opendoor cash offer, it’s the best way to understand the value of your home and start your selling journey. And you can get more insight on this way.
3:32

Opendoor $OPEN CEO Carrie Wheeler: • 65% of first-time home sellers willing to take 20% less for their home to avoid the stress while prioritizing convenience and certainty • Delistings are at a decade level high right now. 1 in 4 sellers are not getting a transaction done and pulling themselves back off the market. • More softness to home prices then may be reported today. • Advice for home buyers this spring is: Be Ready • The market is very dynamic, Even small changes in mortgage rates right now spark buyer demand • Inventory is 20% higher this time than it was last year, and the market is slow. Homes are staying on the market for longer. Things are shifting in the home-buyers favor. • Advice for home sellers: Be ready, there’s increasing competition. Your home’s price is the first impression, those first 2 weeks are really critical to gauge buyers demand. • Home sellers: Start with an #Opendoor cash offer, it’s the best way to understand the value of your home and start your selling journey. And you can get more insight on this way.

Art Jonak

12,147 görüntüleme • 1 yıl önce

.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."
4:14

.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."

Blockspace

26,428 görüntüleme • 3 ay önce

Bill Ackman, founder and CEO of Pershing Square Capital Management: "It's very hard to outperform the market once you become a highly diversified portfolio." Ackman makes the case that real outperformance comes from concentration, not from spreading capital across dozens of positions. Bill Ackman starts with a famous line from Warren Buffett: "I think Warren Buffett once said, you know, diversification is protection against ignorance." And he unpacks what that means for ordinary investors: "If you don't know a lot about the companies that you're investing in, you want to invest in a lot of companies because the diversification will protect you from mistakes." But Ackman argues the logic flips entirely once you have a genuine edge, the ability to study a business deeply and to shape its direction. "If you have the ability to do deep due diligence on companies, and I would say as significantly, if the nature of your strategy allows you to have a lot of influence over those companies, you really want to pick the best dozen or so companies as opposed to dilute the top 12 or the top 15 with 16, 17, 20, 25, 50." In other words, every position you add beyond your best ideas waters down your conviction rather than strengthening it. That's why he's so blunt about the cost of spreading too thin: "I think it's very hard to outperform the market once you become a highly diversified portfolio." And he ties his own track record directly to this philosophy, pointing not just to picking a small number of businesses, but to actively helping them improve: "And so our returns have come in part because of concentration and our returns in part have come from the fact that we help our company succeed."
0:48

Bill Ackman, founder and CEO of Pershing Square Capital Management: "It's very hard to outperform the market once you become a highly diversified portfolio." Ackman makes the case that real outperformance comes from concentration, not from spreading capital across dozens of positions. Bill Ackman starts with a famous line from Warren Buffett: "I think Warren Buffett once said, you know, diversification is protection against ignorance." And he unpacks what that means for ordinary investors: "If you don't know a lot about the companies that you're investing in, you want to invest in a lot of companies because the diversification will protect you from mistakes." But Ackman argues the logic flips entirely once you have a genuine edge, the ability to study a business deeply and to shape its direction. "If you have the ability to do deep due diligence on companies, and I would say as significantly, if the nature of your strategy allows you to have a lot of influence over those companies, you really want to pick the best dozen or so companies as opposed to dilute the top 12 or the top 15 with 16, 17, 20, 25, 50." In other words, every position you add beyond your best ideas waters down your conviction rather than strengthening it. That's why he's so blunt about the cost of spreading too thin: "I think it's very hard to outperform the market once you become a highly diversified portfolio." And he ties his own track record directly to this philosophy, pointing not just to picking a small number of businesses, but to actively helping them improve: "And so our returns have come in part because of concentration and our returns in part have come from the fact that we help our company succeed."

Big Brain Business

41,367 görüntüleme • 3 ay önce

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”
2:43

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Startup Archive

17,333 görüntüleme • 6 ay önce

I used to hire creative talent for $48K a year. Today? The best ones are making $300K base… and another $300K in bonuses. Why? Because they don’t just create — they drive results. If you can lower customer acquisition cost, increase ROAS, and actually grow a business… you’re not an employee anymore. You’re a profit center and I don’t care where you’re from — if you can deliver, you get paid. That’s the new economy.
1:21

I used to hire creative talent for $48K a year. Today? The best ones are making $300K base… and another $300K in bonuses. Why? Because they don’t just create — they drive results. If you can lower customer acquisition cost, increase ROAS, and actually grow a business… you’re not an employee anymore. You’re a profit center and I don’t care where you’re from — if you can deliver, you get paid. That’s the new economy.

Kevin O'Leary aka Mr. Wonderful

40,816 görüntüleme • 4 ay önce

"I want to be one of the best athlestes ever" - Arman Tsarukyan sets his sights on becoming one of the best athletes ever 🫡👏 "My sport is MMA. Wrestling and grappling are just side quests. There’s no pressure, you just go there, you win or you lose, nobody cares. I’m doing this for fun. People think I’m not hungry - no guys, I’m here for a long time. I don’t just want to make money and be a UFC champion, I want to be one of the best athletes ever. To be the best in MMA, to be the best in wrestling, to show everybody you can grapple and wrestle. And if the UFC lets me box, I’ll box full time. I can box, I can wrestle, I can grapple, and I can do my sport, MMA." (Via The Schmo )
1:10

"I want to be one of the best athlestes ever" - Arman Tsarukyan sets his sights on becoming one of the best athletes ever 🫡👏 "My sport is MMA. Wrestling and grappling are just side quests. There’s no pressure, you just go there, you win or you lose, nobody cares. I’m doing this for fun. People think I’m not hungry - no guys, I’m here for a long time. I don’t just want to make money and be a UFC champion, I want to be one of the best athletes ever. To be the best in MMA, to be the best in wrestling, to show everybody you can grapple and wrestle. And if the UFC lets me box, I’ll box full time. I can box, I can wrestle, I can grapple, and I can do my sport, MMA." (Via The Schmo )

Red Corner MMA

92,679 görüntüleme • 5 ay önce

Fred Warner was asked why he started watching the 49ers - Seahawks playoff game in a suite before making his way down to the sideline in the second quarter: “The reason why I was in the box in the first place is because the training staff said 'to give you the best chance to have a good training session going into tomorrow to ultimately have a chance at playing in the game next Sunday if we win, you need to be in the box because if you’re on your feet the whole game your ankle is gonna swell up'. We were right there in the corner of the end zone where Rashid Shaheed returned the kickoff for the touchdown and the game was not going our way early on. They’re playing to their crowd — the momentum of the crowd and I’m sitting next to Patrick Willis and I said 'We just gotta settle in. We gotta play the game. Don’t let them play to the momentum. Let’s actually make them play the game', and Patrick said 'They need to hear that from you'. And I was like 'Done deal'. So I asked for a security guard to get me down there and I just tried to rally the guys and ultimately of course it wasn’t enough to get us over the hump. It just wasn’t our day.”
0:35

Fred Warner was asked why he started watching the 49ers - Seahawks playoff game in a suite before making his way down to the sideline in the second quarter: “The reason why I was in the box in the first place is because the training staff said 'to give you the best chance to have a good training session going into tomorrow to ultimately have a chance at playing in the game next Sunday if we win, you need to be in the box because if you’re on your feet the whole game your ankle is gonna swell up'. We were right there in the corner of the end zone where Rashid Shaheed returned the kickoff for the touchdown and the game was not going our way early on. They’re playing to their crowd — the momentum of the crowd and I’m sitting next to Patrick Willis and I said 'We just gotta settle in. We gotta play the game. Don’t let them play to the momentum. Let’s actually make them play the game', and Patrick said 'They need to hear that from you'. And I was like 'Done deal'. So I asked for a security guard to get me down there and I just tried to rally the guys and ultimately of course it wasn’t enough to get us over the hump. It just wasn’t our day.”

Coach Yac 🗣

761,626 görüntüleme • 6 ay önce

“Elon’s the best in the world at atoms.” “Atoms are going to be a decisive factor in the AI race.” “I think xAI is severely underrated.” Shaun Maguire explains why Elon Musk and xAI will win: “It blows my mind that people don’t understand how fast the company is moving.” “I believe the bottleneck—at least for inference—is going to be power.” “Even if you have the best model in the world, if you can only deliver it to 1% of the market demand—you’re heavily limited in your growth rate and expansion.” “With xAI, they’ve been building the biggest coherent training clusters in the world. They’re just not really focused on monetizing them right now.” “It’s kinda crazy people don’t understand the pattern yet.” “I think xAI is going to shock people with the scale it gets to quickly.”
2:29

“Elon’s the best in the world at atoms.” “Atoms are going to be a decisive factor in the AI race.” “I think xAI is severely underrated.” Shaun Maguire explains why Elon Musk and xAI will win: “It blows my mind that people don’t understand how fast the company is moving.” “I believe the bottleneck—at least for inference—is going to be power.” “Even if you have the best model in the world, if you can only deliver it to 1% of the market demand—you’re heavily limited in your growth rate and expansion.” “With xAI, they’ve been building the biggest coherent training clusters in the world. They’re just not really focused on monetizing them right now.” “It’s kinda crazy people don’t understand the pattern yet.” “I think xAI is going to shock people with the scale it gets to quickly.”

sourcery

181,463 görüntüleme • 5 ay önce

Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)
2:29

Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)

Financial Physics

127,791 görüntüleme • 1 yıl önce

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."
2:15

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 görüntüleme • 7 ay önce

Don’t be weak, don’t be stupid, don’t be a "Panican" — that’s what the White House says. Donald J. Trump says Panican is a “new party based on weak and stupid people.” He says if you’re strong, courageous, and patient, that greatness will be the result... and he knows how to get results. Golfing during a market meltdown isn’t a middle finger to middle America, it’s a middle finger to the world. It’s just business as usual while the rest of the world begs for a meeting. After every hole, he was on the phone fielding calls from panicked presidents. The feeling around the world is — “I can’t be the last one to reach a deal with Trump, because if I'm the last one, then I'm the one who’s getting screwed.” The people you hear complaining about the trade war are foreign countries and American companies who outsource to foreign countries. Trump basically said we had to knock using slave labor and sweatshops, and Democrats and Wall Street are crying about the price of flat screen TV's. And the pundits crying on CNBC are the same ones happy to shut down the entire economy for a virus with a 99% survival rate. Trump almost died campaigning, and if he lost, Democrats were going to put him in prison... dropping stocks don’t scare him. He feels like he’s on a mission to save the nation in his last term. Doing the right thing isn’t always easy, and he warned us it wouldn’t be... but like they say— no pain, no gain.
12:39

Don’t be weak, don’t be stupid, don’t be a "Panican" — that’s what the White House says. Donald J. Trump says Panican is a “new party based on weak and stupid people.” He says if you’re strong, courageous, and patient, that greatness will be the result... and he knows how to get results. Golfing during a market meltdown isn’t a middle finger to middle America, it’s a middle finger to the world. It’s just business as usual while the rest of the world begs for a meeting. After every hole, he was on the phone fielding calls from panicked presidents. The feeling around the world is — “I can’t be the last one to reach a deal with Trump, because if I'm the last one, then I'm the one who’s getting screwed.” The people you hear complaining about the trade war are foreign countries and American companies who outsource to foreign countries. Trump basically said we had to knock using slave labor and sweatshops, and Democrats and Wall Street are crying about the price of flat screen TV's. And the pundits crying on CNBC are the same ones happy to shut down the entire economy for a virus with a 99% survival rate. Trump almost died campaigning, and if he lost, Democrats were going to put him in prison... dropping stocks don’t scare him. He feels like he’s on a mission to save the nation in his last term. Doing the right thing isn’t always easy, and he warned us it wouldn’t be... but like they say— no pain, no gain.

Jesse Watters

271,813 görüntüleme • 1 yıl önce

🎥 || Jenson Button talks about whether Ferrari can be contenders this year and if Lewis Hamilton could still get his 8th title. “It was tough, I have to say, watching Lewis in 2025. You know, we were teammates for 3 years, I understand how good he is. So it was really tough to see him struggle with the team and you could see it in his face how much it was hurting. You kind of forget everything else he’s achieved at that moment in time because you just see the pain.” “But I think with the new regulation changes, we will see Lewis Hamilton back to his best, I really do. Because he’s going to have input in how the car is designed and have confidence in him taking a direction that works for him. So I hope to see that, we want to see Ferrari at the front and we all want to see Lewis fighting at the front again.” [Do you think an eight title is possible for him?] “I mean, I’ll tell you after the first race whether it’s possible or not, but with the way the reg changes are, anything is possible, and I really do hope that we see Ferrari at the front.”
0:58

🎥 || Jenson Button talks about whether Ferrari can be contenders this year and if Lewis Hamilton could still get his 8th title. “It was tough, I have to say, watching Lewis in 2025. You know, we were teammates for 3 years, I understand how good he is. So it was really tough to see him struggle with the team and you could see it in his face how much it was hurting. You kind of forget everything else he’s achieved at that moment in time because you just see the pain.” “But I think with the new regulation changes, we will see Lewis Hamilton back to his best, I really do. Because he’s going to have input in how the car is designed and have confidence in him taking a direction that works for him. So I hope to see that, we want to see Ferrari at the front and we all want to see Lewis fighting at the front again.” [Do you think an eight title is possible for him?] “I mean, I’ll tell you after the first race whether it’s possible or not, but with the way the reg changes are, anything is possible, and I really do hope that we see Ferrari at the front.”

sin ⁴⁴

96,988 görüntüleme • 6 ay önce

Leon Cooperman on leaving Goldman Sachs: "i had this view of managing money and having it aligned with the client's interest... i didn't want to build a business. i wanted to manage money." most of Wall Street is not in the business of making you money. they are in the business of gathering assets and collecting management fees. they just want to sell you products Cooperman left a 25 year career at Goldman Sachs because he refused to play that game. he did not want to be a salesman building a corporate empire. he wanted to be a pure investor. he started Omega Advisors to align his own money with his clients and focus entirely on the actual track record stop investing with asset gatherers who win even when you lose. find the rare players who actually eat their own cooking and only get paid when they deliver real returns bookmark and watch the full video here
1:03:24

Leon Cooperman on leaving Goldman Sachs: "i had this view of managing money and having it aligned with the client's interest... i didn't want to build a business. i wanted to manage money." most of Wall Street is not in the business of making you money. they are in the business of gathering assets and collecting management fees. they just want to sell you products Cooperman left a 25 year career at Goldman Sachs because he refused to play that game. he did not want to be a salesman building a corporate empire. he wanted to be a pure investor. he started Omega Advisors to align his own money with his clients and focus entirely on the actual track record stop investing with asset gatherers who win even when you lose. find the rare players who actually eat their own cooking and only get paid when they deliver real returns bookmark and watch the full video here

ludoonchart

51,594 görüntüleme • 1 ay önce

Liam Coen says analytics should inform decisions, never make them “We leverage analytics. Absolutely. We leverage it for the data and the information to make a decision, not to make the decision. That’s not how it goes. Ever.” “You have the data, AI, analytics, it is unreal. What are the true decisions that lie in the moment, in the now? What are the facts that you need to know? That’s great to leverage.” “We have game management. We have an analytics department to gather that information. But we are not making decisions solely based on those numbers. Ultimately, it has to come from the gut and from yourself.” “Is this the best decision for the Jacksonville Jaguars right now? Because that’s all you can live in. You’re living in every single play.” “I’m going to lean aggressive offensively, especially in year one when you’re trying to instill confidence. You’re trying to instill a mindset of, ‘Yeah, we are good.’ I believe we can go get fourth-and-two. We can.” “We talk about momentum a lot as a team. You can feel that. You can feel momentum. You know when you got it and you know when you don’t. I feed off that as a coach and I feed off the player’s energy on the grass and when they have confidence and momentum I want to roll with it, I want to keep it.” “When you have it you wanna stomp on it, you want to make them feel it.. That’s where the aggression comes in, you want to hold onto that and put your foot on the pedal. And as you grow as a coach there are times where you might be like, ‘Alright, may need to kick here. It’s going to be one of those kind of games.’” “So you have to be prepared, know your gut, go with your gut, feel this, all that’s going on around you, and make the best educated decision.”
3:21

Liam Coen says analytics should inform decisions, never make them “We leverage analytics. Absolutely. We leverage it for the data and the information to make a decision, not to make the decision. That’s not how it goes. Ever.” “You have the data, AI, analytics, it is unreal. What are the true decisions that lie in the moment, in the now? What are the facts that you need to know? That’s great to leverage.” “We have game management. We have an analytics department to gather that information. But we are not making decisions solely based on those numbers. Ultimately, it has to come from the gut and from yourself.” “Is this the best decision for the Jacksonville Jaguars right now? Because that’s all you can live in. You’re living in every single play.” “I’m going to lean aggressive offensively, especially in year one when you’re trying to instill confidence. You’re trying to instill a mindset of, ‘Yeah, we are good.’ I believe we can go get fourth-and-two. We can.” “We talk about momentum a lot as a team. You can feel that. You can feel momentum. You know when you got it and you know when you don’t. I feed off that as a coach and I feed off the player’s energy on the grass and when they have confidence and momentum I want to roll with it, I want to keep it.” “When you have it you wanna stomp on it, you want to make them feel it.. That’s where the aggression comes in, you want to hold onto that and put your foot on the pedal. And as you grow as a coach there are times where you might be like, ‘Alright, may need to kick here. It’s going to be one of those kind of games.’” “So you have to be prepared, know your gut, go with your gut, feel this, all that’s going on around you, and make the best educated decision.”

Josh Chambers

10,496 görüntüleme • 9 gün önce

Listen if you are a seller/flipper/business person in this hobby then don't be mad if a collector is just happy at staring at their cards all day...😂 Their price is their price and that’s ok 👌 The people that need a talking to are the fellow sellers/flippers/ business people who want to sell at 110% and buy at 75-80% ... I get it we all got to make our monies but if the ground rules are set at a table say best of luck and move on... there are plenty of people willing to work with you out there.
1:29

Listen if you are a seller/flipper/business person in this hobby then don't be mad if a collector is just happy at staring at their cards all day...😂 Their price is their price and that’s ok 👌 The people that need a talking to are the fellow sellers/flippers/ business people who want to sell at 110% and buy at 75-80% ... I get it we all got to make our monies but if the ground rules are set at a table say best of luck and move on... there are plenty of people willing to work with you out there.

Paullydoughnuts

28,086 görüntüleme • 6 ay önce

This is by far one of the best interviews from Bruce Flatt, Brookfield’s CEO. During the interview, the reporter asked him if we are in a bubble and he immediately broke character, saying we are not. He explained that the majority of these companies have better credit ratings than most countries, plenty of cash, and are making long-term investments. It’s not a job for everyone, and it’s not easy to do. Bruce also said we’re going to need all the power we can get, and energy consumption is expected to double over the next 15 years Bruce rarely shows emotion, but this time he decided to break character
1:51

This is by far one of the best interviews from Bruce Flatt, Brookfield’s CEO. During the interview, the reporter asked him if we are in a bubble and he immediately broke character, saying we are not. He explained that the majority of these companies have better credit ratings than most countries, plenty of cash, and are making long-term investments. It’s not a job for everyone, and it’s not easy to do. Bruce also said we’re going to need all the power we can get, and energy consumption is expected to double over the next 15 years Bruce rarely shows emotion, but this time he decided to break character

Bourbon Capital

327,840 görüntüleme • 9 ay önce