Liked the revenue. FCF guidance was disappointing. Well run company. 9.7X return over last 10 years vs. 4.6 for SP 500. Reasonable multiple that shouldn't get whacked too hard in a pullback/correctio… (View Post)
Que Sera, Sera. No plan. LIPO. Washington will be on the outside looking in. Zero NIL deals of any magnitude for the players and taking direction from the guy who hated the Rose Bowl experience and q… (View Post)
Imagine seeking consulting from someone who didn't enjoy the lead-up to his only Rose Bowl. Imagine seeking perspective from someone like that. May as well retain Joe Avezzano for input on how to win… (View Post)