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Joined March 2021
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Joe Cool retweeted
🚨 Victory Monday giveaway 🚨
Repost for the chance to win a @kylemonangai signed helmet
Okay so it’s just IC?
Bill Ackman on the investment process at Pershing Square
"We typically have two members of the team do a deep dive on the company. They will start with the SEC filings, 10Ks, 10Qs, and conference call transcripts. Then, we will assemble the key issues we are trying to understand.
We spend a fair amount of time on expert networks. We will talk to former employees, other industry experts, and competitors to get to the underlying issues.
Then we build a model of the business. We get an assessment of how this pencils and what kind of return does it generate at the price we can buy it for today.
Then that team will put together a deck and present it to the group. That two-person team is usually not Ryan [Pershing Chief Investment Officer] or myself. We do our independent assessment to be dangerous enough to ask the right questions. Then we have the balance of the team, another five people, who have not done work on the name.
That group comes together to discuss an investment. Out of that meeting, we can make a decision to invest in the company. Or maybe we can say there are still some open issues. Then they will go back and do the work, and come back to the team"
Joe Cool retweeted
How @grok was moving today.
No more P/E ratios in my model template!
Breaking: Blackstone’s top private-equity executive Joseph Baratta is preparing to leave the firm, the latest in a string of departures from the investing giant on.wsj.com/3Vf20K7
Joe Cool retweeted
Good morning! Great day ahead - great season ahead!!
I’m so thankful to begin another journey of 1,000 Touchdowns with millions of you.
But for me - as always - *nothing compares* to knowing Christ my Savior.
May God bless you and your loved ones.
That’s Shane Gillis and Charlie Kirk
Buddies wearing a Bill Belicheck Lovett short sleeve sweatshirt #shrink #thatspanic . Had to blur so feet lovers don’t find it again
Joe Cool retweeted
It is not always easy to understand and accept God’s ways, especially when they are very far from our own. Then the temptation arises — against all the reasoning of faith — to think that the Lord is the one who is wrong, or worse still, that he is not listening to us or is not concerned about us.
Joe Cool retweeted
How is this not a bigger story?
"The "Philadelphia Inquirer" found dangerous chemicals in the astroturf of the now-demolished Veterans Stadium.
Six Phillies who played on that turf, Tug McGraw, Darren Daulton, John Vukovich, John Oates, Ken Brett, and David West have died of a rare and aggressive brain cancer. The six players all died in their 40's or 50's, roughly three times the rate of the average adult population.
Even more alarming was their mutual diagnosis of glioblastoma.
The Phillies sold pieces of turf in sealed 4 x 4" bags.
The "Inquirer" purchased four of those on eBay.
Samples analyzed by two separate labs found 16 types of dangerous chemicals in the turf.
They are referred to as “forever chemicals” because they don’t break down and can last in the human body for years.
The US federal government estimates that 12,000 artificial turf fields containing PFAS or “forever chemicals” exist in USA.
The US Federal Government estimates that 12,000 artificial turf fields containing PFAS or “forever chemicals” exist in USA.
Darren 'Dutch' Daulton.
And still no updates on this story!!!
