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skipmcgee

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Everything posted by skipmcgee

  1. Did you see the billboard they put up?
  2. 100% to Kansas. Guess we're dooooooomed.
  3. Quantum raised $2.7B for Fund VII.
  4. Well yeah. I wasn't suggesting lending for a natural gas processing system in Iowa. There has to be actual demand.
  5. Any leverage is going to amplify risk, but it's not like PE funds are going to be financing greenfield midstream projects with all equity. Is there anyone that would be willing to fund a pipeline purely with equity?
  6. D/C ratio seems like a fairly normal debt covenant. Is there something else weird to this trend?
  7. Nah. He's from a Nigerian immigrant family that has had him in private school from kindergarten and that cares about academics first and foremost.
  8. First round, but not top five anymore.
  9. Not expecting them to be a powerhouse, but this year was their worst record since 2011.
  10. Bet they just promote Aranda.
  11. It'll be interesting to see how they do this year.
  12. https://www.amazon.com/Options-as-Strategic-Investment-Fifth/dp/0735204659 Options are great for hedging, leverage, and creating asymmetric payouts. They're also a great way to turn investing into a casino game. Robinhood is great, but it's also not the most robust options trading platform.
  13. Actually, having read the 8-K on the restructuring, they're going to be a C-Corp (p. 8 of Exhibit A if you're curious). Guess it's just Mid-Con and the non-ops.
  14. There's still EV Energy Partners (bankrupt, but I assume will restructure as an MLP) and Mid-Con Energy Partners. There's also non-ops like Viper.
  15. Hopefully we can keep Orlando on the Kirby Smart path. Keep giving him raises and convince him to stay until something really good opens up.
  16. Well, he tried using "Daniel Joseph", but it appears that he's switched back.
  17. Honestly, the fact that Steve McNair managed to have a successful career while playing under Jeff Fisher is supremely impressive. In Fisher's 22 year career as a head coach, he had six winning seasons. Four were with McNair and two were with Young.
  18. The twin specters of new regulation and reduced ad revenue are a pretty ugly combo.
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