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J.R.

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Posts posted by J.R.

  1. On Urban:

    he has plenty of money and doesn’t need Texas to get more if he wants it. He is not wallet-whippable. 
     

    he has a tarnished but solid legacy as a winner. Everywhere he has been. At UT, given its reputation for making total mincemeat of seemingly qualified coaches, he must know there is a chance he tarnishes the winning part of his legacy. 
     

    he knows he will not get away with what he did at OSU and UF at Texas. He may believe that is necessary to winning.  
     

    Texas needs a total program rebuild and a cultural rebuild that goes far beyond the program and its fans. He has never taken that in before. Why would he feel he knows how to do it?

    so why is he coming again?

    • Fuck You 3
  2. On 8/4/2020 at 3:39 PM, RPM said:

    It was the least rewrite of WW2 history in quite a while. Pearl Harbor and Midway really screwed the pooch. This gave a fairly accurate account of a convoy crossing without cramming unbelievable related events to advance an agenda like Pearl Harbor and Midway did. 

    If it's PlayTone, I'm in.

    Despite being gratuitous with CGI Midway is actually pretty accurate on a high level. In fact the script had a disclaimer that said “everything in here that sounds like Hollywood bullshit actually happened”

    • Like 1
  3. 8 hours ago, MillerEP said:

     

    It’s basically the plot of major league but with soccer, based off a parody commercial, and though it shouldn’t work it’s a brilliant show. Highly recommended if anybody else shells out for apple+

     

    Agreed this should be stupider than shit but it is somehow pretty good

    • Hook 'Em 1
  4. On 6/12/2020 at 5:27 PM, BrazilHorn said:

    Look at being an SE/SC at like an Oracle/Workday/SAP etc

    you can leverage CFO experience and demo software but leave prospecting/progressing/closing deal to sales team. 
     

    or at a selection partner shop/consultancy a la Deloitte, KPMG

    This is on the right track. I moved from basically a pure technical commercial litigation practice to run a sales organization. I have been pretty successful mainly because my predecessor was total dog shit but also because I am selling highly customized solutions. I would not have been nearly as successful selling widgets or something highly relationship based. Get into something where customers seek you out for your unique solution (doesn’t have to be the ONLY solution) and then you can build relationships and trust through your expertise and experience. 

  5. On 7/2/2020 at 6:27 PM, Brisketexan said:

    barbecued bologna is an actual thing in Oklahoma.

    And it's not terrible, once you accept the fact that it's barbecued bologna.

    Sir you are underselling it quite a bit with “not terrible.”

  6. 9 hours ago, Dr. Beeper said:

    Fuck that. You’re going to see mass consolidation and as we approach $40-$50, you’re going to see new teams be formed with patient capital, picking off assets Exxon and Chevron don’t want, and Oxy assets out of bankruptcy. 

    This industry is harmed but it’s not going away. 

    This. And the idea that foreign production that is also getting destroyed will bounce back faster than US shale is downright laughable. 

  7. 2 hours ago, FartingMonk said:

    It used to be that way but just about everyone is now primed for "opportunity crude" which basically.means cheap sour shit

    I would say most of the more complex USGC refineries have been modified now to accommodate a lot more light sweet. But to answer the original question, two things dictate the product slate: the crude AND the refinery design. More precisely, the product slate is dictated by the specific units in the refinery. The spread between cheap sour shit and light sweet had narrowed significantly due to the Vz meltdown. 

  8. I think Nancy made a calculated decision that her case was likely to get better with time and the pressure would be increased to have a substantive trial with witnesses and not the whitewashing equally politically astute Kentucky turtle had planned and got damn was she ever right. She is a throat slitting stone cold bitch and I respect it. 

    • Like 3
  9. On 12/30/2019 at 12:10 PM, ryskey said:

    Capital markets and the way energy companies are structured will likely play a big part.  Oil companies should have never been able to borrow money at L+2.5% with such loose standards.  This period of austerity in the oilpatch, at least with respect to debt, is probably going to last.  No more credit facilities that allow greater than 3x debt/cash flow.  This will generally only affect the smaller guys, as the bigger E&Ps already have excellent balance sheets. Pioneer at 1x should debt finance a bunch of acquisitions as soon as sentiment improves a little bit.

    Wind/solar can put a lot more debt on their assets and still be considered "healthy."  That will probably contract at some point, but 5-7x is pretty common.  One way to subsidize renewable energy would be to create a Fannie/Freddie for them.  That's a good possibility if/when another D is elected president.  Injecting a ton of liquidity will keep rates low and damp the cycles.  I'm not saying that should happen.  Just what likely will happen.

    In terms of unlevered returns, oil and gas investments will almost always beat investments in renewables.  But the equity return of a solar asset with a nice PPA and 5x leverage can definitely compete with PXD at 1x.

     

    I am pretty active in the renewables space and I think this nails it. If this market had liquidity and assured continuance of subsidies, RINs, tax credits, etc it would take off like gangbusters. It is already running pretty hot but liquidity is the holdup. The technology will get cheaper and pretty soon it will be very common in the first world to have diesel made from cooking grease and soybean oil and all sorts of weird shit. 

  10. I went to the game yesterday and observed that the average attendee gave two shits about the quality of the football and will continue happily shoving money into Jerry’s gaping maw that leads directly down into the 7th circle of hell. It was depressing. 

  11. You can go to the Houston actual passport office and get one in whatever short amount of time is justified based on an in hand itinerary. Not that difficult. But set aside a whole day because you will need to wait for awhile in the office and come back to pick it up. When I did this, there were people getting passports for travel that night. It was less than $500. 

    • Like 1
  12. On 12/15/2019 at 12:52 PM, Dylan383 said:

    Speaking of Peaky Blinders, the writer behind the series is behind the new take on a Christmas Carol on FX and BBC this coming Thursday night. It looks good.


    Sent from my iPhone using Tapatalk

    It’s probably not for everyone and definitely not kids but I enjoyed it immensely. 

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