Master of EBITDA Adjusting ~ Industrials / A&D ~ SaaS / AI ~ LMEs / Rx ~ Unapologetically Catholic ✝️ ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ ≠ investment advice
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Joined July 2019
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NEW: Ohio State AD Ross Bjork says the Big Ten is exploring a football scheduling model for 2028 based on the previous year’s standings:
"So next year’s schedule, we would not know who we’re playing other than protecting the rivalry games. Obviously we have the biggest one, right? Other than that the rest of the schedule could be based on how did the teams finish in the previous year. That’s how the NFL does it."
(via @971thefan)
on3.com/news/ohio-state-athl…
$NNBR starting the Q3'26 earnings call with another fire intro video.
$NNBR GF and I just got back from a lil getaway for a few days, but my initial NNBR Q3’26 earnings thoughts are below.
Coatue believes AI companies should be valued on Pre-Training Cost Adj. EBITDA. I wholeheartedly disagree.
Training costs cannot just be turned on ‘n off.
Training costs are like Maintenance CapEx - you can’t turn them off bc then you’re depriving your business of the exact thing it needs to sustain itself and remain competitive. AI companies move incredibly fast, and have to continuously be investing in training bc if they do not, they will fall behind the competition.
Valuation advice from VCs should be taken with a grain of salt. Just my 2c.
