go birds / sf NIMBY hater / finance / shitposting

Joined December 2025
howie rosegod retweeted
From @TheAthletic: If the NFL truly acted in the best interest of Jalen Hurts, one of its most decorated and well-known players, an investigation should substantiate that, our columnist writes. The league and the Eagles should have nothing to hide. nyti.ms/4BiyGCX
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howie rosegod retweeted
Terminal value drives 70%+ of valuation in a DCF model. Narrative drives perception in terminal value. Detecting (or predicting) narrative inflection is the new meta that's really always been the meta.
If you think you're modeling skills are what's going to give you a long term career edge, you are wrong: > Thousands of hours spent developing the skill > Clueless nepo interns building crazy models > Tasks that would take 1hr+ are done in 2 mins You need to find a new edge
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Average Carson Wentz post SB52 era roster
This week’s projected offense for London. QB: Jalen Hurts RB: Will Shipley RB2: Dameon Pearce WR1: Tay Wicks WR2: Makai Lemon WR3: Darius Cooper TE1: Zach Ertz TE2: Johnny Mundt OT: Jordan Mailata LG: Willie Lampkin C: Drew Kendall RG: Tyler Steen RT: Markel Bell.
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My privileged take as an Eagles fan is that I just don't pay attention to "dead money" or "void years", etc. Howie Roseman handles that. Maybe someday that blows up in my face, but it's been over a decade of him keeping those plates spinning, I trust him until proven otherwise.
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howie rosegod retweeted
Article on WSJ today noting how Warren Buffett still spends his evenings browsing through random videos on YouTube Men truly only want one thing. A good meal, an investment portfolio of cash flowing assets, insurance operations that generate float for new investment ideas, and hours to spend on YouTube
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howie rosegod retweeted
Oh my god the Phillies are doing this again but without the World Series championship
The Phillies in the playoffs by year since 2022: 2022: Lost World Series 2023: Lost NLCS 2024: Lost NLDS 2025: Lost NLDS 2026: Lost NL Wild Card
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howie rosegod retweeted
Playoff baseball really isn’t enjoyable it’s just 3 hours of pain
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howie rosegod retweeted
The Philadelphia Eagles' offense is a work in progress and struggles with an identity issue. Head Coach Nick Sirianni is more than a CEO coach. Many elements of his offense are in this scheme. Changing OCs brings new game-plan designs, sequencing, scripted plays, playcalling, and different tendencies. It does not knock SIrianni's structure, foundation, and core values out of the offense The OC can change how the offense gets from Point A to Point B, but Nick still has a significant influence on what that offense is The underlying framework will stay the same unless a new HC is in place. Issues aren't solely on the coordinator without acknowledging the head coach's influence on the offense I'd remind some that the Eagles struggled out of the gate in 2024 and finished as one of the most dominant teams in modern NFL history Who knows where this team ends up, but pointing fingers and blaming the staff is premature, imo. It may be deserved, but the results aren't there yet to confirm it. This offense was always going to be a work in progress at the start of the season, especially without a pre-season. Injuries and the offensive line's play have made that learning curve and production even harder This is a week-to-week league, and hopefully the Birds start producing results and improving game by game to finish where everyone hopes they can
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This guy supports Israel #doxxed
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howie rosegod retweeted
No QB has trusted their offensive line in pass protection more than Nick Foles in 2017
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howie rosegod retweeted
SFO is the nicest airport in the country but you’re not ready for that conversation tbh
the harvey milk terminal at sfo continues to feel like the only airport terminal in the US that was built by and for humans
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howie rosegod retweeted
How long til we all collectively agree that the gigantic baggy men’s pants thing is ugly as hell. Don’t care if zoomers in bushwick like it A year two years tops of this derangement left
This quoted post is unavailable.
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howie rosegod retweeted
Everybody’s “better than Jalen Hurts” til its time to be better than Jalen Hurts
Drake Maye on throws 10+ yards downfield 3/9 passing 3 interceptions but 7/8 behind the LOS 🔥
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Consumer hardware? Would love to
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howie rosegod retweeted
I still think its crazy DeSean caught bombs from Mcnabb,Kolb,Vick,Foles and Hurts.
Here’s every 50+ yard receiving TD DeSean Jackson had as a Philadelphia Eagle. 🔥 The greatest pure deep threat in NFL history. 10 days until the Eagles’ season opener. 🦅
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Holy shit this woman is the best communicator of basic economics to regular people I've seen in ages. More of her please.
"Housing is one of the largest ways things are going wrong for young people. And people blame that on capitalism, because that's the status quo. But, in fact, housing is one of the sectors of our economy that is least exposed to the free market." @emmma_camp_ joins @maggiemoda and @SamRaus1 for the pilot episode of Breaking Containment, Young Voices' new podcast about the stories that shape the timeline and front page. Full episode out this Friday at 3 PM ET.
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howie rosegod retweeted
FWIW, private equity investing is not primarily about sourcing and winning deals. The key differentiator is your ability to actually manage your portcos and drive value creation. PE is not a form of investing it is a form of governance....
The buyside has two main paths: • Private (PE, credit) - Compete with other funds to source and win deals. • Public (stocks, HY) - Find mispriced securities and figure out why the market is wrong. Private investing is a dealmaking and relationship job. Public investing is a research role.
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