BullRunner @BullRunValue

Micro/lower middle-market PE by day; trading small-mid cap public equity and debt for fun. United States Joined February 2020

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BullRunner @BullRunValue

5 months ago

@yenoms Dumb question… what do you mean “pay accrued”? Did they PIK a portion; are they not current on cash interest?

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BullRunner @BullRunValue

6 months ago

@paulswaney3 Integration

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BullRunner @BullRunValue

11 months ago

@patrick_oshag Good episode/guest... I wish Andrew was more specific about some of the specific industries that were struggling in the K-shaped economy.

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BullRunner @BullRunValue

a year ago

Morgan Samet (Lingotto): “Sometimes “nonconsensus” means understanding how massive an opportunity could be.”

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BullRunner @BullRunValue

3 years ago

@IgnoreNarrative Outside Podcast has some good, short all-age appropriate shows… holiday adventures gone wrong (12/14/22), etc

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@fangraphs @jeffwzimmerman One of my favorite articles each week... thx! Luis Garcia has been a great Seager replacement for me the last 3 wks in a pts leag... his lack of KOs makes him the 8th best SS... ahead of Franco, Tatis, Witt, Volpe, Mateo, Lindor, Turner, Neto, Correa, Xander, etc.

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BullRunner @BullRunValue

3 years ago

@girdley Related question... how do you structure a review of a small business CEO?

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BullRunner @BullRunValue

3 years ago

@alluvialcapital I luckily liquidated a large (for me) position in these in spring 2007 to make a down payment on a house; I was lucky with the timing as the auction function went defunct for a believe 1.5yrs or more. Not sure how they did thereafter.

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BullRunner @BullRunValue

3 years ago

@DolePlantation Do you have a gluten free menu at the restaurant?

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BullRunner @BullRunValue

3 years ago

@MadThunderdome Following… going in early August. Currently have the Louis/emerald/moraine lakes, banff gondola/lunch, whitewater rafting, hot springs pool on list. Looking for glacier hike tour guide recs.

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BullRunner @BullRunValue

3 years ago

@kcerminara What multiple should they trade at in 5 years? I think Ford/GM trade at 0.33x revenue today.

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BullRunner @BullRunValue

4 years ago

@sinstockpapi @ValueAddCapital Whatever your wife says?

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BullRunner @BullRunValue

4 years ago

@realEstateTrent 3 NHL players in my town are doing that; they have kids the same age that can easily roam between the homes.

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BullRunner @BullRunValue

4 years ago

@IgnoreNarrative Effectively trying to use that as my default worldview… “assume they are doing the best they can”

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BullRunner @BullRunValue

4 years ago

@SuperMugatu Congrats on your efforts; sounds like a great outcome for you. Any more detail on the level of activity... significant gym time or mostly "just walking"?

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BullRunner @BullRunValue

4 years ago

@NiceQuarterGuys I'm not judging the guys & gals; there is often room for personal growth driven by the natural change cycles related to internal items, like promo./retire. and new senior execs (bring their own initiatives), and market shifts. There is often less stability than you would think.

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BullRunner @BullRunValue

4 years ago

@SEOssian @XavierHelgesen He effectively did, in indicating upfront it was comped.

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BullRunner @BullRunValue

4 years ago

@alluvialcapital The Indianapolis Indians AAA baseball team is a community owned stock that has bought in most of its shares over the past 30years… studying a ball team makes sense over the 4th!

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BullRunner @BullRunValue

4 years ago

@jordanpcarter Agreed generally with the sentiment, but isn’t your tax calc missing the interest deduction… maybe $95k, reducing the tax bill by $33k and doubling the FCF?