danny
@1dannymc
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Following
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Statuses
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Here: SMBs, snark, sports. Day jobs: PE / @harvardhbs / @bcg / @vassar . 802 for life.
Denver, CO
Joined February 2011
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@anothercohen
Really sorry to hear that. I know that leaving your role in R&D at Theranos and real estate development at WeWork was a big decision.
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@DefiantLs
@zerohedge
Is the difference between a social media platform and a newspaper not clear?
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@_ali_taylor
Next board meeting: we bought these pokemon cards strictly for diversification purposes
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@Carnage4Life
Describe the issues FRC has. Business mix is very different (<10% VCPE vs 50% at SVB) Otherwise this is irresponsible.
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@barrettjoneill
@Molson_Hart
@eddienasser
The methadone clinics and similar services are clustered there. And it’s a somewhat industrial area so fewer run-ins with normies
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@sweatystartup
If we’re competing in a global economy now, imagine what it looks like in 30 years. Now imagine how hard kids in China, Korea, Japan, and India are working. Plus it’s good to develop strong work ethic young.
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@seandsweeney
I took a work call while on vacation under that tree in the back a couple weeks ago. Mill Valley is nice but so are many other places! Your story brings me peace of mind when career stuff feels non-linear. Thanks for sharing.
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@OberandOut
I went to high school with Maddie. Didn’t know her that well, but knew her well enough to know the energy she brought to a room and what she meant to her friends.
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@SeanODowd15
Top 10 largest IVF clinics in the US have > 50% share and are almost all PE backed.
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@FullBlownMltdwn
This album would deserve to be on this list if it was just Planning a Prison Break and then 30 minutes of dead air. The song is that good.
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@DefiantLs
@zerohedge
I don’t really care either way, my point is that it’s not a great comparison. They’re fundamentally different. One is user generated content and the other has an obvious slant already
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@AndyHVandenBerg
@girdley
@acquanon
It’s not actually stale - I bought it for $300m and am re-listing it…it’s generated about $100k more cash flow than I expected which is great, but I’d like to focus on the higher multiple businesses in my portfolio
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Some thoughts on the Amazon aggregator hype cycle and its unraveling, and how it failed my "good consolidation idea" test. I guess I'm not surprised it failed, but also kinda surprised because I respect a lot of Thrasio's backers.
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@carrynointerest
Interesting to think about what’s leading vs lagging here - if I’m searching for food banks and pawn shops, I’ve probably already cut discretionary spending (and therefore those consumer changes are baked into current results)?
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@Jordan_Bianchi
@jeff_gluck
@TheAthletic
Hemric’s hook coming to the checkers was worse for the sport and had more impact on the outcome than anything Williams did today. And I like Hemric.
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@EdHand89
dunno if you saw this, the only thing that would make it better is if it was the former catcher
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@jennacxruso
Uh I’m 35 and modern baseball is definitely not mid. My opinion on the National is that they haven’t made a complete record in a decade and there has been at least one song on each of the last few records which is more cringe than anything a major 3rd wave emo band put out
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@jonwu_
I remember talking to the CEO of a craft beer business who noted, what seemed jokingly at the time, HBS student interest as a sign of the top. A few months later he sold his business to a strategic for a crazy multiple, and the craft beer bubble popped shortly thereafter
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Ok…jumping back into this…making a career pivot, hoping that sharing my experiences can save someone time and frustration. More to come.
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@minakimes
That’s definitely what Justin Jefferson’s body language says. Just oozing confidence and not utter frustration.
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@Steven_Hyden
Eucalyptus is the worst song the national has ever written and I will die on that hill.
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@SelfFundedSMB
My (biased) view - LMM operating role - maybe Chief of Staff / “jack of all trades” at a search fund acquisition with strong investors
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@huntercdurham
You got your health, you got your family, and you got time. And if you decide to take a job next, you have some forged-in-fire skills
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@carrynointerest
CEO is an amazing story, btw. Single mom who joined when it was a couple clinics in DC. Now running a company worth multi billions.
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@huntercdurham
1) mentioned being at a $100b AUM firm - check
2) very focused on military - check
3) clearly has ops background - check
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@jarridvtingle
The fed didn’t cause this - bad IR, bad risk management, and a bunch of VCs playing out “game theory” quickly and either not realizing or not caring their peers and portcos would be bagholders, sure
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@austin_rief
Easy. Tesla. Massive holes in their product portfolio. Don’t they know most consumers drive cars with combustion engines?
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@CatchKristen
@WillManidis
@JackMastrangelo
Been in Boston for a decade, went to HBS, and still feel this…if you weren’t born here, you’ll never really “belong”
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@Peter_Bukowski
Is it Barry’s fault that the offense is anemic again? Or is it the fact our athletic trainers, strength and conditioning, and playcalling are all below average too? Or you know, Jordan Love missing some open receivers and throwing into triple coverage?
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@FranchiseMnA
Planet Fitness franchisees. It’s pretty hard to find a unit without strong margins and return on capital
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@jcolesimpson
@AvgJoeMillion
@ChrisRamsey60
No that’s high…17m members and roughly 2,400 gyms, divides out to about 7,100 per gym
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@transitmatters
@ConciergeBoston
@kennycooks
@MBTA
@universalhub
@BrianLang123
@MonicaTibbitsN
Not enough buses or not enough drivers? Paying union OT might be less cost effective than subcontracting.
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@investing_law
It’s funny because I feel like law school kids looked down on us business school kids as unserious - who do they think their client is going to be if they go down this road?
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I wrote about two bird-related consumer brands, and why one's flying high and the other is grounded.
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@B_Madden4
In public: we are moving to value-based contracts to align incentives.
In private: we are doing hospital JVs and acquisitions in certain markets solely to use their rates as many places as we can
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1st thought on Hef dying: Trump is gonna honor him by flying the flag at half staff. Second thought: Hef would never support half staff.
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The idiots trying to cut the line at this Berthoud Pass traffic jam closure are the embodiment of why Colorado is bad
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@tmlens
@DavidAstinWalsh
@RWXPolitic
Unless they live in a state with high taxes and high real estate costs and now have fewer deductions
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@FranchiseMnA
Pre Covid it was pretty common to see $2m revenue / $700k EBITDA per club, with just under $2m buildout. Dunno about last couple years. The thing that impressed most was the sheer lack of low margin locations…I struggled to find something that was mature and not making 15-20%
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@carrynointerest
Fun fact (I have heard) is that Centroid wasn’t even invited to what was a relatively broad process - they had to negotiate their way in.
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If you can't join them, beat them. Some thoughts on fund spinouts and leaders with a chip on their shoulder from being passed over.
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@FranchiseMnA
Could this be the origin story for the next Garnett Station?
If you come for the King, you best not miss - thoughts on Burger King / Carrol's
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@Vassar
@VTLakeMonsters
@VassarBaseball
@EzraCaspi
@bravestatevt
@vermontpublic
@VassarAthletics
I will have to pair my Champ hat with my Brewers t shirt!
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Sharing my annual review using the
@SahilBloom
template. Probably too many words to say "I did some of the things in 2023, next year I hope to do more"
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@ISDBoston
When do people get to show up to your house, randomly, to inspect and see what codes you may be violating?
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@carrynointerest
MyEyeDr to the general public. This is an optometry roll up. No change in strategy under Altas. My former firm owned stakes before and after and I was on the deal team.
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@billbarnwell
Dan Quinn mashing the reset button in a huff before coming downstairs to eat a toaster strudel and get on the school bus
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@SievaKozinsky
There are PE funds with fund lives in the 15-20 year horizon - believe Cove Hill is one and some of the big guys (ie Carlyle) have a product. My Q is whether the returns are based on asset selection (ie are we well-positioned for 10+ years) or value creation strategy differences
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@cfo_mm
Seen this work well multiple times. Rationale different by case (expanding product lines, major cost synergies, faster growth market). Balls that are being caught in your core biz today will get dropped. Key Q is whether there’s more than enough juice in M&A to offset that
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@SahilBloom
Pitchers and goalies…it’s lonely, and you can only help the team not lose, you can’t win the game by yourself. But playing goalie was a really good way to learn the value of keeping the score close so the team can fight on
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@bobpockrass
At this rate, Ty Dillon won’t make it thru the season, unless they’re putting 90% of the team resources behind Corey. Ty’s getting blown out.
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@SorayaMcDonald
The president who shouldn’t be allowed to sit at the adults table at thanksgiving let alone govern? Low bar.
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@FullBlownMltdwn
First: “I am the watch you always wear, but you forget to wind”
Most recent: “it’s never adding up, but don’t write yourself out of the equation”
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I miss focusing on consumer investing and I need more
@cava
in my life, so I wrote about their IPO:
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3 takeaways from business trip to CA: blaming high rent for Boston’s mediocre food scene is a copout, I would rather do just about anything than hang out with big tech salespeople, whoever put the channel changer on the middle plane armrest either doesn’t fly or doesn’t watch TV
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@stillwell
The biggest shock of moving to Colorado wasn’t the dry air or the terrible drivers, but that such a hallowed institution was in a B/C strip mall
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@FranziaMom
Someone should make a mashup of the two, called “reinventing your anthems for a 17 year old girl”
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@ShadowTodd
The crawler with “presidential candidate Michele Bachmann” is a real blast from the past
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@llllbfgllll
Half this list are classics for me, and the other half I don’t know. Looks like I know what I need to fix.
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@EquiCompound
@TurnerNovak
Consumer preference / product mix is a big factor (ie shift from carpet to hard surface). HD just made a bet in the multi family room turn space with acquisition of Redi Carpet through HD Supply
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@lawyer4SMBs
C - get to A in half the time and then work on whatever you want without the PG - be it solopreneurship, startups, consulting, etc. The “post achievement professional” model.
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@brianphillips
I think we found the first rich straight white dude negatively impacted by this administration?
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If you come for the King, you best not miss - thoughts on Burger King / Carrol's
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@aplaceforowls
This was a great read. And (I think) you had a cool hat on at Foxing / Hotelier!
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How much would it cost to buy the
@shophouse
IP from
@ChipotleTweets
? Guess it's time to raise capital
@802Noah
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