Mark

@charliebilello That is kinda good right?

Apple Revenue (Billions) 2025: 436 2024: 396 2023: 386 2022: 388 2021: 378 2020: 294 2019: 268 2018: 266 2017: 229 2016: 216 2015: 234 2014: 183 2013: 171 2012: 157 2011: 108 2010: 65 2009: 43 2008: 37 2007: 25 (first iPhone released - June 2007) $AAPL

@wagesofwins Understand your point, but they do not lose money on NBA- ad revenue is booked 100%, problem is there is no margin on NBA revenue

Notice it is argued that losing millions on men's sports is okay because in the long-run this "investment" will pay off. Women's sports are often evaluated in terms of perceived losses right now. Losses on men's sports tend to be seen as just an investment.

@DrwillpF @JonHeyman Do you get a ring for stats? Even Judge thinks Ohtanti is the best player currently

@JonHeyman Ohtani?? Give me a break. Every statistical analysis show that Aaron Judge is a better player: Last year and throughout their careers. #Yankees

Novak Djokovic is on the Mount Rushmore of athletes this century. Brady, LeBron, Ohtani. And don’t @ me.

@JonHeyman @JoeGratta 25 years in and you are calling it? Like Washington was greatest president of the 18th century, Jim Thorpe the greatest football player of the 20th century….you leave 75 years for people to call you stupid

@JoeGratta This century

@barstoolsports NBA defenses are not good, but let’s not talk crazy- if Flagg was still in college he would be the greatest college player of all time and it would not be close.

The guy who dropped 49 in his most recent NBA game would be the 6th best freshman in college basketball right now ??

@AdamSchefter Or maybe bad teams just shouldn’t make the playoffs

Now that the Buccaneers have beaten the Panthers, Tampa needs New Orleans to beat Atlanta to win the NFC South. If it doesn’t, the Panthers will be the NFC South champs and host a wild-card game next weekend as the NFC’s No. 4 seed.

@criscarter80 The one where the receiver was tripped from behind? The literal definition of interference…. Hmm

That is the worst passing interference call I’ve seen in the NFL this season. Terrible.

@BillSimmons Opps I did not mean too?? Of course that is a penalty- almost the definition of interference one might say…you are a perfect example of gambling rotting your brain.

It’s almost like they want Atlanta-New Orleans to mean something tomorrow

The bogus TMac OPI, the unexplained call on the backward pass, then this biatant miss… that’s just this half.

@AndrewBrandt In a league where you are suppose to be going for rings- let’s remember Payton has 1 ring, 15 years ago- how many more years until he has/develops a good QB?

Took on $85 million in dead Cap to do so. He must have.

@FOS 1 title in 24 years- who would want his thoughts?

Mark Cuban denies an ESPN report that he has mapped out a plan for the Mavs' front office future after the firing of Nico Harrison. "I have no idea who made it up," Cuban tells FOS. "I have not mapped out a plan for anything."

@BillSimmons your dad is 80+ and has all the money in the world, what is your down side - not trying to be crass - just be honest when speaking of it.

This is stunning! Thought for sure Netflix and ESPN would split the rights. Just a crazy amount of money for UFC. Truly bonkers. But Ellison is clearly ready to spend — maybe this will be good for MLB?

@Tesho13 garages that face alleys - best set up.

I keep changing my mind about the value of alleys. Are they good or bad for walkable neighborhoods?

Saw the TKO folks on CNBC today - why is Mark Shapiro not the CEO of Disney already?

@morganhousel @fed_speak @robkhenderson anyone that speaks about food as being "rich or poor" has never been poor, or smart for that matter...

@fed_speak “Rich people food looks better than it tastes and poor people food tastes better than it looks.” @robkhenderson

One of my favorite things to do is to eat a really nice dinner at a fancy restaurant and follow it up the next morning at Waffle House. A reminder that deliciousness exists across a continuum.

@LevAkabas must be a stats reason for it, but just from watching, I would much rather have a great TE than a great WR - Call it the Kelce/Gronk rule

NFL salaries for top wide receivers (+88%) and quarterbacks (+78%) have increased more than any other positions since 2019 Positions with the slowest growth are special teams, center, and running back

@JoePompliano it is interesting that all the other athletes had already won something and at the top of their fields...

Nike’s ad for Shedeur Sanders has 11 million impressions in less than 24 hours. That’s 4x more impressions than they typically receive for even their most popular posts.

@APompliano Argentina's politicians said the same thing right before everyone stopped buying their debt....

Here is your daily reminder that interest rates are too high and it is costing Americans billions of dollars.

@DrDavidKass the point being, GE was wildly overpriced in 2000.

Barron's: "Recently, the combined market capitalization of the three GEs exceeded $430 billion, representing 72% of GE's 2000 peak of about $600 billion. It's a massive improvement considering GE's market value fell below $70 billion in late 2018, just after CEO Larry Culp was brought in to try to fix things. The free cash flow recovery is even more impressive. Wall Street projects combined 2025 free cash flow of $10.5 billion, topping GE's free cash flow of $8.7 billion in 2000."

@BigJohn043 he lost me at #1 - besides the obvious-'everything is worth differently to different parties', which is why a markets exist. But most importantly, always buy things for less than they are worth to you.

I don't think this is true at all. When we are doing a roll-up we are looking to buy very specific businesses in very specific geographies. If your business fits the buy box we are 100% willing to pay a market price. It is also important to understand that time is of the essence. We only have a ~5 year hold period and we want to create momentum at the beginning. Sitting back and waiting for sellers doesn't work. We need to proactively try to make deals happen....

@JoePompliano count how many times he touched the ball- simplicity by design = pure magic

Messi still doing this kind of stuff at 38 years old is unbelievable