固定されたツイート
🇺🇸🏈VegasDawg🏟️🇺🇸
17.7K posts

🇺🇸🏈VegasDawg🏟️🇺🇸
@UsedtoDifferent
“When you trim the fat, pigs squeal.” Senator Kennedy on DOGE.
Las Vegas NV 参加日 Kasım 2021
772 フォロー中255 フォロワー
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

According to the Gospel of Mark: “It was the third hour when they crucified Him.” (Mark 15:25)
In Jewish timekeeping, the “third hour” = 9:00 AM.
Jesus hung on the cross from about 9 AM until 3 PM, six hours of unimaginable suffering. From noon to 3 PM, complete darkness covered the land (Matthew 27:45), and at the ninth hour (3 PM), Jesus cried out and gave up His spirit.
Why is this timing so significant?
⚡9 AM (The Third Hour) was the exact time the morning sacrifice (the Tamid lamb) was offered daily in the Temple. Jesus, the true Lamb of God, was lifted up on the cross at the very moment the sacrificial system pointed to Him.
⚡3 PM (The Ninth Hour) was the time of the evening sacrifice and prayer in the Temple. Jesus died precisely when the final sacrifice of the day was being offered, completing His perfect, once-for-all sacrifice for our sins.
Everything happened right on God’s divine schedule. Not one detail was random.
Jesus didn’t just die for us, He died at the exact right time, fulfilling every shadow and prophecy of the Old Testament.
“But He was pierced for our transgressions… by His wounds we are healed.” (Isaiah 53:5)
This Good Friday, let’s remember: the same Savior who was crucified at 9 AM and died at 3 PM is alive today and offers us forgiveness and eternal life.

English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

In 2003, a German film crew followed a nomadic family in Mongolia's Gobi Desert. The film, The Story of the Weeping Camel, was nominated for an Oscar.
A mother camel had rejected her newborn after a brutal two-day labour. Without her milk, the calf would die.
The family knew one option. They sent their two young sons on a journey across the desert to find a musician who could perform a ritual called Hoos, a chanting ceremony passed down for centuries specifically for this moment.
The musician came. The ritual was performed. The mother camel wept real tears and turned to her calf for the first time.
The film crew had gone to document a way of life. They had no idea they would capture that.
UNESCO added the Hoos ritual to its Intangible Cultural Heritage list in 2015, alongside flamenco, the Mediterranean diet, and the art of Neapolitan pizza making.
English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

Breaking news: Attorneys for Rep. Eric Swalwell demanded in a letter to FBI Director Kash Patel that the bureau refrain from releasing decade-old investigative files involving the congressman’s purported ties to a suspected Chinese intelligence operative. wapo.st/47vVWAa
English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

For me, there are 6 guys in this draft that change games the second they step on the field. At 6, I am not getting cute. No trade, no overthinking. You take a dude who tilts the field and impacts winning right now. Players over plays. Period. #Browns
English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

Husband said they couldn't keep this rescued pup. He gets home from work and this pup gets so excited. In return this husband shows his love and excitement to see the pup.
Sometimes we can't help to fall in love with fur babies. They definitely have a knack for getting to our hearts. I love happy endings.
English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

@RobertK_2142 @alt_w_v_g I asked Grok the same. All those references are based on Reddit posts. Not saying he grabs more than 125k, but I searched and couldn’t find a good source.
English

Ran some diligence on SiriusXM this weekend
Not because anyone asked
Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for
I didn't have an answer
So I pulled the 10-K
SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap
Read that again
The debt is larger than the company
Their business model, simplified:
1. Pay automakers to install radios nobody asked for
2. Give every new car buyer a free trial they didn't request
3. Hope they forget to cancel
4. Charge them $25.99/month for something their phone does for $10.99
That's it. That's the model.
They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that.
Revenue has declined three consecutive years
The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years.
These aren't loyal customers
These are people whose spouses haven't noticed the $25.99 charge on the Amex yet
The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners.
That's $800 per listener per year
My analyst did the math three times because he thought he was wrong
He wasn't
For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods
Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made.
SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite.
Spotify's full-year revenue grew 19%. SiriusXM's declined 2%.
Spotify trades at 74x earnings. SiriusXM trades at 5x.
The market is not confused about which direction these businesses are headed
Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed.
Probably because it's embarrassing
They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install.
82% of the cars with their radios in them are generating zero revenue
In any other industry an 18% hit rate gets you fired
In satellite radio, it gets you a seat on the NYSE
Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior.
Adjusted EBITDA was $2.73B that same year
The distance between those two numbers is called addbacks
And they're working overtime
2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress.
On Wall Street, we call this managed decline
Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth.
His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs.
I don't know why he's still in. You don't know why. His shareholders definitely don't know why.
The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies.
The bear thesis: Every teenager alive today has never used a car radio
Both are probably right
SiriusXM's competitive moat is not content. It's not technology. It's not brand.
It's the 47 minutes it takes to cancel over the phone
SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors.
Plz fix. Thx.
Sent from my iPhone
English

@EsnardGlen @jpodhoretz I think Michelle did an amazing job this season.
English

@UsedtoDifferent @jpodhoretz I think Michelle’s character saw it. There are a couple of scenes where Russel admits he is lenient and bails the daughters out.
English

Because if you @catturd2 I signed up for Paramount + @paramountplus and just binged on “Landman”. Holy Shit. I’m hooked.
Can’t wait for Season 3. Thanks!
Catturd ™@catturd2
Watched both seasons of Landman. So freaking good. I laughed out loud so many times. Can’t wait until season 3.
English

@nigdestroyer420 @alt_w_v_g He sucks.
But where are these numbers coming from?
English

@UsedtoDifferent @alt_w_v_g Lol what world do you live in. Today stern probably gets 20 listeners a day (his show sucks now) and sirius publish listener numbers for shows. The only people who pay attention to stern nowadays are former fans interested in how far it's fallen
English

@djvlad You have all of that now and it’s still not enough. Why? Because only God can fill the emptiness.
English
🇺🇸🏈VegasDawg🏟️🇺🇸 がリツイート

This dog's name was Gunner. My uncle brought him back from WW2. He was raised and slept under my uncle's anti- aircraft gun. The gun crew shared their
rations to feed him. By the time he was 18 months old, my uncle said he would stand up and look at the sky. If he laid back down they knew all was ok. If he growled
and put his hackles up they got at the ready. He knew the sound of the German aircraft and my uncle said he
never got it wrong. He said Gunner was better than any early warning system. I'm probably the only one left in the family that knows that story now, so I thought I'd tell it before it's lost forever, like many stories must be from that time. Thanks for reading it.

English

@BarefacedEditor @CameronWolfe @RapSheet @nflnetwork WTAF do you know about Sanders’ football IQ?
Just STFU loser.
English

@CameronWolfe @RapSheet @nflnetwork This is an open competition because sanders is not a leader. He is actually a low IQ QB. His physical skills are good. His brain is mush. I don’t know how a coach can fix this type of problem. Sanders needs to work on being a leader. He sounds like a 17 year old.
English

Open #Browns QB competition featuring Deshaun Watson & Shedeur Sanders with new HC Todd Monken who could help both of their skill sets.
+ Why CLE could use 2 first round picks (6 & 24) at non-QB offensive spots like LT and/or WR to support QB1.
For @nflnetwork The Insiders:
English











