BC Che Chi’s

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BC Che Chi’s

BC Che Chi’s

@BCCheechees

you want peppers?

serving drunk kids Katılım Ekim 2011
702 Takip Edilen955 Takipçiler
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Clipsbaba 21 🪖
Clipsbaba 21 🪖@Clipsbaba21·
This mysterious teapot spits out money every time they feel pain… and the more they suffer, the richer they become. 🤯🍿🎬 Movie: The Brass Teapot
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Sag Harbor Capital
Sag Harbor Capital@sagharborcap·
Listed BDC sellers are losing materially more by exiting at current NAV discounts than they likely would even in holding through a worse case scenario GFC-level crisis. Efficient markets!
Julian Klymochko@JulianKlymochko

Goldman's David Solomon providing some much needed rational thought around private credit: - GFC saw defaults peak at 10% - recoveries were 50% - trough cumulative loss of 5%-6% vs coupons of 9%-10% For context, listed BDCs are currently pricing in defaults of more than 20%

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Baldwin The Anonymous Eagle
Baldwin The Anonymous Eagle@BaldwinTheEag·
Ultimate “Sponsors think businesses make widgets” moment today when at a meeting the GP told me “we are looking at buying an egg producer.” For sure, that is one way to describe “a chicken farm”
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Ty Webb
Ty Webb@HimothyCapital·
@NickNemo17 Nick, curious, what’s your secondary market comp here? Great stuff.
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Nick Nemeth (Mispriced Assets)
Cliffwater told us to ask questions before making statements. I've been asking. Nobody answers. So here's a thread. What's good with these marks? $CCLFX
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Sybauelon
Sybauelon@sybauelon·
@graham_dietz Then why do BC fans think about ND 24/7? A one sided rivalry with one sided results and one sided animosity
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Graham Dietz
Graham Dietz@graham_dietz·
If BC can put a legitimate offer on the table, this would be a great fit. The Eagles and the Fighting Irish have a matchup scheduled in 2026 as well. Perfect revenge opportunity.
Matt Zenitz@mzenitz

Notre Dame quarterback Kenny Minchey is expected to enter the transfer portal, sources tell me and @chris_hummer for @CBSSports. Former four-star recruit who nearly won the Fighting Irish starting QB job before Notre Dame ultimately went with CJ Carr.

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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@rymul2245 @brettrid3r Eh you need to remember what lax world was like when they cut the program. Even smaller, even more niche. Massachusetts lacrosse was horrible. Etc.
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Ryan Mulderig
Ryan Mulderig@rymul2245·
@brettrid3r Not to mention they cut Men’s Lacrosse as a high academic ACC school (best lax conference in the country), for men’s wrestling. Pretty good case study as to why BC is the absolute joke they are athletically.
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Brett
Brett@brettrid3r·
ACC Sponsored Varsity Teams: Stanford 38 Boston College 31 UNC 28 Duke 27 UVA 27 Louisville 23 NC State 22 VT 22 Clemson 21 Syracuse 20 Pitt 19 FSU 19 Miami 18 Wake Forest 18 GT 17 SMU 17 BC has got to trim the roster down. Especially to compete in new age college sports.
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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@FenwayBowlChamp You still need to execute in the portal. Don’t think this is a problem that is fixed with a blank check, albeit the blank check would be a really great (and likely necessary) first step
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The Resurrection
The Resurrection@BookofBC·
Idk what this even means? If blaming the guy who has made over $10 million over 4 years and has yet to do anything of note is wrong, I don’t want to be right.
Brad1122@Brad12246

@BookofBC Yup .. blame the coach. The BC way.

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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@newftbj My opinion is he’s a super mid coach whose entire career is the product of nepotism. Hope that helps 👍
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New England Football Journal ® 🏈
Two time NFL Head Coach, former UCLA HC where he had a winning record and he’s turned UConn Football into a competitive program in less than three years. Not having an OPINION on him is more of an indictment on this guy and his lack of knowledge. I’m not talking about Colonel Calhoun. The guy he’s quoting.
Colonel Calhoun@CalhounColonel

“I have no opinion on Jim Mora as a head coach. I know he’s been coaching for a long time. It’s funny that he hasn’t been able to land a job at a powerhouse. He’s the son of a coach. Naturally as is the case with the son of an NFL coach, his path was cleared of a lot of obstacles.” -@MitchellTWolfe on the @LockedOnBC podcast

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4th and Dude
4th and Dude@4thAndDude·
I’ve been a BC fan for nearly 3 decades. This is the single worst defense I’ve ever seen and it’s not close. You have to start firing people and trying something new to salvage any purpose for this season
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“Jimmy the Gent” Burke
“Jimmy the Gent” Burke@CONNORLYTON2022·
The worst part about being a BC fan is this convo I have far too often at home “Where did you attend?” Boston College “Interesting, so what CFB team do you cheer for?” Boston College “Yeah but like, if we’re talking REAL football teams?” Boston College “I mea-“ Texas
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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@bcatleagle People want money to be the answer because it’s a tangible solution and/or easy fix if we got the right admin. Unfortunately it’s so much harder than that. See: Texas post-Mack, UF post-Urban, Nebraska post-90s etc
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Bill Maloney
Bill Maloney@bcatleagle·
2. Billy O has work to do with his game planning, staffing and game management. But I actually am still on the bandwagon. The guy has been around a lot of different places and programs. I think he will adjust and figure this out.
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Bill Maloney
Bill Maloney@bcatleagle·
Counter narrative: Lots of talk amidst the losing streak about BC's spending & Billy O. Let's not let the narrative overwhelm things on a few fronts. 1. Yes, BC needs a total athletics plan, and that will involve lots of $. But that is not why we lost to Stanford, Cal, and Pitt./
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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@CommitToBoB Some obvious flaws (can’t run the ball, can’t stop the run, tackling has been atrocious) BUT if you put any stock in the EPA stats they’re a perfectly mediocre team. Agree Lonergan + WR + Franklin can keep us in most games. We just need to become a 2010s big 12 team
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8 Man Suite
8 Man Suite@CommitToBoB·
Am I crazy for not being totally out on this season yet? Obviously the two losses hamper the ceiling but I think the offense is gonna keep us in a lot of games and ND/Clem/SMU aren’t auto losses anymore. Maybe a similar situation to 2023 (Started 1-3 and clawed to a bowl win)
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BC Che Chi’s
BC Che Chi’s@BCCheechees·
@ForBlogston I think about it the same way. All I’m asking for is be a tough team to play against and every 3-5 years we string together a run at the conference title.
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ForBlogston
ForBlogston@ForBlogston·
I love Brett’s graphic here. I’ve always said it this way, in a 10-year span I want to: -Bowl 7 times. -Win more P4 games than we lose. -Have 3 8+ win seasons. -Have 2 seasons where we are playing November games with ACCG implications. -Make 1 ACCG. I’m not asking to be LSU.
Brett@brettrid3r

What you can realistically expect, and what is capable are two different answers. What is capable is this. I don’t know if it’s realistic anymore, college athletics has changed and BC hasn’t kept up. We will see, but this graphic highlights a key fact: You can win here.

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