Dingbat

@ChairliftCap Wouldn’t a PA be the purest form of track record?

How many professional investors ever get a real track to know if they're actually any good at this

@PaulAndreola To clarify, is the 70% also of your net worth? Or just equity portfolio? How high do you let things get of your liquid net worth?

I better have extreme and valid conviction

@PaulAndreola listened to your MCC interview. Thanks for sharing your thoughts. How many positions do you hold and what is the position size range?

@PaulAndreola The 70% position size*

@PaulAndreola How do you think about that position aside as a percent of your entire net worth?

@ClarkSquareCap Great idea

If you are hiring or looking to hire, check out fintwitjobs.com

@ggpcap @P_Remarks Say more please

@P_Remarks This is a lazy argument for model commoditization once you dig into why the progression above has happened as it did, and hone in on the vectors that matter from here

Seen a couple tweets of ppl finally starting to get it Leader going from Chat->Gemini->Claude, then Meta scaling a decent model in months means enterprises vendor locking one is awful strategy. Plus price increases Then add security/bundling/distribution MSFT wins in the end

@iancassel are you going to the $IVFH annual meeting?

@MackinacCap @SavneetS @WeatherPundit @sevencornerscap In my defense, I asked before coffee

@DingbatCapital @SavneetS @WeatherPundit @sevencornerscap professional services

Interesting that the CEO of $PAR hasn’t tweeted in a year now (while the stock drops >70%)…

@SavneetS @WeatherPundit @sevencornerscap Having hard convos, up front and truthfully is the right way to conduct yourself. Good job.

@DingbatCapital @WeatherPundit @sevencornerscap We certainly risk losing them, but we haven’t lost them. Very hard convos but we tell them the truth. They have stood by us and we haven’t reduced pricing.

@SavneetS @WeatherPundit @sevencornerscap What does PS margin stand for?

@DingbatCapital @WeatherPundit @sevencornerscap Training is a few months. But we’ve been training 3rd parties which has started to really work and removes the fixed cost and will likely grow our PS margins. Generally install at night (we try and do installs after hours and then train the morning shift on the way out)

@SavneetS @WeatherPundit @sevencornerscap @SavneetS thank you

@SavneetS @WeatherPundit @sevencornerscap @SavneetS How long does it take to hire and train someone to install Operator products/services? How many installs can someone do a day?

@SavneetS @WeatherPundit @sevencornerscap @SavneetS How are sales people incentivized to win these tier 1 deals?

@SavneetS @WeatherPundit @sevencornerscap @SavneetS There should be three tier 1s on the table by my count. One by Q2, one maybe year end. What is the timeline for the third one after Papa John’s?

@SavneetS @WeatherPundit @sevencornerscap @SavneetS You paused some TASK customers to go after Tier 1 deals. How does this work in practice? They just defer until you’re ready or do you risk losing them? And do you have to give them concessions to wait and so once they do roll out you’re not getting full price?

@SavneetS @WeatherPundit @sevencornerscap @SavneetS Re: $15MM annual opex savings, if you won mega deals, do you risk his having to add this back? How much is getting redeployed into R&D?

@kilroy_jay Can you follow me so I can DM you

$PAR cardlytics overhang cleared today.