Beau Beyrle

The discourse around Raiola is just crazy. He was a consensus top 10 player in the country (#2) QB, immediately named the starter and had very efficient seasons in his age 19/20 year old seasons, has NFL arm talent and processes well. We should be thrilled to have him in Eugene

@bykevinclark @finebaum Love your stuff but this isn’t true. The BCS was all about losses. Lose two games and you had no shot at BCS title even if you beat 8 quality teams. There was only room for 2 so it’s was undefeated vs 1 loss teams in bcs title. New format allows teams with 2-3 losses to get in

My friend @finebaum said he's at a loss to describe what the CFP committee is doing so he let me try. I'll start here: The committee is ruining the best regular season format in all of sports, and valuing losses over wins is against the spirit of the sport and our country.

@Fenchak4Trustee @jrs_rankings Ok so it’s basically a recapitalization. Much less risky than taking out debt but it’s going to curb upside..the questions become: 1. how important is the cash infusion for diluting your future upside 2. What additional revenue can the new entity generate to make it worth it

@bbeyrle5 @jrs_rankings Everything. Current AND future AND growth

No, the Big Ten’s $2.4 billion deal with UC Investments does not create debt for the schools or the conference. • It is a capital investment, not a loan. It’s not private equity. • UC Investments provides upfront cash in exchange for a 10% minority stake in Big Ten Enterprises (the new commercial subsidiary). • There is no repayment obligation—UC is repaid through a proportional share of future revenue distributions over 20 years (with an exit after 15). • Schools and the league do not owe anything back if revenues fall short; the risk sits with the investor. • Unlike traditional debt (e.g., bonds, payday, or bank loans), this carries no interest, no fixed payments, and no collateral. Calling this deal a “private investment” is misleading and fuels more confusion with actual private equity deals (like those the SEC/Big 12 are exploring). Long story short, there’s a lot of people talking about this deal, with not a lot of people who know what they are talking about.

@jrs_rankings @Fenchak4Trustee What is in the fine print of the “future revenue” as it relates to TV. Are they entitled to 10% of future revenue when new deals are struck, or is it only 10% of tv revenue GROWTH…ie an upward waterfall on revenues exceeding current tv revenue levels?

On the math & present value: Big Ten pulls in $2.4B upfront ($135M+ on average per school today for NIL, debt relief, facilities). UC gets a passive 10% share of revenues from Big Ten Enterprises (the new commercial sub) over 20 years. The projections are that the Conference revenue could hit $1.2B+/yr soon. So UC’s 10% might average ~$120M/yr, totaling ~$2.4B+ over time. But that’s future money and basic investments—NPV discounts it, making today’s value closer to $1.5-2B for UC. Essentially, the Big Ten plans to trade a slice of growth for immediate cash while keeping 90% + total control. No fixed payments, no interest—better than debt. No where near the “payday loan” fear mongering that has been used. UC isn’t some group of sons with daddy’s money who are stupid or gifting. Their history suggests they’re a savvy pension fund betting on college sports boom (like NFL valuations). We can argue all we want that is bad for them and maybe it is, but there doesn’t appear to be much downside for schools because I f revenues tank, UC eats it. Not a “payday loan”. Your point on the “revenue-generating aspect” from UC is true, but again, why does that matter to be Big Ten? That’s the point. It’s a capital infusion, not a PE flip. It’s not “smoke-and-mirrors”—it’s how pros structure (e.g., MLB teams). As far as kicking the can? It’s funding now for revenue-sharing era. Without this, schools lag in recruiting/ops.

@Jason The preferred payment for criminals? That’s USD in cash 😂

the fact that a shadow digital dollar was created & has run up to $100b+ in market cap, with little to no controls or regulations, & it’s reportedly become the default for despots & criminals should be extremely concerning to regulators. Why on earth would governments give up control of their currency? … and now tether is investing in public companies?! 🍿 going to interesting to watch this one play out 🍿 Follow @Bitfinexed which is obsessed

Dr Pepper marketing ROI would be through the roof if they did Oklahoma drills for free tuition.

@McLeanGolf Im in favor of the rollback as amateurs are outgrowing local tracks with equipment enhancements, but your figures are very exaggerated. Average driving distance on PGA tour is 306 yards. Coordinated joes “under 50” are not hitting it 300. Average lpga driving distance is 270

If you happened to watch the US Am or if you have ever played with a good high school or college player your awareness of length is probably beginning to sink in. If you’re over 60 you love being able to hit the ball 250+. Makes you feel good. But the young guys are obsoleting all golf courses. Every young guy is carrying the ball 300+ But even a younger guy, under 50, who is halfway coordinated…they hit the ball over 300. I’ve seen some bulked up guys closing in on 400. Just massively off line at times. It only takes a few degrees of mistake to miss a fairway by 100 yards. The better women are also hitting 300 yards. Many might not know this? Who is making the rules? Definitely all old guys. They love hitting it as far as when they were twenty. So all ranges (90%) are obsolete too. Dialing back the ball freaks out most golfers. So I don’t see it happening. But it’s an all wedge game for anyone under a 3 handicap. @USGA

@DaveKaval @Athletics Hey Dave, college football has recently started asking fans to pay for player salaries. This might be a more competitive strategy for your organization moving forward. #SellTheTeam

Ducks 🦆 on the pond ⁦@Athletics⁩

Washington had the ball coming out of halftime down one score in the national championship game about 4 days ago.

Colorado fans

Lovie Smith was fired for getting the Texans CJ Stroud.

Lanning was aggressive in every situation where we could have executed and won the game. He saved us on a timeout when things weren’t right and prevented disaster. If you are going to point fingers, OC is completely justified, but not Lanning.

I am more likely to get up for 5:00 am Ryder Cup golf than stay up for the 10:30 tee times years old.

Thankful for every fan who showed up today. I wish I could have been there. John Fisher, the league owners and the @MLB is an absolute disgrace. Las Vegas deserves better. Why not wait for your eventual expansion team?

If Huang takes any interest to beaver Athletics Corvallis could be a sleeping giant in the NIL era.

@SportsAnthony Randy Moss

Best Bay Area athletes to come over via trade? CMC, Thornton, Rickey, Iguodala, who else…?

@ConnorLoveCA Who could I talk to about an insur-tech concept I’d like to bring to market solving a 10B+ problem?

For those that forget: insurance is mainly a compulsory product and performs quite well in times of recession. We still have a bit of work to make the InsurTECH part of insurance perform, but I am bullish.

There’s arguably never been a better time to invest in insurance. Insurance stocks just hit 52-week highs: Progressive is at an all-time high (up 8% in 3 mons). Everest Re is at an all-time high (up 33% in 3 mons). Willis Towers Watson is at a 52-week high (up 24.5% in 3 mons)

@jasonlk Gong.io

What's the best new SaaS product you started using in 2022?

Love being able to hear Dak make calls on the broadcast. Three “donut” calls all resulting in base run where a “0 technique” would be. Wonder if that’s the memory trick.