Not Isaac

101 posts

Not Isaac

Not Isaac

@dilleyik

all opinions expressed are my own

Katılım Eylül 2022
20 Takip Edilen1 Takipçiler
Not Isaac
Not Isaac@dilleyik·
@0xF00DF00D @alt_w_v_g completely agree. Seasonal business where earnings will fluctuate with the weather does not support such an aggressive valuation. Also I'm not an accountant myself but how have we gone from $10 in revenue to $47 adjusted EBITDA? Doesn't pass the sniff test imo
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Ethan Brooks
Ethan Brooks@alt_w_v_g·
My 5 year old set up a lemonade stand on the driveway this morning By 11am he'd cleared $10 I sat him down at the kitchen table to walk through the financials Lesson one: taxes Had him lay all ten singles flat on the table Pulled $3.70 for federal at the top marginal rate $1.53 for self-employment $0.83 for state and local Slid $3.94 back across the table He stared at it I told him that's why owners don't pay themselves W-2 Lesson two: adjusted EBITDA We rebuilt the income statement Cups. Added back Lemons. Added back Sugar. Added back Water. One-time normalization Driveway rent. Above-market related party Founder hours marked to a $25/hr opportunity cost By the end he had $10 of revenue and $47 of adjusted EBITDA I told him to apply a 12x multiple Enterprise value of $564 Lesson three: continuation vehicles I stood up Brooks Lemonade II, LP Son sold the stand from Fund I to Fund II at 14x I took 20% carry on the markup He kept the rest Said it didn't feel like he sold anything I told him that's the point Now for Monday He's mapped three other kids on the cul-de-sac running stands Plans to acquire all three at 4x at recess Roll them into the platform Piggy bank provides the unitranche. SOFR plus 600. Covenant lite Mark the platform at 16x in Brooks Lemonade III LPs are first graders with allowance money Take a recap dividend Reset the clock I didn't say anything He was already in Excel Make common sense common again Sent from my iPhone
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Totori Screenshots
Totori Screenshots@totoriscreens·
@dilleyik @runitsukino Blue saves red AND blue. Red saves only red. Would you rather have a surgeon who would save anyone's life or a surgeon who would only save your life if you were the same political party as him and otherwise kill you?
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Totori Screenshots
Totori Screenshots@totoriscreens·
@runitsukino I don't know where you're from but where I'm from it's considered a person's duty to possibly even risk their own life to help someone in need. We call such people heroes and build statues to them if they pay the ultimate price.
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path.eth 🛡️
path.eth 🛡️@Cryptopathic·
@depression2019 Assuming voters can communicate about the vote, blue is the correct meta-rational choice for the optimal outcome of 0 deaths; it is easier to co-ordinate a 50% blue vote than a 100% red vote.
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Jack
Jack@depression2019·
It is actually disturbing how dumb the average person is Red gives you a 100% chance of living, you literally get nothing beneficial out of choosing blue
Jack tweet media
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Not Isaac
Not Isaac@dilleyik·
@depression2019 Here is my issue with pressing blue: I don't trust everybody else and I don't want to die. At the end of the day, everyone is getting the option to press a button and live. Anyone who doesn't press the button has to hope that 50% of people are just as trusting as they are.
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`
`@ick_real·
I'm looking for a ridiculously old-fashioned girl's name for our new born . Think great-grandma name. Very old and rare. Any suggestions asap pls?
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Not Isaac
Not Isaac@dilleyik·
@muellerberndt I'm sorry but this is ridiculous: you're using the ratio of a phone pixel to the planck area and your calculations are coming out with 1.63? Explain how that makes any sense
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Alan Farro
Alan Farro@afarroh·
@muellerberndt I haven’t had a chance to read on this .. but I would say this looks binary.. either it’s the greatest scientific endeavour after quantum physics or it’s utterly complete horse sh*t … 😄
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The Pharaoh ™️
The Pharaoh ™️@thePharaoh24·
It is definitely America First - you’re just too dense to understand why it is. This has to do with China more than Iran and if you would dig a little deeper you would understand why this is 1000% America First because you have to look 20 years into the future not just right under your nose
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Clint Russell
Clint Russell@LibertyLockPod·
Losing a ton of followers. Don't care. I'm right. You're wrong. This war is an abomination and Trump is clearly insane. Keep clapping for the demise of our country. This ain't MAGA. This ain't America First. If you haven't figured out that you've been played by now you never will
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Not Isaac retweetledi
ingrid 🫧
ingrid 🫧@ingridattack·
What’s the US’s “fourth” city. NYC, Milwaukee, and Green Bay are pretty clearly the top 3 but the 4th is more ambiguous. I feel like the main contenders are probably Madison, Racine, Minoqua, or maybe Chicago
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James Woods
James Woods@RealJamesWoods·
This creature will be the reason crooked Democrats will be able to win the midterms. And when they do, they will impeach President Trump, nuke the filibuster, and install mail-in voting scams for generations to come.
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Keenan
Keenan@PostTruthEra·
Northern Ireland is politically British. American culture is basically English politics & cultural norms mixed with Scots-Irish independence & ruggedness. Our legal framework & overall temperament are British to the core. The only European country that comes close to our cultural value of independence and internal locus of control would also be the British. Dutch, Germans, & Swedes would all have some small lasting regional cultural impact but don’t feature as heavily in our overall culture and national identity. The Irish Catholics that came later brought with them Catholic identity, which became a part of the larger American identity over time. A nation of varying Christian denominations including Catholicism, Protestantism, Evangelical, Mormon, etc.
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Magadonian 🇺🇸
Magadonian 🇺🇸@Magadonian36523·
@Amandasmylife So you need to accept that Elon has promised to pay all legal fees of anyone who wants to disclose the names. You don`t see your hero carnival barker at the mic with the "victims" now do you? They are totally covered, yet have nothing to say.
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Amanda 🇺🇸🇮🇪✝️🕊️🩸
Watching the Bondi hearing it quickly became evident that the Republican Party (my party of 44 years) with the exception of Massie, is a pedophile protecting party. There should be no more Republican Party ever
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Not Isaac
Not Isaac@dilleyik·
@jgrass76 @RGIII it was a business decision from the NFL, no? You are a libertarian - don't you stand for businesses being able to make their own decisions in spite of the whims of the current government?
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JGrass
JGrass@jgrass76·
@RGIII It doesn’t matter how “good” it was as a performance. The fact that it was all in Spanish is a poke in the eye to millions of Americans and a majority of the NFL fanbase who feel multiculturalism is being forced upon us. Part of the show, ok. The whole show? Nope.
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Robert Griffin III
Robert Griffin III@RGIII·
Dear World, this is a safe space. What did you think about Bad Bunny’s Super Bowl Halftime performance?
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Not Isaac
Not Isaac@dilleyik·
@WhiteHouse @POTUS Not a US tax advisor but presumably no tax on tips does not result in a higher repayment, since no tax would be deducted at source?
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The White House
The White House@WhiteHouse·
As tax season kicks off, millions of Americans are poised to receive significantly larger tax refunds thanks to @potus' landmark Working Families Tax Cuts Act, which includes No Tax on Tips, No Tax on Overtime, and No Tax on Social Security.💰🇺🇸
The White House tweet media
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Pete Santilli 🇺🇸 🇮🇹 ▄︻テ══━一💥
@greendragonhq No it's not. You are all delusional. We're conducting one of the biggest dragnet investigations you have ever seen. Just wait. So many leftists will be rounded up, you will all panic. In the near future, you won't just see one-off shootings of your little commie criminals.
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The Green Dragon Tavern
The Green Dragon Tavern@greendragonhq·
70 members of Congress have formally signed the articles of impeachment against Kristi Noem. This seems inevitable.
The Green Dragon Tavern tweet media
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Donnie N
Donnie N@Trumpordie2024·
@seniorsquanch @ArmandoNDK you can exterminate me? I’ll give you my address and you can come to my house and we will fucking deal with this problem.
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Armando
Armando@ArmandoNDK·
I don’t think Republicans realize how bad this is going to go for them politically.
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Not Isaac
Not Isaac@dilleyik·
@ToecutterTexas @RonFilipkowski Can you provide a "pole" that you consider high quality that shows Texans (or anyone else for that matter) are very happy with Trump?
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ToeCutter
ToeCutter@ToecutterTexas·
@RonFilipkowski Who’s getting the poles ? Holy shit I love in Texas and everyone I talk to loves him. They are very happy with him. I believe you are cherry picking your poles
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Ron Filipkowski
Ron Filipkowski@RonFilipkowski·
Trump’s polls are in the toilet, he was a laughingstock at Davos, forced to surrender on Greenland, nobody wanted to join his Bored of Peace club, late-night comics are picking on him, Gavin is stalking him, Melania sleeps in a separate house, & nobody will give him real prizes.
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