Vincent Ryan

@chalulu23 Lol, Baty was doing well?? In triple A.

What’s wrong with this: 1. Put Bichette at shortstop where he belongs; 2. Put Baty at 3rd where he was doing well; 3. Taylor in center where he does well; 4. Bring up Ryan Clifford for 1st base; 5. Make Torrens earn that extension. 6. Fire Stearns. #Mets #LGM

@SNYtv He never says, 'it's on me,' which it is.

"He missed it. Harrison is one of the best at his job and obviously ends up being a big play when you lose by one run" Carlos Mendoza was asked why they didn't challenge Jo Adell's RBI single:

@SecretCFO @alliao Yeah, but how many are young companies? I know you're just making a point.

@alliao The minus 60 assumes 15 dso, 15 dio and 90 dpo. There are businesses out there with this profile, it’s rare, but they exist.

Working capital is the most underestimated force in business. Let’s imagine you have a business running at $ 500k per month of sales. All of a sudden you experience a breakout moment: - 15% sales growth month-over-month for a year - With a net income margin of 10% Extending that growth will lead to a total of $14.5M sales in the first year and $1.45M net income. Now make some working capital assumptions: - Days Sales Outstanding (DSO) of 30 Days - Days Inventory Outstanding (DIO) of 30 Days - Days Payable Outstanding (DPO) of 30 Days i.e. a Cash Conversion Cycle (CCC) of 30 Days: (DSO + DIO - DPO). Despite the $1.45M profitability, the business won’t generate any cashflow in year one. In fact it will outflow ~$375k of cash over those twelve months as it lays down the additional working capital needed to react to the growth. Now, lets run some scenarios (see the image) assuming that same business starts with $ 1M of cash on the balance sheet: If we assume the same dynamics, but instead imagine the business had poor inventory control, and ran on a CCC of 90 days. That same business would now have a negative cash balance of ~$3m by Christmas… or more accurately would be dead by June. And at that CCC, even if the business 2.5x that net margin to 25%, the business would still run out of cash in 9 months (that is despite now generating ~$3.6M of profit). Now imagine the opposite were true, the business, ran on a negative CCC of 60 days, funded by a willing supplier; with very tight inventory and receivables levels. In this scenario, even if the net margin were only 5%, the cash balance would explode to over $ 5M (positive) by the end of the year. In fact, at a negative 60 days CCC, even if the business operated at a 25% net loss margin, it would still survive the year (just about). This illustrates how much more sensitive working capital (and cashflow) is to changes in the business, than any profit metric you can choose. I call this effect: The Cashflow Megaphone. And as a long time turnaround CFO, understanding this inside out was the most valuable technical weapon in my armory in bending broken cashflows back into the black. And in times of volatile trading and macro conditions, these dynamics are more important than ever (especially when supply chains are gummed up like they are right now)

@PeteTheGreek13 There were plenty of Mets fans claiming Pete was in decline and was a liability at first. Some of us knew they were very wrong.

I hate David Stearns. #LGM

@larissaphillip She listened to the wrong people.

I feel so disgusted with the generational vibe that told us that having kids wasn’t a priority and that being a mom was kind of a lesser path. Dealing right now with someone close to me who completely missed the life she should have had, which would have made her very happy— as a mom of a bunch of kids. She believed the social justice messages and made other choices. Materialistic superficial choices btw. She’s traveled extensively and has fancy appliances and a nice (huge, empty) house — and a bunch of social justice bona fides. She was misled. This isn’t someone who was always a bit salty and never wanted kids. She wanted them, but it seemed lame and selfish and not as important as her SJW pursuits. (Which amounted to what? Nothing. The whole thing was a vibe.) I have the same life advice.

@kbo_coyote @LindorSZN 79 and 79 were awful, but they weren't a team of strangers. Kraneppol, Hodges, Doug Flynn, Lee Mazzilli, John Stearns. At least we felt like they were trying.

If you were around during the early 80s, you'd have seen the difference. In 1982, the Mets were 65 and 97. George Foster was already into his fade, as was Dave Kingman. Mike Scott hadn't developed his splitter and Randy Jones was throwing a low 80 mph. In '83, the Mets won 68 games. They brought back a 38 year old Tom Seaver and teamed him up with 36 year old Mike Torrez. Go look at '78 and '79. Those years were just as bad, if not worse.

I don’t believe you old head fans that say there have been worse seasons than this. 2025 and 2026 are as bad as it gets.

@SNYtv Has he ever said, 'This is on me." Because it is.

"We haven't been able to win games like that, when you get down 3-0 and the feeling is like 'alright'. Today that wasn't the case. It was something different. The energy in the dugout. The guys playing loose" - Carlos Mendoza

@chalulu23 If the manager isn't accountable for the team's performance, why is he or she there? To tuck the players into bed at night?

Translation - all the good managers are taken or don't want to work for Stearns....

@Jordan1vs0 @patricksneeden We're 1/5th done with the season

@patricksneeden Completely disagree….typical inpatient fan. Where 1 month into the season by September one of the if not more will turn things around

Alvarez Baty Vientos and Mauricio are four of the worst baseball players to ever make the MLB #Mets

@sweepsking61 @patricksneeden Lollll

@patricksneeden Baty isn't terrible. He needs consistent playing time and should play 3b. If Mets trade Baty they will regret it. Many teams would love to have Baty on their team. Stearns is ruining Baty

@fredforthemets Thats 1/5th of the season almost gone

The Mets are about to play only their 32nd game this season. If Andy Ibáñez gets into the game, he will be the 36th to appear for the Mets this season. That’s the same number of players who appeared for the Mets in the entire 1986 championship season, and that includes players who were called up in September to give the regulars a break.

@nickgerli1 Yes, government is definitely the solution lol

13) Some investors have the mentality of holding the property until they die, so the step-up basis allows them to pass it to their children with a lower tax burden. Creating an incentive to accumulate and accumulate houses and not sell.

The U.S. Housing Market is contending with its worst affordability crisis in decades. Today, U.S. households need to spend nearly 38% of their gross income on mortgage costs to buy a house. This figure is nearly the same as the mid-2000s bubble, and explains why the housing market is mired in a recession. Prices, rates, and ownership costs spiked way faster than incomes, and now buyers are priced out. The result? The worst housing demand decline in U.S. history, with existing home sales at record lows. The quickest way to solve this is through lower prices. Download our app to see the Mtg trends in your ZIP code: reventure.app/mobile

@ultimatewareor @SNYtv So, what's a manager's function, then? Are they not there to help the team win baseball games?

@SNYtv I honestly don’t blame Mendoza, Stearns yes. Mendoza can only do with what he’s provided. The second most blame goes to the players, you just have to have some sort of pride in your work and go do better. A mechanic who doesn’t fix cars is going to be fired. Play better.

Carlos Mendoza shares that he spoke with David Stearns on the phone this morning when he assured him about his job security as manager "Steve [Cohen] is not happy. Alex [Cohen] is not happy. David is not happy. I am not happy. All of us are frustrated"

@MFliegelman When they go 2-7 on the road trip he'll be gone

Yes, the Mets failures aren’t a manager problem. However, that doesn’t change the fact that the manager is a problem. A big one that can easily be changed. He doesn’t do anything well. He’s nice to the media so they have his back. It’s the best lesson he learned from Aaron Boone.

@SleeperMets @AnthonyDiComo Lol, not with Baty batting cleanup

More from @AnthonyDiComo on Carlos Mendoza: "In the eyes of team decision-makers, the blame should be spread throughout the organization, from baseball operations to the clubhouse. Club officials do not place the responsibility for that on Mendoza. Instead, Mendoza will be given a chance to execute one of the more dramatic turnarounds in baseball history. With 131 games still to play, Mets officials believe there is enough time for the Mets to run back up the National League standings.”

@Topbunksports share.google/YQLZ8l6jJhvQkO…

The Mets have the HIGHEST payroll in all of Major League Baseball & yet: • The Mets have the WORST record in baseball. (10-20). • David Stearns constructed this roster. • Are paying 25 Million dollars for a washed Sean Manea to come out of the bullpen. • Don’t have a legit 1st baseman. • David Peterson is still in the starting rotation. • MJ Melendez, Craig Kimbrel, Carl Edwards Jr, Brett Baty & Kodai Senga are still on this team. • Almost everyone on the team is playing out of position. • Francisco Alvarez & Mark Vientos are so inconsistent that it’s not even worth caring about anymore. • This entire lineup is allergic to hitting • Carlos Mendoza’s in-game managing is absolutely terrible • The injury bug got us as the worst time. 2026 New York Mets so far ya’ll! #LGM #METS

@just_mets @James_Schiano @richmacleod Or Baty batting cleanup

"Absolutely the most blame goes to the players for me, it's honestly not even close." "You look at the acquisitions & the moves [David Stearns] has made the last two years now... a lot of them have not worked out." @James_Schiano & @richmacleod debate who deserves the most blame for the Mets brutal start. (h/t @MetsdUp)

@SNYtv Sounds like Willie Randoloh. He never had any answers either.

"I've never seen anything like this, to be honest with you" Carlos Mendoza on the Mets' offensive struggles:

@wschweitzer @SNYtv Lol, Baty is? Lollllll

@SNYtv What do you mean? It is the same thing. Battera 5 thru 9 are not Major League players.

@TheyRYou2 @MetCastPod Lol

@MetCastPod At least Baty has some skills - can run a bit and catch a ball… Vientos can literally do nothing well - cant hit, cant run, cant field - like the opposite of a five tool player - like 5 garbage skills…

🤦‍♂️ bro hes been bad