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Dickie
191 posts
Dickie
@greenleafcapm
Jacked, 6’0, Wall Street Buy-Sider with a roster of Alpha Phi’s
เข้าร่วม Kasım 2025
329 กำลังติดตาม62 ผู้ติดตาม
@JamesYTMBond Must read for anyone in credit, we were born in the wrong generation man. Should’ve been in the 80’s slinging high yield and attaching warrants to everything
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@DeanTTraining Feet supposed to be close together? Or does that just help it hit quads more?
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Would you guys like to see what a set of Leg Press with IMPECCABLE technique looks like???
If yes, HERE IT IS
Reminder:
These are one the BEST Quad builders when they’re done PROPERLY
When they are done improperly, they are a COLOSSAL WASTE OF TIME
So…
DO THEM CORRECTLY!
Francis Melia@CoachFHM
STOP butchering the leg press. Nobody gives a shit how much weight you’re using. We want accurate tension on the quads. Solid knee flexion, control and NO camping out at the top. 100% a legit quad builder when done right.
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@larpcapitalwc Been practicing since the day I met her in anticipation of moments like this
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When markets are volatile managing stress is crucial in order to perform optimally
Don’t be afraid to scream at your wife or kick your dog to blow off some steam and get your head back in the game
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@AndreasSteno Can you comment more on what you mean by dashboard SaaS?
Thinking of a Qlik where there metadata ownership and it gives you deterministic analytics. How does a probabilistic tool that needs prompting instantly kill this.
Genuine question, want to know what I’m missing
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AI kills dashboard SaaS instantly (which a lot of small-mid-cap PE funds have bought into), but it is NOWHERE near killing vertically integrated enterprise software
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@jonrice80 @AggieCapitalist Gotcha, ya totally wasn’t disagreeing with you. If anything, validating it cause NCR is a company I’ve followed since the spin-off on the credit side
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@greenleafcapm @AggieCapitalist Fair. Just saying based on that comp $eeft looks very cheap at around 6.5x EPS
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An ATM co getting acquired at 8x EBITDA, 2x the multiple of $EEFT (which has compounded EPS on par with MSFT, is more digital and has proprietary global rails to billions of accounts)
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@jonrice80 @AggieCapitalist I’m not commenting on $EEFT
Just saying the multiple paid for Atleos feels appropriate for the business profile
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@greenleafcapm @AggieCapitalist You realize $EEFT's ATMaaS business is widely thought to be their worst business, right? And they don't even sell the ATMs like Atleos does.
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@StealthQE4 I get that it’s television, but no upside on being so definitive lol
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Jim Cramer sounds like a moron today.
In complete denial over the effect of AI on white collar jobs
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@Investor_NICK_ Bottoms gotta be after the headline storm eases once OpenAI and Anthropic IPO
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Market either giving us another shot at software bottom (as long as $IGV holds Monday lows) or this shit is actually over. Which way western SaaS man??
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@StealthQE4 It’s all an equity problem. Especially in IG, we don’t care if the EBITDA multiple goes from 30x to 15x, LTV is still ridiculously low on most of these.
Plus, we don’t care about SBC the same way equity investors do and these companies puke FCF
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Something interesting from a few credit analysts I follow:
The bond market isn’t nearly as bearish as the stock market on specific tech stocks vulnerable to AI disruption
Their bonds are still trading at par for the most part despite the stock prices dropping 50% in some cases
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@DivesTech DAN WHEN IS MY $ALIT GOING BACK UP?!??? please my wife is threatening to divorce me and take the kids
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While the software complex has become a “Do Not Enter” zone over the past month, we believe there are winners and opportunities in software space. These are the Top 5 Software Names that we believe are the top names to own in this software apocalypse: MSFT, PLTR, CRWD, SNOW, CRM
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@taobanker It’s funny cause if base case plays out, FCF going to look terrible. Worst case, you dial back growth capex and FCF actually looks amazing.
Agreed that Oracle works all day.
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I'm a huge balance sheet guy and i think people are freaking out about $orcl debt for all the wrong reasons, this is just a turbo version of freaking out about google capex bc there is debt involved , the top line numbers will smoke bears, 90% of fintwit will claim they own calls
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@amendandpretend There were some exaggerated technicals on this move, software credit was heavily bid on Friday, and pretty much back to where we were prior to the selloff heading into tomorrow
Dickie@greenleafcapm
Funny dynamic in this credit software selloff where the large guys like Blackstone, Blackrock, Fidelity, etc have been overweight the tech index because they are forced participants in a lot of these deals with how much AUM they have.
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@junkbondinvest This chart might be misleading, most of these software names were heavily bid on Friday. Think we are pretty much back at the same trading levels we were prior to the selloff heading into tomorrow
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Software is 12% of the leveraged loan market.
Now it's the worst performing sector in CLOs. Loans down. Deals pulled. MS recommending shorts.
The real problem is 2021 deal structures priced for growth that never came. AI is just the catalyst.
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@atelicinvest This chart might be misleading, most of these software names were heavily bid on Friday. Think we are pretty much back at the same trading levels we were prior to the selloff heading into tomorrow
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omg stop he's already dead
x.com/UnicusResearch…
Unicus@UnicusResearch
🚩Credit is where the catalyst is: Cloudera Inc. loan fell by 7 cents on the dollar this week, with loans tied to firms from Dayforce Inc. to Rocket Software Inc. also declining. European software firm Team. Blue and software-focused PE firm Thoma Bravo’s Conga have struggled to get new debt offerings.
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See you at zero, fellow SaaS bagholders.
GIF
CHOI@arrakis_ai
holy sht.. February is going to be insane. 12 major AI drops rumored/expected in the next 30 days: - DeepSeek V4 - ByteDance Doubao 2.0 - Alibaba Qwen 3.5 - Kling 3.0 - Seedance 2.0 - GPT-5.3 - Grok 4.20 - Claude 4.6 - Gemini 3 GA - Apple Gemini-powered Siri - Meta Avocado - new Codex
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@HYBondLover @junkbondinvest DTIHOL, ADVDIS, RLRN, VERCOR
all got slammed in the summer on AI fears, and not even budging in this software sell off
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@greenleafcapm @junkbondinvest Who are you thinking about? US names?
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It's not just equity markets where tech is getting hit.
Tech/software loans continue to leak lower. CDK -3pts, Finastra -1.5pts, Rocket Software -1.5pts. First outflows since October.
The AI disruption question is hitting credit now.
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the answer to most of your problems is:
heavy zerchers
raw eggs
pineapple
swoop scandi women
nude sprint up sand dunes
complete and utter silence for days
most would not even think of these things
let alone discuss them
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