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dwy000

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Everything posted by dwy000

  1. Would love to see how thats going to work if they're serious. They have $1.5bn of debt already and are still paying earn outs. To take private would probably require $2.2bn of capital and they dont have the cash flow to cover almost any of that using debt. It would also take them out of the acquisition market for years. They made a massive acquisition at peak multiples and have watched industry valuations halve. Probably a lot of very.frustrated insiders saying "do something"
  2. Maybe Putin should offer him a couple $bn to come to the table for an MOU.
  3. If the evidence fits! There is literally nothing Trump could do that you would claim is bad. Tell me, do you still support the caps on overdraft fees that Trump removed? Cult.
  4. What a cult!!! The fact that our current best option is vastly worse than having done nothing and youre tyring to hold it up as a win just shows how deeply the cult runs. We are going to release $bns, set up a $300bn fund for them, agree to get out of dodge, give up and reverse all sanctions and it has cost us $25bn and multiple lives in exchange for absolutely nothing - and youre spinning this as a win. Wow.
  5. I dont have a better solution. Im not a middle east expert. But as an American Im very much allowed to opine on how utterly horrible and embarrassing this solution is. And the fact that this might be the best option only reiterates how incompetent the administration who painted us into this corner is.
  6. We are not "paying" them is a technicality. We are releasing restricted funds back them. From their perspective they are receiving $bns of dollars for just coming to the table. The fact that we are arguing over how terrible this is and whether there are "better ideas" for a situation that we should not even be in is ridiculous. Its mind boggling incompetence.
  7. We got them to the table????? Thats considered a win now? The US, the world's largest super power, attacks a country and then has to pay them - not to give anything up, just simply to come to the table. Who cares if its a lump sum or over time. We are paying a country we attacked to talk to us. Not to mention what we want to talk about is how much more we will give them to simply go back to where things were 3 months ago! Sooooo embarrassing. This is beyond capitulation. The incompetence of this administration just cant find a bottom.
  8. That "little bit of money" is many multiples of the restricted funds Obama released and people freaked out about. For nothing. Literally agreeing to talk. The US is paying $bns to a country we attacked to come to the table and talk. That is just embarrassing for a supposed superpower.
  9. They are releasing restricted $ as part of the MOU. So Iran is getting paid to negotiate for 60 days regardless of outcome or if a deal gets reached. Thats a huge amount of leverage being given up. The rest of the terms are basically the US eliminating trade restrictions and setting up a $300bn fund for going back to where things were 3 months ago. There is literally zero that the US gains vs 3 months ago but they give up a ton. Countries and going to line up to go to war with the US if they get to negotiate outcomes like this!!
  10. Cuba should declare war with the US. They definitely need the money.
  11. If the deal was digitally signed on Sunday why are they waiting until Friday to release the details? And if they're sending JD Vance out there to fluff the media in advance without providing details, it really doesnt bode well.
  12. I would have put it the other way. Take an obviously stupid outcome and find a squiggly line to connect dots back to why this own-goal is actually a good thing and Trump intended that outcome even if its worse than before the action was taken.
  13. Especially when the MOU (which is an agreement to negotiate an agreement) isn't going to be signed for another 5 days.
  14. All of this is hopium. Trump has claimed a deal is close 39 times now. So you will forgive me if Im skeptical of both sides. Instead of pontificating over every word out of their mouths, how bout just ignoring it until its more than words.
  15. MOU? Is that like the last MOU? Or the one before? Or the one before that? An MOU that includes the fact that it isn't a deal, it's an agreement to work on a deal? Seriously? And all of this with the guy who renegs on every deal he signs?
  16. So this is a wish list, not terms of a deal. Let alone an actual deal.
  17. How many times have you posted the terms of a deal only to have it proven wrong - largely because there is no deal. Even this one buries the key fact that its not a deal at all, its the concept of a deal with 60 day negotiation to a final deal. And even if there's a deal, what is a deal negotiated by Trump - famous for ripping up the very deals he supposedly negotiated recently - even worth?
  18. Which brings me back to the point that this MOU is worthless and meaningless.
  19. Doesn't #3 completely undermine and negate everything else? This doesnt say anything.
  20. Another generalization. You were the one claiming a twisted flag (on federal govt property) was a reflection that NYers abhor family values.
  21. Its literally on federal government property and it's their flag. Maybe it says more about the federal government than about the people of NY abhoring family values.
  22. Thats reading an awful lot into a twisted flag on federal government property during a long weekend holiday.
  23. Well he did say that the war would only end with a complete surrender. I just assumed he meant Iran.
  24. It was more a reference to the idea that we shouldnt question things that Sequoia and Benchmark invested in. Those guys tend to get most of their ownership and upside from investing in the Seed and A rounds. The rest of the rounds are them managing new investors towards an exit that maximizes their early investment as opposed to caring what kind of return the D and E round investors get. Those are generally the sucker rounds.
  25. That same group saw it take 2.5years for Uber to trade back to its last private round valuation. Wework IPO'd at $10bn valuation after a final round at $47bn. None of them base their valuations on financials. They base it on what the next funder will value it at
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