Rhodes Bratcher @BratcherRhodes
interested in investing, growth startups, SMB's and real estate. Louisville, KY Joined November 2017-
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Jack Harlow just caught on cam next to Jeff Brohm saying, "He's the sh*t! He's the sh*t!"
“Beyoncé can we please get free tickets”🤣🤣
“Beyoncé can we please get free tickets”🤣🤣
"Dude is a rising star" someone close to the situation told me about Oregon's new OC Will Stein. So what if you've never heard of him. Do you trust Dan Lanning? Then you should trust this hire. duckswire.usatoday.com/2022/12/05/in-…
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🤩 Exciting News! We are absolutely stoked to announce that @acast has acquired Podchaser! 🎉🎉🎉 Crucially, we’ll remain operationally independent. Here’s what that means 👇 🥳 Same values! 😎 Same mission! 🐴 Better Podchaser! podchaser.com/articles/annou…
If Hudson Yards had to follow Louisville, KY's parking requirements, the surface parking lot would take 180 city blocks or 11.5 Disneylands. It would displace 150,000 residents and 206,000 jobs and would take 52 minutes to walk across from end to end.
Must.. climb.. chart..
🚨 #Podchaser25 is here! We've created a first-of-its-kind, data-driven snapshot of the TOP 25 HOTTEST, UP-AND-COMING PODCASTS (including indie podcasts)! 🎉 ❤️ Discover new shows as a listener 🚀 Surface new business opportunities as a brand or agency podchaser.com/articles/annou…
Congratulations to @joshheird named interim AD @GoCards . One of the brightest minds , hardest workers and most driven and committed guys in our business ! Louisville’s future is bright indeed .
Biggest revelation hawking the @ReconveneLA pictures is that @ConorNeu is really, really tall.
The hardest part about running a startup isn’t finding product / market fit, it’s figuring out how to successfully pay local & state payroll taxes.
When @KylePorterCBS writes about Rory McIlroy it is “stop whatever you are doing and read this immediately” level stuff. This piece is no different. Just beautifully done. cbssports.com/golf/news/ryde…
Chicago-based @provihq has announced they have raised $100M in funding in 2021: bit.ly/3kt554w
“Elite is when a defense has to figure out a plan to stop you.” - Ray Lewis.
Kevin Durant believes Team USA's skill is "unmatched" compared to the rest of the world.
🥺❤️🖤Thatz Major I appreciate that , like y’all seriouz???🥺🥺🥺🥺 @vincetyra
🥺❤️🖤Thatz Major I appreciate that , like y’all seriouz???🥺🥺🥺🥺 @vincetyra
Fun behind-the-deal story I got to do this week. Read more about TYP64, a new venture studio, via @BFLouisville: bizjournals.com/louisville/new…
“It’s becoming impossible to ignore. It’s now safe to say that it’s becoming a second big revenue driver for Spotify.” - Daniel Ek on Spotify’s ad revenue (aka podcasts)
Great episode by @AndrewRangeley having a talk with @kcerminara about $FGNA details and some other interesting stuff! Highly recommend it. ⤵️ podcasts.apple.com/us/podcast/yet…
Two quick derive oil change locations in last two days: both have guys run out exasperated “had guys call in and going to be over an hour.” Almost verbatim.
Michael Girdley @girdley
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Matt | I Buy RV Parks @ibuyrvparks
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l4uoh7dybnes @qctwolnvstfa
40 Followers 999 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
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t5g0cagj8x @kfgq8qkn5
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59K Followers 680 Following I learned everything the hard way so you don’t have to. 4X founder, 4X CMO, 50X PE investor. Also climb rocks. Sign up for my newsletter👇
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100% right. We have cheap land, pro business mindset, cheap(er) construction, population growth (aka housing shortage) and AC. What we don’t have is strong regional planning, or good zoning. I still see some projects take 10+ years in pre-development cause of bad zoning.
I've said it before and I'll say it again: the Sunbelt doesn't have housing policy magically figured out. These places are mostly just California 30-40 years ago. strongtowns.org/journal/2024/4…
@midtown_rob Lotta angry people + Lotta people that need attention
The 1970’s analogy doesn’t really work because back then the key economic constraint was energy and now it’s labor and housing. Just very different.
Three years ago, I bought a magazine as a passion project. Since then, I've fallen in love with the magazine business, acquired other brands, and grown into a $50M side hustle (18% EBITDA margins today). I believe it could become a billion-dollar business by 2030 through a…
@jclarkson203 We should be able to stuff our DB plan full of CLO equity Right now it is things like stable value and AGG
Household balance sheets are the best they’ve ever been, we have the largest cohort of retirees ever, and Millennials are entering their peak spending years — what is the cohort of American households with a high propensity to save?
10 - "Current Assets" Includes these things: • cash and cash equivalents* • inventory • accounts receivables, and • prepaid expenses *typically excluded! The buyer will seek to narrow these terms by, for ex, reducing A/R to a certain age limit.
Just a reminder, there is likely TRILLIONS of dollars in occupancy mortgage fraud out there. Those loans would increase the reported number of rentals by 50% and those rentals default at a 75% higher rate
Transferred here. Didn’t emerge as the #1 back. Guess what he did? Worked his ass off and showed the nation he could ball at the next level. Guess what he didn’t do. Pour, make IG videos, and go back into the portal.
.@LouisvilleFB RB Isaac Guerendo is probably most consistently talked about as being an elite athlete. But he’s more than just that. He’s had limited carries relative to his peers in his college career (which many NFL scouts bring up as a POSITIVE, as he has less “tread on his…
The real reason I live in a scenic mountain house amongst the pines is so it will be cinematic when the black SUVs pull up and tell me I’m needed for one last job.
If you’re buying a business with key-man risk from employees who aren’t owners, don’t make earnout payments contingent on retention of those people. Sellers don’t want their future payments contingent on you retaining at-will employees outside their control. Period. Best case…
Who has seen a deal where part of seller holdback payoff is contingent on EE retention? Usually it’s tied to revenue but looking for examples on employee Obviously seller won’t like it b/c you could fire the employee but when the employees are the biz.. @SMB_Attorney…
My latest thought about the US: Our country would be better if we stopped, by default, assuming everyone's opinion had merit. It's a big part of why we can't build anything or innovate. The whiners hold too much sway.
Great 🧵 here, I imagine most of ReTwit has already read this. Some thoughts from my seat: 1. the resilience of these CLO deals has been surprising. I haven’t seen true forced selling. Which is somewhat surprising as “equity value” of the originator’s position is basically…
Is the world ending? No, at least it seems unlikely. For a variety of reasons, this isn’t 2008 all over again. - CLOs are different than CDOs and the resulting alignment of interests is a powerful mitigant. - CLOs, unlike CDOs, are backed by the senior loan. Of course, you…
The same arguments that pushed the 10 year to 5% last year are resurfacing Everyone knows the deficit is unsustainable & everyone should know as long as we have it, inflation is not going to <3% Eventually the bond market will break & force fiscal discipline. No one know when
6/6 I've long argued that this level of deficit spending will NOT be fixed at the ballot box. Whoever wins will continue to spend like a drunken sailor and borrow to do it. What stops this is the markets putting their foot down and imposing some discipline. This is a nice way…
Investments in Mexican manufacturing is on fire. New Mexican factory investment in Q1 alone were at the same level of investment as all of 2023.
“Hey dad?” “Yea, sport?” “What’s a Collateralized Loan Obligation?” “What?! Oh, jesus. Well, alright. I suppose you’re old enough for “the talk.” Son, when a syndicator and a debt fund love each other very much…”
A long-time banker I know called this the "hate my house, love my mortgage" market. The name fits.
This situation is really bad ... Home sales remain at crushed levels as the entire housing market has shrunk by about 20% because homeowners with 3% mortgages are neither buying nor selling, and have vanished as demand, and have vanished in equal number as supply, and due to…
Just spoke to the product team at one of the biggest sub prime credit lenders in America. Over 36% of their clients are 90+ days delinquent. Probably nothing.
Took $KRE position down to 0. Still hold $C. It feels like now that the year end window dressing period is over, the next 10-15% move in banks is more than likely down.
J.B. Hunt Earnings Tumble in Weak Freight Market $jbht wsj.com/articles/j-b-h…
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