Rayfinkle
@6d617474
Investor in private tech and unloved public companies. Former credit investor and CFO. Not advice / dyodd.
raymondfinkle.substack.com
ID: 228029358
18-12-2010 14:23:33
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If anything this article understates how kind, wise, and generally competent Josh Woodward is. He also reads amazing amounts at incredible speed.
$HRBR update worth reading from trying to learn. open.substack.com/pub/tryingtole… Clear breakdown of the company after the announced aircraft/asset sale. Pro forma picture: about $114M of sale cash + the ~$100M cash balance from the last 10-Q ≈ $210M cash. With ~58M shares, that’s
Starting a company is probably the only way to try to escape bullshit jobs: reporting, compliance theater, internal dashboards, meetings to coordinate meetings, process to manage fear, maintaining status hierarchies, liability shields, and managerial control, not producing value.