R. Patrick Kent (@rpkent) 's Twitter Profile
R. Patrick Kent

@rpkent

Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ

ID: 32589494

calendar_today17-04-2009 21:15:29

4,4K Tweet

355 Followers

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“Whatever it is you plan to do, other people are going to have an opinion about it.” - Mel Robbins Lots of chirpers out there, especially in the cheap seats. Head down, execute on your process.

R. Patrick Kent (@rpkent) 's Twitter Profile Photo

"You build on failure. You use it as a stepping stone. Close the door on the past. You don't try to forget the mistakes but you don't dwell on it." - Johnny Cash You are winning or you are learning, Keith McCullough

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The world is a mess right now — and investors can feel it. We are in the Fourth Turning: a period of deep structural change marked by economic instability, political polarization, geopolitical tension, and rising social unrest. This is not theoretical. It is happening in real

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Point #2 is critical. Understand that the SaaS subscription model garnered significant EV / Sales multiples because of inverted working capital and the promise that LTV / CAC was worth it. If renewal rates fall valuation floors will be similar to historic license era floors (1.5

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"My approach works not by making valid predictions but by allowing one to correct false ones." - George Soros It's not just the why, its the when. If you are wrong, do you course correct to not lose money? Does your process allow for that and, in fact, assist you in that?

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"The only thing you can control is what you do with the examples other people set and the actions you take next." - Mel Robbins Learn from others, develop a process and execute on that process. You literally have zero control over anything else.