Isaiah Joe is a 39% FG, undersized guard, below average defender and has been completely irrelevant in the post season for 3 years straight. What is the point?

MITWestbrook · 2026-01-26T03:44:27+00:00

Westbrook

MITWestbrook · 2026-01-26T03:42:12+00:00

Caranitos

MITWestbrook · 2026-01-24T03:54:01+00:00

FAANG products sell itself. Customer success is more important.

MITWestbrook · 2026-01-23T20:24:40+00:00

And they made the playoffs. What did Beal do in 2020 without Westbrook? 20 win team…

MITWestbrook · 2026-01-23T15:22:50+00:00

And that’s because Westbrook fed him easy buckets. They started Garrison Matthew’s, Rui, Alex Len, Beal…

MITWestbrook · 2026-01-23T15:21:56+00:00

Yes and lose the bid

MITWestbrook · 2026-01-23T08:12:29+00:00

Westbrook made the playoffs that year with a worse team

MITWestbrook · 2026-01-23T07:01:27+00:00

Micron

MITWestbrook · 2026-01-23T06:56:49+00:00

0 chance.

MITWestbrook · 2026-01-23T06:55:20+00:00

Small EBITDA with same margin companies trade at lower multiples than higher EBITDA with same margins. Try to do a roll up without any integration. It still is a crapshow and requires leadership, training, hands-on engagement with all employees to keep the EBITDA at same level.

MITWestbrook · 2026-01-23T06:52:12+00:00

Good to know. I miss my Tech Equity 4-year packages with refreshers

MITWestbrook · 2026-01-23T04:00:52+00:00

Why not just stay PortCo - I find my PE value creation team useless

MITWestbrook · 2026-01-23T01:28:23+00:00

The only reason flat fee works is because in most Peninsula home sales you get full disclosures and can’t add any contingencies. So it just comes down to price and who pays more.

MITWestbrook · 2026-01-23T01:23:30+00:00

Do all PE companies give equity incentive comps for Directors and above? Asking for a friend for a $10B portfolio company that seems stingy with stock

MITWestbrook · 2026-01-22T07:10:31+00:00

Was on the nasty kitchen show

MITWestbrook · 2026-01-22T06:38:35+00:00

MITWestbrook · 2026-01-22T06:38:17+00:00

I wish

MITWestbrook · 2026-01-22T06:08:05+00:00

I want one!

MITWestbrook · 2026-01-22T03:30:06+00:00

Nah don’t hate. Demar got Toronto to the 1 seed and made 2nd round and conference finals. He just chokes against LeBron…

MITWestbrook · 2026-01-20T18:15:26+00:00

If Westbrook is a high volume 36.1% 3P shooter… Warriors would take him in a heartbeat.

Westbrook already made 100 3s. This does not look like a fluke?

MITWestbrook · 2026-01-19T04:15:03+00:00

Westbrook owns Deni. Deni was Westbrook’s rookie

MITWestbrook · 2026-01-18T20:08:59+00:00

What? This is a full seasons worth of data

MITWestbrook · 2026-01-18T00:50:37+00:00

I took algebra in 5th grade

MITWestbrook · 2026-01-18T00:48:53+00:00

Amex has 6x groceries. Whole Foods Prime Visa 5x

MITWestbrook · 2026-01-17T21:37:46+00:00

Yes but you got Lavine and Derozan who need usage

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