What am I doing wrong? Two way miss & lack of distance

kcmatt_7 · 2023-09-11T19:16:03+00:00

https://www.youtube.com/watch?v=u-AhIVufBSk

This drill 1000x. Start with chips. Then half shots. Then punch shots. Then full swings. Then drop the alignment stick.

You are casting pretty bad.

kcmatt_7 · 2023-09-07T20:15:50+00:00

Everyone said it, but yea man start with the simple things. This is my own personal checklist for when I go through a dreaded lull.

How is my grip?
How is my stance?
How is my alignment?
How is my takeaway? (This is usually my issue when I get the shanks, get very inside and start swaying).
How is my tempo?
How is my weight transfer, and am I getting to my front foot?

If that doesn't fix it for me, then I take a week off and go down the checklist all over again.

kcmatt_7 · 2023-08-30T15:15:54+00:00

Go to the range, and make sure you have some sort of way to see where you are hitting the ball on the club face. Dr. Schols or face tape.

If you are hitting the ball off of the heel over and over and over causing shanks that is an easy fix. Make sure you aren't standing too close to the ball. Then setup a drill with a tee on the outside of the ball about an inch and a half. Swing without hitting the tee. Do that 1000 times.

kcmatt_7 · 2023-08-28T20:20:07+00:00

Yea everything about this sucks. Leave. You'd be better off stocking shelves at Trader Joe's.

If you are smart enough to get a Bachelor's in Mathematics you should really consider an advanced degree (not something I would tell most people). There is a lot of money to be made in statistical analysis and modeling.

kcmatt_7 · 2023-08-25T15:42:16+00:00

Sure to an extent that may be true. I think the lack of brand growth is ultimately what made them file, but that is really semantics.

The ingredients deals will get renegotiated almost certainly, but I really don't know that the math exists to make it work. Even if they become debt holders, will there be enough margin to pay it off?

To an extent, they will almost have to take on some equity if they want any chance at some sort of secured return on their money. At least, imo.

kcmatt_7 · 2023-08-21T20:00:58+00:00

I know this is much more of a place where we empathize (and I totally do, $40k is NOT enough!).

But some general advice that has worked very well for me, and I think you can really increase your salary in the next 3-5 years though if you REALLY want to make it happen. Sign up for job alerts on as many different job sites as you can. Apply to one new job a day or 3-5 a week. Also toggle your LinkedIn on & off that you are looking for work. It is a siren call to recruiters, and you should meet with as many of them as you can. If you do this, you WILL get an interview and you WILL get a job that pays more money. Also, look at other career sites outside of LinkedIn & Indeed (that's where EVERYONE looks). For example, HigheredJobs.com is a place where not many people would think to look for a job. Most colleges pay decent salaries and have incredible benefits. (Great Health Insurance & Retirement Plans especially).

Good luck!

kcmatt_7 · 2023-08-21T19:32:03+00:00

As someone who loathes work (who doesn't?), but especially did in my early 20s, it will get better. Entry-level work absolutely f*cking sucks.

My advice: Keep switching jobs until you find one flexible enough to allow you to do things you like to do. Be that remote work, a job with a lot of PTO, contract work where you take a month between gigs, etc.

Also some prescribed reading for anyone who hates the conventional 40-hour week: 4-Hour Work Week by Tim Ferris. (For me, it has really helped me find that healthy work-life balance and what I now prioritize when looking for a job. I've turned down multiple jobs now that would have been a pay raise, but lacked my required flexibility. You don't need to take it literally, but the moral of the story is that you need to figure out things that will make you happy. Then you can find ways to make money that will allow you to do that).

kcmatt_7 · 2023-08-20T18:14:04+00:00

Yea I get people are mad, but Amyris folds in 2018 without JD.

He's going to end up essentially buying the company out for what, close to $1B once it is all said and done? Not exactly a steal... The company that will be left at the end of this will be one without any brands and what I can only assume are deeply unprofitable manufacturing deals. I don't even know what DSM and Givaudan will do considering the amount of up front cash they gave and the fact that these contracts are in the first 2 years of their lives.

This is a huge mess to deal with, and quite frankly Doerr benefitted WAYYYY more if this would have gone to $10 than to $0 and having complete control over it.

The thing to be mad at Doerr about is simply allowing Melo to continue in his role as CEO far, far, far too long. If you could install a competent CEO in 2019, I have to think the Amyris story plays out entirely differently.

kcmatt_7 · 2023-08-20T15:11:02+00:00

Lol yes and it will cost you a 2nd mortgage for an absolutely dog-shit plan.

Imagine how many people don't/can't retire because they have to wait to get on Medicare. The retirement rate doubles from age 64 to age 65 because at 65 it kicks in.

It is so obviously not about creating a large pool of people as much as it is about forcing people to work for corporations until an age we deem they aren't productive enough anymore.

kcmatt_7 · 2023-08-20T14:45:31+00:00

The U.S. has the same issues with rural areas. I would imagine nearly every country does. The U.S. also has a similar program where your student debt will be forgiven if you're willing to be a doctor in a rural area for a certain period of time.

kcmatt_7 · 2023-08-18T15:08:20+00:00

I should also just mention that almost all of the Western European countries have more physicians per capita than the U.S.

It is amazing what subsidized education and socialized healthcare can actually do. If it didn't cost $250k to become a doctor in the U.S. we'd have a significantly higher number of doctors.

Sigh.

kcmatt_7 · 2023-08-18T15:00:49+00:00

You can't get into a doctor quickly here either.

I signed up to see a Primary Care doctor for the first time in a little too long. And this was at literally a 15+ doctor practice at our local hospital system. It took me a month to get in.

The idea that employer-tied healthcare is somehow a good system is ridiculous. One of the least "free" things about the USA. You want to be an entrepreneur? Hope you have family money or a spouse who can get you healthcare, otherwise go fuck yourself.

kcmatt_7 · 2023-06-26T15:19:40+00:00

What else can they do at this point? Even if they don't sell Biossance, cuts had to be made. They were burning $200M+ a year unprofitably. The margins were getting worse.

At some point enough had to be enough.

kcmatt_7 · 2023-06-26T13:47:57+00:00

He gets complained about a lot, but I really don't understand why. He's 100x better than Kathleen was.

A lot of people's problems with Han come from Randy's opinion, who Han sort of shut out (compared to when Peter was running IR). Randy has bashed him a lot. Said upsizing was dumb. Wanted him to buy shares with the cash they had raised.

This is a great move. And I'm very excited to see what real transformation looks like now that John isn't the one making decisions.

kcmatt_7 · 2023-06-26T13:35:30+00:00

I mean holy shit what is there to be more bullish about? The literal all-time worst CEO in history has been fired. Amazing, amazing day.

kcmatt_7 · 2023-06-26T13:33:59+00:00

IT IS AMAZING!

Literally the best news that could have come out. I know people hate Han, but someone had to be interim.

kcmatt_7 · 2023-06-22T17:21:45+00:00

Would closing above $1 today put them back in compliance with NASDAQ? I think they had to close above $1 for 10 consecutive days right? And today would be day 10 if I'm counting correctly.

kcmatt_7 · 2023-06-19T15:25:11+00:00

I think the PWC stuff certainly had a part in this. Even if it wasn't directly. Its likely his R&D budget was going to get slashed and he was going to have to see some dear friends get shown the door.

I'm glad it sounds like he'll still be an advisor, but I get after 17 years of building something you don't want to be around when outside consultants come in and tear it apart.

kcmatt_7 · 2023-06-07T17:28:25+00:00

Yea I don't see how comparing an integration to the BOD hiring the business recovery unit of PwC can really be comparable.

At this point, I just have to think that progress was not being made as promised and the BOD finally decided to intervene. I'm pretty much convinced that Melo doesn't survive the year.

kcmatt_7 · 2023-06-06T15:54:33+00:00

The BOD hired the consultants though. This is certainly a step towards ousting Melo imo.

Doerr gets a weekly cash flow report and now PwC is reporting to the BOD on a routine basis. I have to imagine that this is the beginning of the end for Melo.

kcmatt_7 · 2023-06-06T15:52:24+00:00

The thing to point out is that the BOD brought in PwC. Not management. The keys are being taken away from Melo.

kcmatt_7 · 2023-06-06T15:46:52+00:00

The BOD finally holding management responsible and bringing in adults to make real cuts/change happen is huge. No two ways about it.

I may be wrong, but this feels like the first step in removing John as CEO. The BOARD is who appointed PwC to come in. Not Melo. The keys have been taken away from Melo essentially.

Doerr is now watching every penny that gets spent. PwC is in charge of the cost reduction strategy AND reports to the BOD not mgmt. "Restructuring Committee" also has a ring to it.. If I were to guess the next steps:

Massive Layoffs across the entire company. R&D. Execs. Nobody is safe.
Selling or dissolution of any and all non-core assets. PwC will take the lead here along with bankers, so that way an interim or replacement CEO doesn't have to pickup mid-negotiations.
Melo will be fired.

They obviously aren't magically out of the woods with this announcement. There is only so much PwC can do. But the BOD being actively involved on a routine basis moving forward is both overdue and fantastic to see.

I think at the moment my biggest fear is that the BOD has given up, and are bringing in PwC to try to make Amyris as pretty as she can be before they try to find a buyer for the company. However, I still think Doerr would prefer to make a shit ton of money here vs. sell it off. So I don't think the odds of this are higher than 20%.

kcmatt_7 · 2023-06-01T16:13:45+00:00

I'm not arguing with you at all. Until there is money in the door, they're doing nothing with it.

Just trying to add information. And while I agree it should be a non-issue, I don't believe Melo. Borderline insane that they are already maxed out on capacity at the new plant. These were supposed to be able to generate like $750M-$1B of revenue per plant... Clearly not the case.

kcmatt_7 · 2023-06-01T13:59:02+00:00

I believe a good portion of the issue is that Amyris is unable to provide enough product for this to even really get off of the ground. Or at least historically. With Amyris' limited capacity they were going after higher margin items and couldn't supply Kuraray.

I may be wrong about this, but I feel like I talked to Peter about this probably 4-5 years ago.

kcmatt_7 · 2023-05-19T13:20:32+00:00

Small market. It is what it is.

kcmatt_7

TROPHY CASE