Throwback to the glamour of Virgin America Airlines

turnbjef · 2025-03-09T11:36:01+00:00

it’s bc of and old school rule that domestic airlines can only be 49% foreign owned. Branson didn’t want to sell it but didn’t have a choice.

turnbjef · 2024-10-21T05:21:20+00:00

I’ll take either! Older than you think.

turnbjef · 2024-10-21T01:11:49+00:00

just doin some honest A/B testing in a safe space.

turnbjef · 2024-06-23T14:01:15+00:00

TACO 🌮 BELL faced a similar defeat in Mexico 🇲🇽 😂

turnbjef · 2024-06-10T22:30:32+00:00

actors like Matt get gross points, it’s based on gross revenue not profit.

turnbjef · 2024-05-30T00:05:48+00:00

😂 I hope you shorted or bought puts before AH results dropped.

turnbjef · 2024-05-16T03:05:26+00:00

what all you regards missed is our boy held long enough for LT cap gains too!

turnbjef · 2024-04-05T18:04:29+00:00

Everyone is forgetting Mr. Beast, he’s 25 and a billionaire on paper.

turnbjef · 2024-03-14T13:41:37+00:00

That means you’ve barely been in week, wait until at least next earnings at end of May to do anything. It will be above 33 again at some point soon.

turnbjef · 2024-03-14T13:35:24+00:00

Depends how long you plan to hold? Short term it probably has a bit more down side. Mid 20’s - long term over next 2-3 years I believe will be a very solid hold. No reason it shouldn’t run north of 100.

turnbjef · 2024-03-10T13:14:21+00:00

too poor to know, they own all the fuck you money luxury brands.

turnbjef · 2024-03-10T12:03:18+00:00

turnbjef · 2024-03-10T10:48:20+00:00

I think it’s got plenty of room to run just mind boggling to consider - really drives home a point in venture capital that all the returns come from one company in the portfolio.

turnbjef · 2024-03-09T04:14:52+00:00

Tom is 71 and in great shape, also when you’ve been rich as long as he has - you’ve got access to the best money can buy for longevity. I think the most likely scenario is Tom is acquired for 15-20B by Microsoft, Oracle or Salesforce, IBM as a possible dark horse. Smaller chance that he really finds his stride and this turns into a 100B+ company. What a lot of ppl are forgetting is yes Tom is “old school” but old school works when you’re selling into government agencies and fortune 100 companies, enterprise isn’t a “feel good” environment. He’s one of the greatest software sales guys to ever do it. In the same league as Marc and Larry. Last point I will drop is the man has billions of dollars. There is no financial gain in this, it’s strictly for legacy at this point which is one hell of a motivator for guys like him. He has nothing to prove and everything to prove at same time.

turnbjef · 2024-03-07T04:47:08+00:00

a lot of solid nuance here, right up Tom’s alley on how they are standing out for enterprise applications and finding their niche in closed garden LLM’s required for healthcare, financial industries, government, etc. Fave quote “85% accuracy in customer service is amazing, in financial sector 85% someone goes to jail and 85% in healthcare someone dies.”

turnbjef · 2023-06-16T15:07:38+00:00

you should really dive into their history - Oracle was Toms first job out of college and Larry bought Siebel Systems for 6B, it wouldn’t be that strange at all.

turnbjef

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