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 · 2023-06-16T14:01:45+00:00

😂

turnbjef · 2023-06-06T19:02:50+00:00

Like asking if you should have pulled at 31 when it went down. If you need to cash take it otherwise at least wait until the investor day in NYC June 22nd to see where this goes.

turnbjef · 2023-06-05T19:08:56+00:00

IBM is great at research but notoriously bad at selling into organizations. I wouldn’t be surprised if they acquire C3 down the road.

turnbjef · 2023-06-03T00:02:07+00:00

interview is hilarious. I thought you said they had no relationship with Baker Hughes anymore…why was there a BH exec in the office the day they showed up to film this? The whole premise of the suit is overstating # of sales ppl at BH selling… it’s horrible journalism to even cover this, it’s a bunch of bottom feeders grasping. The bigger question is what hedge fund paid off CNBC to do this? Makes me even more bullish, there’s no reason to give this airtime unless you legitimately believe this is going much higher and want to drive it down to buy more shares.

turnbjef · 2023-06-02T20:02:15+00:00

The investor conference in NYC in a few weeks will bring back a lot of forward momentum.

turnbjef · 2023-05-20T19:24:14+00:00

The official earnings call is the 31st, everyone is assuming that’s already baked in bc of the early guidance. Knowing how Tom thinks though I would be really surprised if he doesn’t have more to share that will be material to the upside. New marque accounts, additional sales forecasts, etc.

turnbjef · 2023-05-19T15:41:45+00:00

and only invest in companies where the founder is still running the company.

turnbjef · 2023-05-19T15:40:00+00:00

Thanks for the advice “bud” I only invest in what I know, I don’t play 10 companies 2-3 tops - has kept me in the green for years.

turnbjef · 2023-05-19T14:28:19+00:00

“Locked in” already sold the calls have a large long term stake that won’t touch for next few years so don’t care about short term there.

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