OK, Rusillo - Q1 Earnings panic draft. SBUX is #1, right? This management team makes Mat Ishbia look like Red Auerbach. -11% China comps, Jesus Christ! And their turnaround plan is called the Two Pumps strategy? Are they running a business or a porno cinema in the Combat Zone!
One of the side effects of astronomically expensive tuition: It places front and center the dynamic of the student being a Customer
So obviously they act outlandishly and w/ impunity - because, well, if you’re paying $70k/yr you better fucking well be able to do as you please
“six way parlay. i want Leonard age to cover. i want Meredith over 90. I want Josiah heart attacks and strokes, gladys broken bones, beatrice with a stent. read it back to me”
“six way parlay. i want Leonard age to cover. i want Meredith over 90. I want Josiah heart attacks and strokes, gladys broken bones, beatrice with a stent. read it back to me”
Bucco's Official Best Butt Rock Anthems:
- Creed: Higher
- Incubus: Pardon Me
- Papa Roach: Last Resort
- Staind: So Far Away
- 3 Doors Down: Here Without You
- POD: Youth of the Nation
- Shinedown: 45
- Salvia: Click Click Boom
- Creed: One Last Breath
- Kid Rock: Bawitdaba
Bucco's Official Best Butt Rock Anthems:
- Creed: Higher
- Incubus: Pardon Me
- Papa Roach: Last Resort
- Staind: So Far Away
- 3 Doors Down: Here Without You
- POD: Youth of the Nation
- Shinedown: 45
- Salvia: Click Click Boom
- Creed: One Last Breath
- Kid Rock: Bawitdaba
The saddest part about the state of higher ed? She should have learned the literal opposite - a more worldly, contextualized, perspective
Nothing is unique or unfortunate about the Gen Z experience. The world has always been in turmoil. In many ways, it’s also better than ever
Re-reading Barbarians at the Gate, I am reminded that the best business books are great because they are, ultimately, profiles in human psychology
What other books would you put in the pantheon of business writing?
This interview w/ @stanine was full of management and leadership wisdom
Specifically, I loved the bits on fighting entropy and maintaining urgency as a company gets bigger. It’s perhaps the hardest battle of all
Well worth the listen!
youtu.be/1vVvk9VwVEw?si…
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Arguing with you to spare my family.
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48K Followers 2K Following“I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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Long-term equity research and 100% portfolio transparency
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