Dickie @greenleafcapm

Jacked, 6’0, Wall Street Buy-Sider with a roster of Alpha Phi’s Joined November 2025

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Dickie @greenleafcapm

5 days ago

@OnodaCapital There is a long list of struggling software loans, where when you look at the history it’s Thoma Bravo selling it to some fund at a peak valuation

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Dickie @greenleafcapm

a week ago

@shortsqueeznews You sure it has nothing to do with this….?

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Dickie @greenleafcapm

2 weeks ago

@thedealdirector Remember there was a slide in marketing deck that said they had the tech capabilities of Microsoft with the M&A skills of Thoma

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Dickie @greenleafcapm

a month ago

@matt_slotnick @thaAdamLittle @StahlAndy @amyecheetham @DevinKunysz @AishwaryaNaga @malinvested @MMikeMMa @jefernandez8 @TetonCap @datageneralist @MackinacCap @midwit_capital @Molecule_Invest @pw_mcgovern @Searching4Moats @nivgopakumar I’ll be on, was pleasantly surprised to see you listed as the speaker. “Full-Stack Expert” has a nice ring to it

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Dickie @greenleafcapm

a month ago

@matt_slotnick Would be great to join

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Dickie @greenleafcapm

2 months ago

@thaAdamLittle Hey, did something ever get posted on Qualtrics? Searched through but wanted to make sure I didn’t miss anything

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Dickie @greenleafcapm

2 months ago

@TMTLongShort I’ve got a tanning bed at home… you should look into it

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Dickie @greenleafcapm

3 months ago

@JamesYTMBond Must read for anyone in credit, we were born in the wrong generation man. Should’ve been in the 80’s slinging high yield and attaching warrants to everything

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Dickie @greenleafcapm

3 months ago

@DeanTTraining Feet supposed to be close together? Or does that just help it hit quads more?

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Dickie @greenleafcapm

4 months ago

@larpcapitalwc Been practicing since the day I met her in anticipation of moments like this

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@AndreasSteno Can you comment more on what you mean by dashboard SaaS? Thinking of a Qlik where there metadata ownership and it gives you deterministic analytics. How does a probabilistic tool that needs prompting instantly kill this. Genuine question, want to know what I’m missing

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Dickie @greenleafcapm

4 months ago

@jonrice80 @AggieCapitalist Gotcha, ya totally wasn’t disagreeing with you. If anything, validating it cause NCR is a company I’ve followed since the spin-off on the credit side

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Dickie @greenleafcapm

4 months ago

@jonrice80 @AggieCapitalist I’m not commenting on $EEFT Just saying the multiple paid for Atleos feels appropriate for the business profile

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Dickie @greenleafcapm

4 months ago

@StealthQE4 I get that it’s television, but no upside on being so definitive lol

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Dickie @greenleafcapm

4 months ago

@Investor_NICK_ Bottoms gotta be after the headline storm eases once OpenAI and Anthropic IPO

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Dickie @greenleafcapm

4 months ago

@StealthQE4 It’s all an equity problem. Especially in IG, we don’t care if the EBITDA multiple goes from 30x to 15x, LTV is still ridiculously low on most of these. Plus, we don’t care about SBC the same way equity investors do and these companies puke FCF

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Dickie @greenleafcapm

5 months ago

@DivesTech DAN WHEN IS MY $ALIT GOING BACK UP?!??? please my wife is threatening to divorce me and take the kids

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Dickie @greenleafcapm

5 months ago

@taobanker It’s funny cause if base case plays out, FCF going to look terrible. Worst case, you dial back growth capex and FCF actually looks amazing. Agreed that Oracle works all day.