Windy City
| Favorite team: | Texas A&M  |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 2323 |
| Registered on: | 6/14/2019 |
| Online Status: | Not Online |
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re: Strength and Conditioning Coach - CU
Posted by Windy City on 8/17/26 at 2:49 pm to ukraine_rebel
quote:
Not sure there are words…
We did a campus tour there this summer on our way to the Mountains.
I talked off and on to about 10 kids and everyone crapped on the program and said everyone is checked out and just waiting for the guy to retire or get fired.
0
re: Was John Heisman an epic D-bag?
Posted by Windy City on 8/17/26 at 10:25 am to Gifman
quote:
Lots of great sports figures were absolute assholes. This isn’t news.
Lots of sports figures in general.
I was talking to a high school coach who played under Chip Kelley at UCLA the other day, and he almost turned bright red talking about how much a titanic a!!hole Kelley was to almost everyone all the time.
He assumed he was a sociopath that somehow found a career path that excused his insanity.
re: Since 2020 SEC Programs Have Spent Over $300 Million on Coaching Buyouts
Posted by Windy City on 8/12/26 at 2:42 pm to captdalton
quote:
Forgive me if I missed anyone, but the biggest spenders were:
LSU: $85 million
Texas A&M: $76 million
re: Have you guys ever seen Texas A&M have a good team?
Posted by Windy City on 8/6/26 at 3:28 pm to CharlotteSooner
quote:
And then OU hired Bob Stoops, Texsa hired Mack brown, and that was all she wrote..
And LSU hired Nick Saban which wasn't head to head but certainly changed the recruiting environment.
I remember going with my Sooner dad to Norman in 1997 to watch A&M beat the Sooners 51-7 on a very cold night.
We went back in 199 to watch Stoops, Heupel, et al. beat us 51-6.
Talk about an immediate shift in fortunes.
re: Let’s Talk about “Private Equity”
Posted by Windy City on 8/6/26 at 1:59 pm to Demosthenian
quote:
Don’t you know how these deals work? Or at you furiously researching in real-time just to foment an argument?
Yes, although we stopped being active in these allocations 5 years ago for the reasons cited. I co-invested on many of the actual deals both in corp dev and family office roles for a longer period but moved on from that not too long after the GFC. .
The reality is that PE returns have struggled to keep pace with public market alternatives for a period of multiple decades at this point, performance reporting has always been shady in the industry, and the pivot to "operational value" is so far just a theoretical concept rather than any basis for reality.
That is why this conversation is a bit amusing. There is an ever rising tide of academic research, institutional investor commentary, and spot on observations from people ranging from Warren Buffett to Cliff Asness that the industry is is overcapitalized, built funds that were too large to deploy effectively, overpaid for assets, and now is basically a big teeming box of zombie companies that no one wants to take off their hands.
You clearly have an emotional, intellectual, and likely professional and financial interest in talking up the model\, but all your doing is saying what it could be in a perfect world and not what it is in reality.
And I say all of this realizing that we just have to agree to disagree,
re: Let’s Talk about “Private Equity”
Posted by Windy City on 8/6/26 at 1:19 pm to Demosthenian
quote:
firms aren’t seeing compelling offers from an exit event that would crystallize their returns profile more favorably than simply holding long-term as a dividend-oriented yield investment.
Which is a win-win for all stakeholders, most so for LPs and employees. In reality it’s only the PE partners that get to realize a less lucrative outcome, esp. if they have European waterfall-structured carry arrangements in their funds
The conceit of this is you saying it is ok to offer a highly illiquid and high fee investment strategy and the LPs only get dividend oriented investment yields that they could replicate elsewhere very easily in public markets without the fees and liquidity constraints. ,
That is only a win for the GP and not what LPs signed up for.
re: Let’s Talk about “Private Equity”
Posted by Windy City on 8/6/26 at 12:47 pm to Demosthenian
quote:
This falls into the latter category of heedlessly over-levering and walking away when things go south.
Which checks out with my statement, as this deal’s parts were arranged ~15 years ago
The real reason we are not seeing more busted exits is that firms can't find exits. The whole industry has seized up and are just using continuation vehicles to extend and pretend.
A lot of folks have wised up to the racket.
re: Let’s Talk about “Private Equity”
Posted by Windy City on 8/6/26 at 12:41 pm to Demosthenian
quote:
public markets and institutional investors, are themselves definitional long-term owners;
This is like debating an OpenAI prompt.
Public market investors include the retail crowd happy to flip sh!tcoins all day long. Public markets just swallowed the SpaceX rug-pull IPO. They are completely overwhelmed with folks trying to grab quick scalps.
And you paint a noble picture of institutional investors but in reality public pensions and other groups tend to be the low end of the intellectual food chain in markets and duped constantly by private market buyside shops.
Dallas Police and Fire, Calpers Pay to Play, etc.
I do appreciate you trying to equate the 25 year old PE analyst with a resume of HBS and one year at Goldman or McKinsey to Steve Jobs or Jeff Bezos.
Are you a industry trade group PR flack?
re: Have you guys ever seen Texas A&M have a good team?
Posted by Windy City on 8/6/26 at 11:21 am to MWP
quote:
I saw a pretty legit A&M team beat us at home with a dude named Johnny in 2012.
The great woulda coulda season.
That was an incredibly young team that had two losses for a combined nine points and was blowing people out by huge margins in the back half of the season.
If Sumlin did not have that fondness for the brown water and Manziel did not have that fondness for oxycodone, hydrocodone, and cocaine, who knows what could have happened.
re: Let’s Talk about “Private Equity”
Posted by Windy City on 8/6/26 at 11:00 am to Demosthenian
quote:
Greedy PE owners that would mortgage a company to heedlessly make bets and walk away if things went south haven’t been around in 15, nearly 20 years.
Disagree with this. It has morphed, but in most ways is still a smokescreen strategy that crudely forces unsustainable P&L shifts and/or brainless roll up strategies with the goal of dumping the investment either on public markets or other institutional investors with no concern or care about long term value creation.
PE has always been the art of immediate wealth transfer from entrepreneurs to financial operators via dividend recaps, and balance sheet wrecking borrowing. Markets would be healthier if we shrunk the industry by 95% at this point.
re: Could this be the reason "Arch" hasn't performed as well as was anticipated?
Posted by Windy City on 8/6/26 at 10:01 am to TX Tea
quote:
If you don't think he got better as the year went on, you weren't paying attention.
He seemed to turn a corner right at year end. He hit rock bottom in that poor performance against Georgia, and was more of a game manager in the win against us in Kyle Field.
Arkansas is hard datapoint because that was one of the worst defenses in the country by a large margin.
He looked really great against Michigan.
re: Mike Griffin just said if Sark gets fired, he thinks Muschamp will be his replacement
Posted by Windy City on 8/4/26 at 3:17 pm to Pat Dye 60 minutes
re: Cignetti tells it like it is.
Posted by Windy City on 7/30/26 at 3:16 pm to nicholastiger
quote:
Ohio St bought Ole Miss best RB and Bama's best DB to win a title
Indiana is spending Mark Cuban money
Excuses, excuses and not even valid ones. LSU's last two Heisman winners were Ohio State and ASU transfers and SEC NIL budgets lead the country.
re: Ranking the 5 most overrated quarterbacks in college football entering the 2026 season
Posted by Windy City on 7/27/26 at 1:39 pm to WG_Dawg
quote:
-Mediocre performance in a 25 point loss to UGA
I wouldn't even call that performance mediocre.
His receivers helped with YAC after very short throws to the flats. He went 27/43 in passing attempts and most of his yardage came from a few screen plays being turned into long gainers.
His one pick came on him getting spooked by the Rush and Uncle Ricoing a pass five yards above his receivers hands.
The only offensive TD that night was from Stockton throwing a pick and Texas getting the ball at the Georgia 36. Even then, it took a suss PI call to get Manning near the end zone.
I remember that was the game where he probably hit rock bottom, Sark dumbed down the offense for him and he still had trouble with reading defenses and accuracy. Georgia was willing to load the box and stop the run game and let Arch throw all night and he could not produce anything.
re: Give Me A Chamber of Commerce Slogan For Your Favorite College Town...
Posted by Windy City on 7/15/26 at 8:47 am to Gunga Din
College Station -
"If you think this town is a soulless wasteland, go check out Bryan and get back to me."
"If you think this town is a soulless wasteland, go check out Bryan and get back to me."
re: Chips are down: Who is the dirtiest player in SEC history?
Posted by Windy City on 7/14/26 at 1:44 pm to Marcelo Lavanda
Per Google Gemini
Aaron Murray seemed to be on the wrong end of a lot of these dirty plays.
All pretty bad
Link for Quintin Dial
Youtube Link
And Fairley
Youtube Link
Aaron Murray seemed to be on the wrong end of a lot of these dirty plays.
quote:
The peak of Fairley's "dirty" reputation came during the 2010 edition of the Deep South's Oldest Rivalry against Georgia.
The Chin Shot: Early in the game, Fairley drove the crown of his helmet directly into Murray’s chin, which drew blood and eventually required eight stitches under the quarterback's chin.
The Late Back-Spear: On another play, after Murray had already thrown the ball, Fairley drove his helmet directly into Murray's lower back/ribs while he was completely defenseless. The hit was so severe it left Murray with a fractured sternum and severe whiplash.
The Knee Dive: Fairley also delivered a diving hit directly to Murray’s knee after the ball was released.
Quinten Dial (Alabama, 2012): During the 2012 SEC Championship Game, Dial delivered a massive, blindside block directly to the chin of Georgia quarterback Aaron Murray (who seemed to be a magnet for these hits) after an interception.
Marquel Wade (Arkansas, 2011): Wade committed one of the most widely condemned cheap shots in SEC history during a game against Vanderbilt. He launched himself and leveled Vandy punt returner Jonathan Krause with a brutal helmet-to-helmet blow
All pretty bad
Link for Quintin Dial
Youtube Link
And Fairley
Youtube Link
re: CNBC 10 Worst States to Live 2026
Posted by Windy City on 7/13/26 at 9:26 am to gamecockman12
DP . . .
re: CNBC 10 Worst States to Live 2026
Posted by Windy City on 7/13/26 at 9:26 am to gamecockman12
quote:
Heavy SEC representation on this list, but it might be the worst one I've ever seen. Tennessee and Texas are both outstanding places to live.
This list seems aimed at low earners needing government bennies,
Yes, the pregnant high school dropout living in a trailer in rural West Texas or backwoods Tennessee could probably drop into Oregon and find it a better deal.
Most middle class families and high earners have different needs, however, including no state income tax, a thriving economy and job market, and reasonable cost of living.
re: Curt Cignetti or Kirby Smart
Posted by Windy City on 7/11/26 at 1:49 pm to captdalton
quote:
Why are you wanting to die on this hill? It is clear that Indiana paid players to come play at Indiana.
I don' think anyone would deny that they paid players. Of course they did. Every school pays players to come to their football program. Most spend a lot more. It was no some unique differentiator.
The differentiator seemed to be Cignetti being more capable than other coaches of finding the right players with the right mindset and the right skills for his schemes. .
re: Curt Cignetti or Kirby Smart
Posted by Windy City on 7/10/26 at 8:45 am to UKWildcats
quote:
Literally re-read my post. He doesn't have them anymore. If he doesn't have a group of guys that came up together over years of playing together, can he adapt and get a bunch of transfers and newbs to coalesce. I spelled that thought process out in my post.
I don't think they get over the top with just the JMU guys. They were a talented lot but so many of the key contributors on that team last year were one and done transfers from other schools or Indiana players he inherited.
Fernando Mendoza - Cal
Riley Noakowski -- Wiscy
Omar Cooper Jr. - Indiana player
Pat Coogan - Notre Dame
Steven Daley - Kentucky
Kahlil Benson - Colorado
Louis Moore - Ole Miss
Roman Hemby - Maryland
Carter Smith - Indiana player
His ability so far to integrate and maximize the talent he finds in the transfer portal is extremely impressive.
If he is able to do the same with guys like Josh Hoover, Nick Marsh, Joe Brunner, A.J. Harris, Turbo Richard, Chiddi Obiazor, Shazz Preston, etc. than he likely has cracked the code so many coaches struggle with.
re: Favorite SEC football coach you have met
Posted by Windy City on 7/7/26 at 9:22 am to azcatiger
quote:
RC Slocum. Great guy, even though I hate the Aggies.
Les Miles.
Ditto on this. He came from not much in government housing in Louisiana and you could tell that really humble upbringing influenced him greatly. In a business of crazy personalities, he was just a good man.
There is a restaurant in Dallas called Tupinamba run by a crazy Ag supporter Eddie Dominguez. I walked in one late Sunday and Slocum was just finishing up lunch and could not have been more gracious, sitting with us for 10 minutes and talking over his life after coaching. He posed for photos. It was a fun moment.
I assume Slocum ate there a lot, as he had his own menu item.
RC Slocum Special at Tupinamba
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