TigerHornII

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And the Private Equity guys have had an amazingly positive impact on American businesses. We have the best business community in the world, by far, and that is largely due to the influence and discipline generated by P.E.


Would you be kind enough to expand on this point?

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You never hear about PE success stories. They outnumber the PE bottom feeders that strip companies bare for short term profits or the morons with so much AUM that they just shove in fresh Ivy League grads as CEOs of acquisitions because reasons. You hear about the latter two in the headlines though constantly.

While I too have respect for financial professionals and their discipline, I have never met one who was an effective CEO. I'm sure they exist, but I have only known bad ones.

WRT to the earlier comment on Roger Smith at GM, he was the guy who truly began the end of the GM that once was. Alfred Sloan, the CEO who built GM, said in his book more or less "It will be a disaster for this company if the treasury (accounting) ever takes over and runs it."

FACTORY CPO is GTG. Dealer CPO is not.

BMW is one of the top 2-3 makes where I would only buy factory CPO if looking at used.

The 2026 curve is about what I have been predicting for a decade. Too many materials bottlenecks, too many market issues. The 16 CARB states, which account for 40% of the US car market, will force adoption here.

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I don't understand why more car companies aren't making phones the key like Tesla. The car unlocks when I walk up to it and locks when I get out of the car with my phone, I have an audio alert if I get out with my phone still in the car. I have access to the cameras in the car on my phone. I can see real time temps inside the car. I can access the cameras on the car from my phone etc. It just seems like a much more secure and economical way of doing things.

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Because that is only slightly less hackable than anything else. Teslas don't get stolen because they are connected in every respect. Steal a Tesla and try to part out the battery pack, which is the big ticket item, and Tesla will know the first time someone charges it on their network. Like iOS devices, they're pretty much worthless after the company gets a stolen report and the car is bricked.

Any other car can be successfully parted out, or just driven off to a foreign country, and there is no way for the OEM to know where it is. The Tesla is a tightly integrated rolling computer in a closed sandbox, OTOH, like iOS devices. You can do things with a BEV that you can't do with an IC engine car WRT to theft.

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Say if he followed through on any of Lincoln's racial reforms, and not let the KKK and their allies take over the south.

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The original KKK, as founded by Nathan Bedford Forrest, faded away with the passing of Confederate veterans and never exercised much real power. The KKK that you know and Robert Byrd was a Grand Wizard of was founded in the early 1900s explicitly to exercise political power and sow fear.

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I just thought it was funny because his measure for initial quality was the first 90 days of ownership. High bar you set for Ford, Farley.

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Ford didn't set it. That's been the metric for IQ since before I went into the industry in the 1980's.

I am sad to say that my kids have been doing it wrong. Likely explains their GPA being a quarter point lower than some of their obviously less talented classmates. :angry:

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We’re going to automate ourselves into a social crisis of highly qualified, intelligent people having nothing to do or any way to feed themselves. I’m sure they will just peacefully protest and not use their intellect and creativity to cause any disruption to society.

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This is why we have to reshore the supply chain and move jobs back here as fast as we can. The announcements by GM and the aluminum smelting plant just announced are two examples. AI will kill jobs, tariffs will bring more to replace them.

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They beat a Mizzou team that lost its QB to injury. They likely lose if not for that.


Strong logic. The backup that came in played better than Pribula did.

Pribula: 17.6 QBR
Zollers: 93.5 QBR

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IDK that QBR is an entirely valid comparison here. By the time Zollers came in, they had to pass.

First of all, did you note the stadiums at both AU-Arky and LSU-ATM? I don't think Arky ever got more than half full, and LSU emptied Tiger stadium like someone pulled the drain plug after halftime. By the 4th quarter, ATM people outnumbered LSU, and by end of game, I bet there weren't 2k LSU people left. Yeah, ATM blew them out late, but this was a big game that could easily have turned in the 2nd half, and for Arky, who has lost several close ones just like we have, this was a HC try-out. I have seen AU people no-show and go home early, but never in those numbers. Next time someone tries to tell you "Auburn people are no different than anyone else", think about those empty stadiums.

There is persistent discussion that LSU is headed toward moving on from Brian Kelly. That was as gold-plated a hire as DeBoer or any other hire in recent memory since Saban. There are no sure things in coaching searches. Which is different than saying we categorically shouldn't start one. Jury's still out IMO.

Kiffen called a game against OU not at all dissimilar from what CHF called on O. The difference is that I can count on one hand the number of times Kiffen's QB waited past a "Two Mississippi" count to make a decision to run or throw. That, and no drops from the OM WR's. And OM didn't miss any FG's.

Texas went to Starkvegas and very nearly got their arse's beat. The problem was exactly what AU faces - Arch Manning holding onto the ball too long. Late in the game, Manning finally started rolling out of pressure and throwing on the run, or just tucking and running himself. That, along with a miracle 79 yd PR for a TD, was what got them past MSU. And a call or two from the refs. The calls in this game were not as egregious as those against AU were in the OU and UGA games, more along the lines of the "bammer benefit of the doubt always goes their way" calls of the Saban era. Texas has spent a lot more than we have on NIL and their coaching staff, and now rumor is that Sark may leave for the NFL.

Mizzou gave us the blueprint for shutting down Pavia, and we have more talent on D. Vandy looks very winnable to me. Had Mizzou's QB not gone down with an injury, I think they win that game.

ATM is the best team in the league. Reed, like OM's Trinidad, makes decisions RIGHT NOW once he has the ball. He has Concepcion, the best WR in the league, to throw to. That guy runs after the catch better than anyone. And their D is nasty. We did well to stay close with them at Kyle.