Horny Hitler
@petitretard
PORN
ID: 1721956054110478336
07-11-2023 18:21:36
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Red Dog Capital Andrew Wilkinson Wilkinson is the ultimate anti-"Outsider" CEO. Spewed a bunch of Munger-isms to sound smart; a sweet talker. Went so far as to copy $CSU's ROIC-based exec comp + policy of using bonus to buy Tiny shares. Problem is the biz & M&A is crap. 19% recurring revenue.
Red Dog Capital Andrew Wilkinson Had many duped, including Munger & Ackman. Dishonest financials w/ massively inflated EBITDA last year due to non-cash gain. There's no ROIC. Search $TINY.V. Horny Hitler's timeline has all the answers but you will wade thru some interesting posts in between.