Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. 310@310value.com 310value.substack.com
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3:10 Value retweeted
If you want to know what Byron and Erika Donalds are really all about watch my full interview w Kelly Mason.
Byron Donalds Shady School Dealings w Kelly Mason x.com/i/broadcasts/1pKkOOdLp…
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3:10 Value retweeted
Ivy is a 4-year-old Steelers fan who brought her Terrible Towel to every cancer treatment. She is a cancer survivor in remission, now.
Pittsburgh Steelers
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3:10 Value retweeted
I’m leading an SF/Silicon Valley trek for my wonderful HBS team 10/31-11/1. I’d love to meet up with entrepreneurs and investors interested in exchanging notes on LEO economy, AI infrastructure, compute, etc. Please DM me if it makes sense to connect.
Working on a cool project this semester with a great crew at HBS ... a first pass at the valuation causal map beyond just vibes ...
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Market finally waking up to the deal $LB buried in their filings?
Some interesting gems in yesterday's filing from $LB. $LB bought 24,000 acres for $261M at a 9.7x current EBITDA multiple.
By comparison, the 1918 Ranch was bought at 12.5x trailing but 3.3x pro forma for the incremental pore space. Will be interesting to see forward EBITDA potential of the new land.
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$GFL’s special committee when Patrick tells them he wants to take the company private.
Nathan Livingstone (MilkBarTV)
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Friends, see the link below for a brief update on the $GFL sale process.
310value.substack.com/p/the-…
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It's week 10 of the $GFL buyout watch. Updates: NDRs in Europe and Boston. Gransch elevated to COO. @ctfn_news article saying two consortia bid and there's strategic interest for parts. $50 - $55 range still in play, with bids seemingly needing to be at top end. Special Committee seems like the wild card.
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3:10 Value retweeted
On July 29, CTFN reported that at least six private-equity groups had submitted formal views on proposals for $GFL, following reporting on July 6 about management’s disposition.
On September 15, CTFN reported GFL had formed a special committee advised by CIBC, and that management had stepped back from the process.
On Oct 2, CTFN reported on the updated state of play.
#mergers #corpfin #wastemanagement #industrials #infrastructure #privateequity
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3:10 Value retweeted
Tyler Brown published $GFL "Notes From the Road…" with GFL's take-private chatter remaining front-and-center with investors with fundamentals remaining solid with the Secure deal closing and will contribute a full month in Q3 and the rest of '26.
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3:10 Value retweeted
$GFL - GFL Environmental gains on report two PE consortia have made offers - CTFN seekingalpha.com/news/464985…
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Great move by $GFL. Allen is an excellent operator and an overall great person.
investors.gflenv.com/English…
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RT @StephenKong_: Pulp Fiction pero con Muppets.
Ahora necesito la película completa.
Stephen Kong 📺
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MF’r thinks he’s General Patton with that flag in the background.
BREAKING: Secretary Pete Hegseth announces that Elon Musk will co-lead a new War Department effort studying the future of warfare during his State of the Force address.
Hegseth unveils Project Meridian, naming Musk, Palmer Luckey and Newt Gingrich to co-lead the effort under the department's Chief Technology Officer Emil Michael.
"An effort led by America's best minds to study the future of warfare."
Follow the latest developments on this story with the Fox News app: foxnews.onelink.me/xLDS/z2jy…
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1/x It is crazy that the adj. EBITDA metric that determines $TPL management's incentive comp does not exclude the interest TPL is paid on its cash ($18M in '25) and excludes the expense on said incentive comp.
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2/x What is crazier is that when called out on this years ago by shareholders, instead of saying "we missed it while interest rates were zero" and then fixing it, the response was the comp committee factors interest income into the EBITDA targets. So, a committee of a retired general, former consultant, and two energy guys are forecasting interest rates??
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