CONCEPT = VR/AR racing F1 or NASCAR


“When you write NASDAQ vs. NASCAR, you know that it has more power with the common man than F1”- J20.01.28.0720P

Ferrari F1 by JDM at Beverly Hills During January 2020

Source of Photos: JDM Beverly Hills

CONCEPT

UPDATE F1 01/28/2020: Before his death, Niki Lauda was the non-executive chairman of Mercedes-AMG Petronas. Following Lauda’s demise, questions were raised regarding Lauda’s stake in the team- which stood at 10%. However, Team Principal Toto Wolff said the issue would be resolved after the summer break.  Source:  https://www.essentiallysports.com/f1-news-niki-laudas-family-to-return-his-10-stake-in-mercedes-f1-back-to-the-team/

Research on NASCAR (FORBES):  The top nine Nascar teams are worth $141 million, down 3% from last year as sponsorships at high prices continue to be a tough sell. There is optimism in the garages though after a multiyear slide that saw fans and sponsors abandon the sport. TV ratings for the season increased 10%, attendance at the tracks.  Source: https://www.forbes.com/pictures/mli45hfeg/the-most-valuable-nascar-teams/#4c16cabf43ae

Research on top F1 for branding: (FORBES 2016) That benchmark was set in January 2017, when billionaire John Malone’s Liberty Media finally stepped in to buy the series for $8 billion. F1 has since seemed to find some solid ground. Last year, the series generated $1.83 billion in revenue, a 2.5% year-over-year increase. F1’s tracking stock, FWONK, has a $10 billion market cap and is trading around an all-time high (the share price is up 48% since Liberty’s purchase). American television audiences are growing—up 22% this season—as is global race attendance. Source: https://www.forbes.com/sites/chrissmith/2019/11/26/formula-one-team-values-ferrari-mercedes/#44f036f01ddb

OTHER RESEARCH:

https://www.essentiallysports.com/sebastian-vettel-has-some-interesting-suggestions-to-improve-the-current-show-in-f1/

Continue reading “CONCEPT = VR/AR racing F1 or NASCAR”

CONCEPT Brioni Traveling Rule


This is a concept blog posting based on writing an article for a magazine or online media.

CONCEPT:  It was my tumb rule that a Trader Joes need to be near my travel location in the days when I would travel to any location.  Now I think the Brioni rule should apply when trying to find a hotel within a 1 or 3 or 7 or ??? mile radius.  All you have to say is Brioni is in the Wynn = zero miles.  More developing!  As of 2015, Brioni had 46 directly-operated retail stores.

Visiting soon: Store at 459 North Rodeo DriveCA 90210 and Wynn, Suite 1, 3131 Las Vegas Boulevard South (explore the 1 or 3 or 7-mile rule)

brioni Wynn Las Vegas

Photo Source from Wynn, Brioni, and Wiki.

Research from Wiki:  https://en.wikipedia.org/wiki/Brioni_(brand)

Brioni was established in Rome in 1945 as a men’s tailoring company by founders Nazareno Fonticoli, a tailor, and Gaetano Savini, an entrepreneur.[6] They opened their first shop on Via Barberini 79, naming the brand after the formerly Italian Brionian Islands (now part of Croatia); the shop is still at the same address. Brioni quickly started to raise interest from high-profile movie business personalities, heads of state and business leaders.

In 1952, Brioni staged the first men’s fashion show in history, inside the Sala Bianca at Palazzo Pitti in Florence. The clothes introduced new silhouettes, bold colors and innovative fabrics, marking an important chapter for the company. A couple of years later, Brioni invented the trunk show, during which the collections were presented directly in stores, allowing customers to personalize the garments with the Su Misura service (made-to-measure).[7]

BETA: The Capitalization Report v20.01.24.0733P


Banner Puzzel

The Capitalization Report by JDM

JDM will be speaking, attending, or hanging at the bar (or spa) at the following cities:

  1. ACG Sky trip (Sunday to Tuesday)
  2. Capital Conference LA (Wed 30)
  3. Mastermind in Mexico (Thur until ?)
  4. NYC (Feb 3-4)

I will be in Atlanta, Austin, LA (Beverly Hills),  Dallas (Highland Park), Key West (most of Feb),  and other fun places most of February 2020!

20/20 Clear Vision in 2020,

JDM you Host for The Capitalization Report

DEALS JDM (RHC) LOVES

  1. Global payments technology company Mastercard (NYSE: MA) is to acquire RiskRecon, a Salt Lake City, Utah-based provider of artificial intelligence and data analytics solutions to support companies in protecting their cyber systems and infrastructure (RHC loves FinTech),
  2. Docket, an Indianapolis-based software-as-a-service (SaaS) platform for managing intelligent meetings, raised $1.5M in seed funding (RHC invest in the AI/SaaS).
  3. Denali Water Solutions, a Russellville, Ark.-based organic residuals management company, has agreed to be acquired by TPG Growth from The Firmament Group. Financial terms weren’t disclosed (RHC knows TPG).
  4. AvidXchange, a Charlotte, N.C.-based provider of accounts payable and payment automation solutions for the middle market, raised $260 million in funding. TPG Sixth Street Partners led the round. (RHC knows TPG and love FinTech).
  5. Snyk, a London-based security company, raised $150 million in funding at a valuation of more than $1 billion. Stripes led the round and they were joined by investors including Accel, Coatue, Tiger Global, BoldStart, GV, Canaan, Trend Forward, Amity and Salesforce Ventures. (RHC knows Tiger Global and Salesforce Ventures).
  6. Life House, a New York-based tech-enabled lifestyle hotel company, raised $30 million in Series B funding. Thayer Ventures led the round and was joined by investors including Tiger Global, JLL Spark, and Sound Ventures. (RHC know Tiger Global and invest in hotel companies).
  7. Intezer, a New York-based cybersecurity company, raised $15 million in Series B funding. OpenView led the round and was joined by investors including Intel Capital, Magma, Samsung NEXT, a USAA affiliate, and Alon Cohen. (TM know cybersecurity),

DEALS TCR LOVES

  1. Practis, a Charlotte, NC-based digital marketing and SaaS software solutions company catering to independent healthcare providers, received a private equity investment of undisclosed amount Genea, an Irvine, CA-based SaaS (software as a service) company, acquired Sequr, Inc., a cloud-based physical access control company (RHC loves SaaS),
  2. Punch List, a San Francisco-based mobile app that helps independent contractors and homeowners complete home remodel, raised $4 million in funding. Investors include Bling Capital, Bedrock Capital, Ludlow Ventures, Mayfield Capital, and Jack Dorsey, Steve Chen, and Eric Wu.  (JDM love the name and idea),
  3. Front, a San Francisco-based developer of a collaborative work email platform, raised $59 million in Series C funding. Atlassian co-CEO and co-founder Mike Cannon-BrookesAtlassian President Jay Simons; Okta COO and co-founder Frederic Kerrest; Qualtrics co-founders Ryan and Jared Smith; and Zoom CEO Eric Yuan co-led the round and were joined by investors including Sequoia Capital, Initialized Capital, and Anthos Capital. (JDM loves co-CEO / co-founder),
  4. Kneron, a San Diego-based on-device edge artificial intelligence, raised $40 million in funding. Horizons Ventures led the round. (JDM loves San Diego),
  5.  Memphis Meats, a San Francisco-based company that grows meat from animal cells, raised $161 million in Series B funding. SoftBank Group, Norwest and Temasek co-led the round and were joined by investors including Richard Branson, Bill Gates, Threshold Ventures, Cargill, Tyson Foods, Finistere, Future Ventures, Kimbal Musk, Fifty Years, CPT Capital, KBW Ventures and Vulcan Capital (JDM knows (1 to 3 degrees) Vulcan Capital, Softbank Group, Richard Branson, Bill Gates (all 1 to 3 degrees),
  6. Tink, a Sweden-based open banking platform, raised €90 million ($99.8 million) in funding. Dawn Capital, HMI Capital, and Insight Partners co-led the round and were joined by investors including Heartcore Capital, ABN AMRO Ventures and BNP Paribas’ venture arm, Opera Tech Ventures.
  7. Sayari Labsa Washington D.C.-based data intelligence company, raised $9 million in Series B funding. Arsenal Growth led the round and was joined by investors including Lavrock Ventures and SAPs National Security Services (NS2) Ventures.
  8. Docket, an Indianapolis-based software-as-a-service (SaaS) platform for managing intelligent meetings, raised $1.5M in seed funding
  9. Palo Alto, California-based VMware, Inc. (NYSE: VMW), an enterprise software company, completed the acquisition of Pivotal Software, Inc., a cloud-native platform provider
  10. HyperPay, a Riyadh, Saudi Arabia-based payment processing company, closed an 8-digit funding round
  11. AInnovation, a Beijing, China-based AI solutions provider, closed a Series B financing round of nearly 400m yuan (approx. US$60m)
  12. Ruangguru, a Jakarta, Indonesia-based online education platform, raised $150m in Series C funding
  13. Bill.com (NYSE: BILL), a Palo Alto, CA-based provider of cloud-based software that automates back-office financial operations, debuted on the public market today ringing the opening bell on the New York Stock Exchange
  14. Morphio, a Toronto, Canada-based AI platform for digital marketers, closed a $1M seed funding round

RHC-01

 

The Capitalization Report – TCR BOTTOMLINE v20.01.13.700


McKinsey_Wheres the Money SHARE-01

BOTTOMLINE: The US has been winning for the last 10 years (Under any President)

  • US mark share increase is 10% vs. China is 6%
  • US top banks consolidated the industry (no Lehman Brothers or Bear Sterns)
  • UK down from 15% to 6% (Hong Kong Factor)

TEA LEAVES: What do you see in the data or look at the report by McKinsey.

NOTES FROM EDITOR:  Know your data – J20.01.13.0700

Source: https://www.mckinsey.com/~/media/mckinsey/industries/financial%20services/banking%20blog/where%20is%20the%20money%20infographic/mckinsey_wheres%20the%20money%20v4_mck.ashx

BETA: The Capitalization Report v20.01.12


EDITORS NOTES

  • KEYWORDS: Accenture, Broadcom, Omega Funds, The Goodyear Tire & Rubber Company, The Vistria Group, Tusk Ventures,  Rev1 Ventures,  EV Growth, ATU Partners, Omega Funds, Results, Key, Keys
  • RHC’s MIT tribe (mafia, group, syndication, etc.) is raising a fund of funds
  • Look forward to seeing where Goodyear new VC fund RUBBER hit the road as RESULTS are KEY (a kinda funny play on our keywords)

NEW FUNDS

  • The Goodyear Tire & Rubber Company (NASDAQ: GT), one of the world’s largest tire companies, launched a new $100 million venture capital fund.
  • The Vistria Group, a Chicago, IL-based private investment firm focused on the middle market, closed Vistria Fund III, L.P., at $1.11 billion
  • Tusk Ventures, a NYC- and Chicago, IL-based venture capital firm, closed its second fund, at $70m
  • Rev1 Ventures, a Columbus, OH-based venture capital firm, launched a $15m life sciences fund
  • EV Growth, a Singapore-based venture capital firm, closed its first fund, at US$250M
  • ATU Partners, a Seoul, South Korea-based private equity firm, has launched its first USD 17M esports growth fund
  • Omega Funds, a Boston, MA-based investment firm focused on backing companies delivering impactful medicines to patients, closed Omega Fund VI, L.P., with $438 million in capital commitments

NOTE: Contact “V” for more information about 2020 Funds and Fund of Funds at jd@investornetworkbyjd.com and cc: v.investornetwork@gmail.com for referrals to a paid consultant that know funds and fund of funds

COOL NEWS & DEALS

  • RHC Brotherhood has foud a hedge fund that announced 50% plus returns for 2019 and 150% plus returns for 18 months.
  • Accenture (NYSE: ACN) is to acquire Symantec’s Cyber Security Services business from Broadcom, Inc #broadcom
  • Genea, an Irvine, CA-based SaaS (software as a service) company, acquired Sequr, Inc., a cloud-based physical access control company
  • Docket, an Indianapolis-based software-as-a-service (SaaS) platform for managing intelligent meetings, raised $1.5M in seed funding
  • Practis, a Charlotte, NC-based digital marketing and SaaS software solutions company catering to independent healthcare providers, received a private equity investment of an undisclosed amount
  • GrowthPlug, a Portland, Ore.-based healthcare practice growth and optimization software-as-a-service (SaaS) company, secured $1m in funding
  • HyperPay, a Riyadh, Saudi Arabia-based payment processing company, closed an 8-digit funding round

BOTTOMLINE

This is a beta and we look forward to feedback.  More importantly, how do we “Say Provocative statements that intelligent people argue about fast without dotting your I’s and crossing your T’s. As life is all about fun and results!”

YOUR HELP NETWORKING

We are always looking for help networking with MIT, Berkely, Standford, Havard, GWU, and other alumni that would make good friends or becoming part of our tribe, gang, group, network, etc. – M & M & M

RHC MIT Alumni SPV

 

 

Meet me in Toronto and let me teach you the Billionaires Two-Step


Meet me in Toronto to learn the millionaire or billionaire two-step (thinking moving to Dallas or Florida or Canada for citizenship as it is a much better dancing here).

I will be in Toronto trying to be a white knight and talk to accredited investors, a billionaire family office, and others about Fund of Funds, Venture Capital Funds, and how to play with other billionaires!

Brain Dump for my draft for a Forbes article.

Meeting my good friend from a billionaire family Sunday and Monday to talk about the Billionaire two-step.  I hope to watch “Wall Street” with Micheal Douglas with him to understand how to dance with other billionaire families.  Let us face it, you have to be a baller to be a billionaire.  If you can not stand the dance, sit the game out when other billionaires want to dance on your head.  What can you do if you do not know about take-overs, leveraged buyouts, etc.

LITTLE 101 WATCHING COOL MOVIES

Here are my picks to get your 101 training for your family office battles and/or billionaire battle.  Watch some movies such as:

  1. Wall Street
  2. Barbarians at the Gate
  3. Pretty Woman
  4. Others TBA (input welcome)

WHITE KNIGHT

Find a friend that can help save the day that knows high finance and can help you with a public or private company.  More to come…..

THE ENEMY OF MY ENEMY IS MY FRIEND

Let us face it, the saying “the enemy of my enemy is my friend” could be your solutions.  However, you might find that new friend your enemy very shortly.  More to come…

MORE TO COME…………

BOTTOMLINE: Just Dance

gray scale photo of children dancing on street
Photo by Suzy Hazelwood on Pexels.com

 

Meet me in Florida (Beach or largest family office conference)


I will be attending and speaking at the #1 Largest Family Office Conference this year in December in warm (keywords) Florida!  Ask me how you can attend or be my guest via events@redhookcapital.co anytime!

I want to meet with people investing in Fund of Funds (we have a new fund), Venture Capital Funds (we are investing in a few), Growth Capital Deals (we are co-investing in a few), and $3 million USD EBITDA deals (LBO/MBO).

Ask me about some amazing friends that are doing angel, seed round, elbow capital, growth capital, consolidation capital, and more!!!!  Our friends and family did 10 plus deals this year!

investor-network