#PSbyJD = Black Friday is the day that makes me happy and also mad as hell (or off with your horn you mule)


Unicorn to Mule

My motto is “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!”

Editor Note: This is an example of possible future blog postings (this is an experiment)

Trying an example of Mad as Hell to provoke response or debate!

Wow, Black Friday produced some amazing deals and I was all in getting purple (vs. just Black) YETI cup, Dyson HEPA technology, boss glasses, and Apple iPad Pro!

My provocative statement/quote:  “Dyson is a baller/model for Unicorns in 2020, but Bose, Apple, and few others are more like Mules vs. role models for future Unicorns!” – JD Morris 12-15-19 (19.12.15)

 

I AM MAD AS HELL!

APPLE: Love my watch (better than Dick Tracy’s watch) and love Apple.  However, epic fails on not having a folding phone or trying something out of the box.  You have more than $200 Billion (BILLION) in cash and can not keep pace with others.  I want a Razor or Samsung Fold for Christmas Santa (please).  Dear Apple, You have lost your role as an example for CEOs and dreamers of Unicorns.

BOSE: Love my boss’s glasses and adding my own lenses as I am kinda blind and can not hear well.  However, What is your AR plan?  You are at risk going from “Hero to Zero” in the next few months or year due to AR technology in glasses.

YETI:  I am a loyal YETI fan but please re-design or pull the YETI Hopper as I can not live with lubing the zipper.  FYI: https://www.wired.com/2016/11/review-yeti-hopper-flip-12/

Dyson: You guys are amazing!  So sorry to hear about pulling the electric car, but you guys keep going.   You guys are ballers! Source: https://news.yahoo.com/dyson-scraps-electric-car-155235422.html

America get Mad as your hero companies are failing!

Well, I’m not gonna leave you alone. I want you to get MAD”  – Network / Howard Beale

Keywords: Apple, Bose, Dyson, JD, J.D., JD Morris, Provocative Statement by  JD, YETI

SOCIAL MEDIA: #psbyjd #provacativestatement #jdmorris #jd

 

EBITDA Pipeline – Surveying EBITDA Business Owners


Investor Network by JD (A raw blog with facts and no time to cross Ts!)

WHAT IS HOT

We are conducting a survey with business owners of EBITDA companies. Our goal is to produce a Webinar series and other educational resources to address their major concerns. From growth to exit as well as their personal life.  Contact JD via text at +1 858-869-9483 or JD@RedHookCapital.co anytime.

COOL IMAGES

Always cool to see exit image even if it is based on VC back exits!

exit

NETWORKING THIS WEEK

We are focusing on almost all EBITDA companies because we provide referrals to other investors.  Today we cove some of our focused areas in specialty manufacturing and industrial technology:

  • Test & measurement
  • Flow & process control
  • Instrumentation & sensors
  • Connectivity
  • Filtration (liquids)
  • Other high value-added niche manufacturing segments Consumer Products and Services

Again, the key is a company that needs growth capital or possible consolidation play based on few high margin products for the cornerstone of the consolidation company.  I call it the cake and frosting play (i.e. high margins = frosting).

Referrals are always welcome for growth capital, consolidation, or strategy session for few hours or few days!  Text JD Morris at +1 858-869-9483

DEAL PIPELINE

Here is a list of deals based on sales, closings, IPOs, and more!  Please always check with the website of the company or investor as this information is from the Associated Press, Bloomberg, CB Insights, Forbes, Reuters, Wall Street Journal, or other 3rd party sources.  These deals are picked because one of our advisors is an expert in the space.  Here is the Pipeline:

AC Immune SA, a Swiss biopharma company focused on developing treatments for neurodegenerative diseases associated with protein misfolding, raised $66 million in its IPO. The company priced 6 million shares at $11 per share (low end of $11-$13 range), for an initial market cap of around $609 million. It will trade on the Nasdaq under ticker symbol ACIU, while Credit Suisse, Jefferies and Leerink Partners served as underwriters. Shareholders include Dievini Hopp BioTech (37.7% pre-IPO stake). www.acimmune.com

Accruent, an Austin, Texas-based provider of real estate, facilities and asset management software, has acquired Verisae Inc., a Minneapolis-based provider of IoT cloud software that that connect facilities and assets to maintenance and service networks. No financial terms were disclosed. Accruent is a portfolio company of Genstar Capital, while Verisae had been backed by Marlin Equity Partners.www.accruent.com

Advent International is the leading bidder for Morpho, the biometric security unit of Safran SA (Paris: SAF), with an offer of around $2.7 billion, according to Bloomberg. Rival bidders include Gemalto NV and unidentified buyout firms (we are not acquiring them).

Apple (Nasdaq: AAPL) has acquired India-based machining learning startup Tuplejump for an undisclosed amount.  More via TechCrunch!

Hill-Rom (NYSE: HRC) has acquired Tridien Medical, a Coral Springs, Fla.-based maker of patient positioning and other medical devices, from Compass Diversified Holdings for an undisclosed amount. www.tridien.com

LET US TALK

I would enjoy speaking with anyone about commercial or residential plays!  We are making a commercial map, but for residential the below works!

Accruent, provider of real estate, facilities and asset management software, has acquired Verisae Inc. continues to show that real estate is a hot space.  Residential is booming with Unicorns.  Commercial is ripe!

Contact JD Morris via text at +1 858-869-9483 to talk strategy, growth capital, or exit anytime!

REAL ESTATE cbiNSIGHT

Happy Networking and Investing,

JD Morris

JD Morris

https://www.linkedin.com/in/jdmorris

Investor Network by JD

BEST BUY SATURDAY = Waze, iPads, and Skylander


Time for Investor Network by JD Morris review of new tech companies after a visit to Best Buy!   NOTE: Red Hook Capital has not invested or plans to invest directly in any of the below companies.

NEED A PC?:  Red Hook Capital last week went 100% iPads with few Laptop PCs in the house (writing blog on laptop). Still thinking about the Lenova yago 13 vs. HP Envy Spectre XT! iPads are great, but Lenova yago 13 is a real winner!  Will we see a new tech company make killer PC, Tablet, or does Apple have the game still in the bag (i.e. iPhone are not the best selling phone anymore thanks to the S3). Read more: http://laptops.techcrunch.com/compare/958-965/Envy-Spectre-XT-vs-IdeaPad-Yoga-13

GPS: Sorry, Garmin and others as it Waze for Red Hook Capital.  After testing all my GPS options, it Waze on the iPad, iPhone, and Android for us!  Thank you BlueRun Ventures ( BRV ) for bring this great company to the US ( www.Waze.com ). Red Hook Capital hope to get into future rounds of investing. Read more: http://reviews.cnet.com/8301-13746_7-57481606-48/waze-social-navigation-stays-in-the-game/

Blue Run Venture Investments

KIDS CORNER:  Skylander is better than garlic to keeping the kids away if you work on Saturday (joking).  Marketing strategy as strong as Disney and McDonalds.  Junior members of The Morris Team ( www.TheMorrisTeam.com ) are reseach this every day (i.e. the kids)!  I need to learn more about the developer and as it looks like it going to be better than Mafi Wars, Star Wars Clone Wars, and Hannah Montana (all great marketing until somebody made a BIG mistake).  Google or visit their website at: http://www.activision.com

Look soon for all the deals that closed this month!

Happy Investing & Networking,

JD Morris

JD Morris

JD.Morris@KW.com

www.TheMorrisTeam.com

Investor Network by JD