Josh Pollock
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josh-p.bsky.social
Josh Pollock
@josh-p.bsky.social
co-founder @ ocotillo capital partners
i don't get why someone who takes that position won't just admit that's functionally what they think, it's fine to think it just own it
March 24, 2025 at 1:12 AM
can't get approved by a fire chief today
March 21, 2025 at 7:10 PM
you think they will
launch the grok IPO on trumpcoin?
March 20, 2025 at 2:52 AM
time for the mediterranean hospitality fund
March 19, 2025 at 7:09 PM
it's not exactly a new thing, development requires navigating a shifting landscape, but what feels different is how comfortable ppl at these places are disregarding prior commitments
March 19, 2025 at 6:13 PM
was hoping you'd say Cruyff, generational talent who is an acknowledged great but somehow gets left out of conversations at times, has fundamental moves that are given as instructions to children
March 17, 2025 at 9:23 PM
left hand of darkness
March 17, 2025 at 9:17 PM
i'm sure you are just like surrounded by awfulness in LA, right? right?
March 15, 2025 at 3:07 AM
i would characterize it as as resigned pragmatism, everyone hopes things settle sooner than later, those who can make calls are, those who have to wait are frustrated, lots of "this is life on a border" sentiment
March 12, 2025 at 2:48 AM
oh i'm sure they have some ability to push a sale, not sure what exactly, think it's geared toward merchant development
March 12, 2025 at 2:45 AM
message from everyone we talk to is basically it's all the uncertainty (duh) about what actual policy is going to be that is keeping firms from making calls

but even with tariffs, firms are still expanding capacity in northern mexico and southern texas for a host of factors
March 12, 2025 at 2:28 AM
supposedly open after 18 months, the rates come down a good bit from the last time someone brought it up to me, i think we'd consider it with no outside partners on the right deal
March 12, 2025 at 2:19 AM
that's so good
July 6, 2023 at 12:44 AM
not irr driven*

*unless i can just print with a quick transaction
July 5, 2023 at 9:37 PM