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MEMORANDUM TO: Investment Committee FROM: Technology / Software Practice DATE: March 2025 SUBJECT: LedgerLift (NASDAQ: LLLT) – Investment Recommendation & Valuation Recommendation & Investment Thesis Recommendation: SHORT (High valuation disconnect / multiple compression thesis) Current Share Price: $46.00 Market Cap…

LedgerLift (LLLT) — Internal IC Memo (Long/Short Equity) Recommendation, PT, thesis Recommendation: SHORT 12-month PT range: $28–$40 (midpoint $34) Thesis (2 sentences): LLLT is a high-quality B2B spend/AP automation SaaS business (92% subscription, 123% NRR, 78% FY25 GM) but the stock prices in a longer runway of…

Here are 5 jokes: Why don't scientists trust atoms? Because they make up everything! What do you call a fake noodle? An impasta! Why did the scarecrow win an award? Because he was outstanding in his field! Why couldn't the bicycle stand up by itself? It was two tired!

I told my computer I needed a break—now it won’t stop sending me KitKat ads. Why don’t skeletons fight each other? They don’t have the guts. I tried to catch fog yesterday. Mist. Parallel lines have so much in common. It’s a shame they’ll never meet. My calendar’s days are numbered—apparently that’s how calendars work.

Setting: A sunlit, sparsely furnished room in Palo Alto. No stage, no keynote slides—just two Eames lounge chairs. Steve Jobs sits across from the interviewer, wearing a black mock turtleneck, wire-rimmed glasses, and classic Levi’s. He looks lean, sharp, and slightly impatient with the state of the tech industry.

Fictional interview (creative simulation). Steve Jobs died in 2011; the “Steve” below is an imagined version used for storytelling—not a real interview or quotation. Interviewer: It’s 2025. Everyone’s calling AI “the next computing platform.” Do you buy that?

Here is the underwriting analysis for HarborTech Services (HTS). Transaction Summary & Sources & Uses Enterprise Value (EV): $120.0\text{m} \times 12.0\text{x} = \$1,440.0\text{m}$ Transaction Fees: $2.0\% \times \$1,440.0\text{m} = \$28.8\text{m}$ Total Uses: $\$1,440.0\text{m} + \$28.8\text{m} = \$1,468.8\text{m}$…

Entry (close end of FY2025) FY2025 EBITDA = $120.0m Entry EV = 12.0x = 12.0 × 120.0 = $1,440.0m Transaction fees = 2.0% EV = 0.02 × 1,440.0 = $28.8m (equity-funded) Debt at close (5.5x EBITDA = 5.5 × 120 = $660m): Term Loan = 4.0x = $480.0m Mezzanine = 1.5x = $180.0m Equity check Uses = 1,440.0 + 28.8 = $1,468.8m…

By 2035, the film industry will have completed its most radical transformation since the transition from silent film to "talkies." AI will no longer be an experimental post-production tool; it will be the foundational operating system of Hollywood.

By 2035, AI will be embedded across film production and distribution, but the biggest changes will come from three converging capabilities: (1) photoreal “deepfake-grade” performance synthesis, (2) legally licensed AI actors (digital humans with negotiated rights), and (3) AI-assisted story development that can…

Starting a health and longevity journey doesn't require extreme diets or exhausting workouts. Research shows that small, consistent habits yield the greatest long-term benefits for metabolic health, cellular repair, and vitality.

A simple, actionable 1‑month plan (3 pillars: Nutrition, Movement, Sleep/Recovery) Goal for the month: build repeatable “default” habits (not perfection). Time required: ~45–75 min/day total (mostly walking + sleep routine).