A schmuck trying to get better.
Joined November 2018
- Tweets5.7K
- Following203
- Followers7.2K
- Likes4.4K
I am getting tired podcasts out there. Listening fatigue is real.
The great episodes are still great. That overall production quality is higher. The guest list is varied and still interested (thought I see deterioration in some). But if feels like the same thing over and over.
Is anyone a commercial banker working for JPM based in the southeast? I'm trying to open an account and it is taking an infuriatingly long time.
Had such high expectations for the Dan Loeb ILTB episode given all the public adulation.
Reality: Meh.
You deserve what you vote for. Crazy how NYC has suddenly become more radical than CA.
Even more crazy how America's 2 wealth centers are that most radical political environments. I do not understand how we got here.
SpaceX targeting retail at absurd valuation. OpenAI rushing to IPO. Famous, respected investors saying this time is different. No track record investors getting billions to invest in the hot new thing.
These are things you see at the top folks.
I sold all my shares in $IAC. By far my most painful investment that extended well beyond the financial loss. I was so very wrong.
I learned a ton of lessons from it.
4) With so much going on, why should we think this is your primary focus
5) Established holco's like BRK, IAC, Prosus, Exor, trade at a material discount to NAV. Your vehicle also did. This will too. That feels like an unneccesary distraction.
Yes, I'm late to the game, but Landman is so stinking good.
I actually think all the skin is distracting from just how good the show is. So far, better than Yellowstone.
Unsubscribed from about 10 substacks so far this week. All are paywalled, but they were mildly interesting from a free perspective. Now they are all garbage, promotional, and leave me with little desire to even open.
Currently have both Claude and ChatGPT working on data cleaning. It is taking forever and none have gotten it right yet. Still have a very long way to go.
Didn't take long for new $BRK CEO Greg Abel to completely reverse 60 years of history and start pumping the stock with immaterial purchases ($15m for a billionaire) and buybacks.
Still long, but jeez.
Like why wasn't this disclosed in the letter? Or the upcoming meeting?
I absolutely love the thesis point that John Malone bought $10m of GCI Liberty stock.
John Malone **checks notes** is worth $9B.
Having followed Hurricane Helene and now Fern, I cannot believe how many meteorologists get it so wrong.
I have to think AI can do an exponentially better job. It is just data analysis and there is a massive amount of historical data to train it on.
Somehow I have found my way onto financial advisor Twitter. The advice is shockingly bad and the good advice barely moves the needle (i.e. fee justification).
Securing wealth is pretty easy. Live below your means & invest as much of the delta as possible in appreciating assets.