Dan Gahagan retweeted
From @WSJFreeEx via @WSJOpinion: Fall is here, football is back, and America’s boys need to play it and be shaped by it, writes @BenSasse
on.wsj.com/467L2iZ
Dan Gahagan retweeted
When did kids stop saying Trick or Treat??
PSA to all the parents out there: Teach your kids to say Trick or Treat 🎃
@notthefakeSVP | @StanfordSteve82
Dan Gahagan retweeted
Billionaire Howard Marks: "1st-level thinkers look for simple formulas & easy answers. 2nd-level thinkers know success in investing is..." Read more: feed.bulletpoint.network/pos…
Dan Gahagan retweeted
Can I apply value investing discipline to growth businesses? NYU finance professor Aswath Damodaran says yes, if I embrace tools for assessing uncertainty. Read more: feed.bulletpoint.network/pos…
This rocks. Thanks, @JoeSquawk
.@JoeSquawk debates @SenWarren about price-gouging/price control proposals:
Elizabeth Warren on Squawk Box
There's a new version of this post
Replying to @d_allentuck
The Orioles handling of delays this year has not been great — and the zero updates given during these delays is pretty disrespectful to people spending their money to come cheer on the team
👏 👏 👏
Good morning, it’s 2am @Columbia , @CityCollegeNY we are finished for the night. To all of the NYPD tonight, simply put, great job! Strength and Honor to all of you….@NYCPBA @sbanypd @lbanypd @CeaNypd @OsseChi @NYPDPC @NYPDDaughtry @NYPDnews @NYPD1stDep
Would you like a side of fries with that?
Reporter grills Columbia student after she demands the university help feed protestors occupying Hamilton Hall:
"It seems like you're saying, 'we want to be revolutionaries, we want to take over this building, now would you please bring us some food'."
Readers added context they thought people might want to know
Her claims are misleading:
(1) Per Columbia, campus dining is open (John Jay Dining Hall, Fac Shack, JJ's Place)
dining.columbia.edu/news/service-c…
(2) Humanitarian aid is for saving lives in the most dire situations (violent conflict, natural disasters). The students can leave if they want.
worldvision.ca/stories/disast…
humanitariancoalition.ca/from-humanitar…
$HIMS vs SPX performance since this post. I'll need to find time to reassess what's priced in now that the stock is trading >$13 today
Replying to @dpgahagan
5/ When I assign my subjective odds to combinations of peak outcomes in those markets, the mean MOIC across my scenarios improves to 2.5x. At this level, with lower odds of losing money against higher odds of >2x return over 5 years (without great odds of >5x or >10x), I'm a BUY
Don’t share this with the CRE boys
🔸 Remote Workers Engage in Deeper Work With Fewer Interruptions, Says Hubstaff Data
Annually, remote work protects an estimated 62 hours' worth of work that in-office teams lose due to daily interruptions
According to the study, remote teams allocate 59.48% of their week to "focus time," — 30 or more minutes of productive time tracked with little distraction — contrasting to the 48.5% recorded for in-office teams. Daily focus time for remote workers averages 273 minutes (4.55 hours), while in-office colleagues manage only 223 minutes (3.72 hours).
hubstaff.com/blog/remote-wor…
Love this
Rudy Giuliani ordered to pay over $148 million to Georgia election workers for defamation cnbc.com/2023/12/15/rudy-giu…
Assistant to the Regional Manager
NEWS: fmr Speaker McCARTHY is floating a plan that would reinstall him as speaker and make conservative Trump ally, Rep. JORDAN, assistant speaker, three sources familiar with the pitch tell me + @scottwongDC. More about the longshot idea >> nbcnews.com/politics/congres…
Sell the team @JohnPAngelos
John Angelos, who has yet to even agree to a long-term deal with the Maryland Stadium Authority, told The New York Times the only way for the Orioles to sign their young stars to contract extensions would be to “dramatically” raise prices at Camden Yards: baltimoresun.com/sports/orio…
1/ $HIMS beat expectations and raised guidance AGAIN 🔥 and shared it's expanding into new markets, such as cardiovascular and weight management.
Why is the stock down ~10% since Q2 earnings a little over a week ago? 😢
Here's what I think is priced in at $7.20 🧵
5/ When I assign my subjective odds to combinations of peak outcomes in those markets, the mean MOIC across my scenarios improves to 2.5x. At this level, with lower odds of losing money against higher odds of >2x return over 5 years (without great odds of >5x or >10x), I'm a BUY
/6 What to play around with this software and test your $HIMS conviction? Click this link to change key driver assumptions + odds, attach research, and recalculate the model to see YOUR odds for future returns. feed.bulletpoint.network/til…























