https://www.ft.com/content/3dad95df-0760-4c15-b9a2-c98b6ea1d1df
My take is the demand for office will never be the same so you gotta find the right situation with the right assets at the right price... which seems difficult and risky and probably not worth it in terms of returns - maybe it's better to look for one foot hurdles like Old Man Buffett said
But then again I've worked from home since spring 2020 so I'm clearly biased haha
Boy I hope these guys take it easy with some of the AI stuff
AI assistant in stuff like Adobe PDF is annoying, almost as bad as that Microsoft Paperclip thing from years ago
You right man, I'm not a value investor, I make bets and I take ideas from everywhere, as long as they're positive EV
I'm a tobacco guy tho, not a crypto guru, haha
Well bro in NC, you don't have homeless junkies defecating into the concrete planters on the sidewalks of Wilshire Blvd either
https://www.aqr.com/Insights/Perspectives/2035-An-Allocator-Looks-Back-Over-the-Last-10-Years this was good haha
Holy moly egg prices are $9 per dozen for cheapest Kroger brand in Los Angeles
It feels like there's a good chance 2025 will be full of action and volatility