LC

Happy Canada day! Happy 4th!

Agree with both of you. I believe he's self-diagnosed with aspergers and that may contribute to both observations.

Thanks for the info - that's what I've done since I was a kid. I enter from a public access point and stay within the stream. I know some states say only the water is public, the riverbed itself is property of the landowner. But I only recall once ever having an owner take issue with that. The only time I ever really leave the stream is if it's too dangerous to continue thru, usually then i'll just move downstream via the bank. I used to fish the esopus in the catskills and for decades this guy Ray owned a little cabin area on the creek that he rented out to people. He was a great dude, always shared a beer and smoke and whatnot. Well he died, his crappy kid took over and was just an asshole to everyone, lost all his customers and I think eventually sold the place. Still great fishing, though.

Sounds like he’d be better off looking on Hinge.

I've sometimes worked a stream down into private property - usually missed a posted note. But I always keep an extra cold beer to share in case the owner comes down. Never failed yet - and I usually get some good fishing tips out of it. Great story about Montana. I'll definitely keep that in mind, haha! I can certainly imagine some property owners being unreasonable. Speaking of Tom Brokow, I was a high school kid going to my buddy's place to study and sure enough who walks into the building but Tom Brokow himself. I asked my friend about it and apparently he owned the duplex above them. Frankly I'd rather own property in Montana than in the UES but I guess if you can have both, why not?

My buddy had the ole 7.3 powerstroke diesel. 01 model I believe. That thing was a beast. Someone stole it right out of his front driveway. He had it chipped and boy did it scoot. Got it replaced with the 6.7 f350 which he loves but I haven’t ridden it yet. I was looking at the 6.7 off his recommendation, I prefer ford but cant shake a fist at the Cummins engine. So that’s my backup. Probably going to give the 6.7 another year or two to see how it shakes out before I make my choice. I’ve been doing a lot of backcountry hiking and fishing. Just spent a week out by crested butte/Taylor lake. Incredible. Tiny little streams I’m just yanking out rainbows and cutthroats with my 3wt. It’s amazing. Montana I haven’t done but I hope to get up there and do some riding and fishing.

Which year F250/350s are those? I was thinking about picking one up to carry a slide in. Having a great summer here - hiking and fishing with the lady friend, essentially all through western colorado and southern wyoming. Saw our first moose a few days ago and a crazy rodeo out in encampment, wy (which I think is owned by John Malone).

Yeah I too am wary of a fall off in corporate earnings. Companies with one of a kind assets and resilient earnings are at a premium in my book.

The tier two “post covid remote work” cities have been a gold mine. The few properties in denver I have held up incredibly well, as Greg says the fundamental demand is still there. I’m looking at 1-2 year cash on cash returns of 150+% which I’m in the process of cashing out. These are first time buyers or people trading up. Meanwhile the second homes in the mountains and ranches are coming down in price.

Visa MC for a couple of bps offer fraud services, warranty services, the ability to pay a month or so after purchase, enable lenders to offer centralized financing services (12/24 mo zero-APR loans etc)…this seems like a good deal to me.

Can you afford to take a month off? Do both: look for a new job, and talk to HR (at the last possible moment)

They're building. Developers out here were way over budget due to material costs over the past few months, but now those material costs are coming back down. Either that or you see a re-migration. Buying land out here pretty much requires a blood oath to sacrifice your first born and half your liver. The same thing I can get back in upstate ny or new england for 25% of the price. My old man is looking to finally settle down in upstate NY, CT, MA area and the stuff he can buy for 5-800k is glorious compares to the stuff surrounding the popular western cities.

"I got pregnant in a Geico insured car, now Geico you've got 18 years of support to pay..."

293 for me

Yes and yes. Cmon is this poll for real? Look at tax law for a zillion examples.

Yep - I agree. Picked up some shares recently. They are a safe harbor in what may be choppy waters, and I agree with you that Warren's recent moves have been attractive.

I'm not too familiar with healthcare but it's so full of tailwinds it's hard to ignore. Are you looking at information/data or actual monitoring devices? (Or both?) On the info side, every doctor I speak to bemoans companies still using things like fax machines to transfer patient information. There is little/no standardization. So how do you improve here while staying on the right side of HIPAA? And on the device side I know even less. Can you recommend any places/companies to get started?

Even drinks in the hood are getting hit with inflation https://www.google.com/amp/s/nypost.com/2022/05/23/illegal-nutcracker-drinks-skyrocket-to-15-around-nyc/amp/

Trading around helps. I do so by selling calls into bear rallies. I’ve recovered a lot of cost basis this way. Selling puts I find can be dangerous but where there is real carnage I will sell stinker puts. Got paid $10/contract to buy Adobe in the 200s a while back. That kind of stuff takes the sting out of the market contractions.

If the crux of the supply-side inflation argument is that government doesn't want to make changes to increase supply (more immigrants, more o&g drilling, more building, etc.), I have faith congress will do what it always does when their ass is on the line: turn a blind eye, cause a distraction somewhere else, and when nobody is looking, pass laws on (or refuse to legislate other laws) some activities to increase drilling, building, immigration, etc. etc. It's in every congressperson's best interest to have low prices. Fat, happy constituents don't want change.

May need to do some field research this summer.

I don't prescribe to the gap theory but, hey, nice call.

Is moving to Calgary and renting the spot in GTA out of the question?

Yep I put positions in BRK today and activision this week.