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CorpRaider

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  1. CorpRaider
    Android my guy.
  2. CorpRaider
    Probably freakout because might be putting kennedy or his brain worms in charge of FDA.
  3. CorpRaider
    Financials worked pretty well for a while until global pandemic but were super cheap. Probably same thing for value stocks generally. Should be better for lower basil, steeper curve, more M&A option value. I am tempted to dump O&G exposure. The regulatory capture/capital scarcity was the feature not a bug.
  4. CorpRaider
    Yeah will probably look to buy more on any big weakness after.
  5. CorpRaider
    MODG
  6. CorpRaider
    The stache is in charge now. Just saying.
  7. CorpRaider
    I should go to 0 hours and buy QQQ. hah
  8. CorpRaider
    I'm in this with you. Similar logic. I didn't get nearly a full position on before the Peltz pop and I'm having a hard time averaging up. Brains are weird. I should just bite the bullet. One other favorable factor is the potential catalyst from Trian. Seems likely to propose moving to a US listing, but maybe not, sometimes he's relatively chill/operational focused.
  9. CorpRaider
    DEC
  10. CorpRaider
    Too much space and repetition for 98% of humans to get through it. He makes it thematic so the mental latticework and retention is better, plus ain't nobody got time to read all that. I really like John D' Rockefeller's letters to his son, but that's probably a lot of recency bias. But that was a smart mfer though.
  11. CorpRaider
    Essays of Buffett is #1 for me.
  12. CorpRaider started following changegonnacome
  13. CorpRaider
    Could be a good opportunity in BAC if he nukes the price. It was in WFC.
  14. CorpRaider
    Comcast
  15. CorpRaider
    FYI my hypothesis is that you each have very hairy nostrils and were therefore unable/unwilling to properly swab or be swabbed.
  16. CorpRaider
    I started messing around with Goosehead to get a quote one time, but didn't follow through. I was mostly curious about the business back when it showed up on Akre's Form 13 (back when he was still running it). I should shop both my homeowners and auto every once in a while.
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