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CorpRaider

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  1. CorpRaider
    https://www.youtube.com/watch?v=XamC7-Pt8N0 Any asshole knows what you do if you get up $2.5 million.
  2. CorpRaider
    Yeah I guess it's a second-place golf equipment outfit (maybe third) in what appears to me to be a slow growth oligopoly but if it's reasonably close to as good a bidness as $GOLF, I'm getting topgolf for free.
  3. CorpRaider
    I'll take a shot: $MODG spin or sale of Topgolf; Callaway etc. re-rates to more acushnet-like multiple (which I think gives you a little more than total current market cap).
  4. CorpRaider
    Return of Amoco
  5. CorpRaider
    Android my guy.
  6. CorpRaider
    Probably freakout because might be putting kennedy or his brain worms in charge of FDA.
  7. 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.
  8. CorpRaider
    Yeah will probably look to buy more on any big weakness after.
  9. CorpRaider
    MODG
  10. CorpRaider
    The stache is in charge now. Just saying.
  11. CorpRaider
    I should go to 0 hours and buy QQQ. hah
  12. 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.
  13. CorpRaider
    DEC
  14. 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.
  15. CorpRaider
    Essays of Buffett is #1 for me.
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