CorpRaider

Could be a good opportunity in BAC if he nukes the price. It was in WFC.

Comcast

FYI my hypothesis is that you each have very hairy nostrils and were therefore unable/unwilling to properly swab or be swabbed.

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.

They gotta' be getting their ass absolutely kicked, I'm a great risk. And that's with no "telematics." I tried the GEICO app but it was constantly pinging and killing my battery and data. I didn't even sign up for the progressive one and it was still less than half. I don't buy my paint from Benajmin Moore anymore either because the franchisees went extinct around me and there are 5 Sherwin's within 5 miles of my house.

I switched to progressive from GEICO. It was much cheaper. I should check Costco.

Got filled on a little Brown-Forman Class A.

I missed it. Bid $9.

Most recent Odd Lots has a good interview with Brad Jacobs. I swear to god I blew investing in his stuff like three times now. It's like passing on Buffett in 1995.

Can you guys remember Buffett buying anything like he has $OXY? Maybe $KO and $AXP are all I can come up with.

Currently listening to Brad Jacobs interview on Odd Lots podcast. He says the runner up industry for his new venture was E&P production properties. Said they are selling for ~3x cash flow and you get an annuity for ~15 years; no one wanted to invest; even the oil state sovereign wealth funds are sellers not buyers.

Bloomberg, not business but I like wealth track sometimes.

More freaking Comcast

I'm sure they can find some smaller brands and overpay to get a little topline. hah

Yeah seems pretty cheap versus self. I had to swallow hard and pay up a bit. Not down to GFC levels or anything but just going to try and tickle in here since Mr. market seems to think Ozempic is making it a zero.