CorpRaider

Sold most US index exposures in my "value + trend strategeries" on 03/10 market close.

I haven't. I'm down about 30% on the position so I should probably think about it.

I wonder if he got the sweet sweet paper version. Jealous.

EAFE doubling up SPY YTD.

I like fido better than Schwab for what I do. I also have an IBKR account for margin and intl.

Why you benching half plates? j/k. I quit doing real bar bench b/c of old man shoulders. Just do dumbells, standing presses (have to go lighter of course), incline, and use the machines. I don't go above 315 on DL anymore either. I also only front squat (although I usually do hack squat machine).

Yeah I could see that.

Thank you!

I think you guys are not really left of where the US was in the 1970's. You just need to tack a little to the right and maybe let Gordon Gecko and the 80's guys have the reins for a while. I'm maintaining my allocation and would appreciate quality names in the UK, Netherlands, and maybe Switzerland.

Proceeds? You guys are getting proceeds?

I would request the leave and then you can probably go back early if you want. Kids are tough and first is a steep learning curve but it's awesome. Edit: I agree with pupil about trying to get some help around early on. Even if it's your mother-in-law. We kind of didn't ask thinking we wanted some space after the hospital for the first one. Not a great idea. haha

I think you can find a bunch of posts about office REITs on here from the last couple of years. I think most are in a thread about office being obsolete (or something like that) in the general discussion, rather than a bunch of idea threads. I remember JBGS, SLG, VNO, ALX, and PGRE. SLG is up like 230% since april 23.

I'm on there. Haven't really switched over yet but I think it's coming. Too much stuff in the twitter feed that you don't want randomly popping up on your phone; followed you spec. Threads was a PITA to try and set up as I don't have Instagram so I gave it up as a bad job.

Ahh ok. Thanks. Don't go to any trouble on my behalf.

Is there a chance this Verisign position might be the big dog? I guess we'll know if it keeps growing.

Michael J. Saylor

Murrah Chrimas!

https://www.youtube.com/watch?v=XamC7-Pt8N0 Any asshole knows what you do if you get up $2.5 million.

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.

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).

Return of Amoco

Android my guy.

Yeah will probably look to buy more on any big weakness after.

MODG

The stache is in charge now. Just saying.