CorpRaider

Android my guy.

Probably freakout because might be putting kennedy or his brain worms in charge of FDA.

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.

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

MODG

The stache is in charge now. Just saying.

I should go to 0 hours and buy QQQ. hah

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.

DEC

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.

Essays of Buffett is #1 for me.

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