CorpRaider

SLG

Comcast

CMCSA, PARA, WBD

Bought some EBAY and PARA this week.

I agree. Never trust a Canadian.

IMO, they just need a little Regan revolution. Stuff can change. The wall fell. I agree the ZIRP hurt them more. The common currency doesn't make a ton of sense. NEXIT would be a step.

I use the borsa app, free version. It has the biggies.

I sold most of my $SLG this week. All that I held in taxable accounts.

During 2023 the below ones. Only couple of shares of First Citizens because it exploded and left me behind. I currently hold 0 shares of BAC. I also own a few shares of TD in an account that I have established for my son and a few WFC and BAC preferred shares in accounts for older relatives.

Just did my 2024 end of year FF update blog post. Looks like ~22% for 2023 and a 12.85% 5 year CAGR/XIRR. Losing to the evil SPY on both counts, but doing pretty ok against other highly relevant and not at all cherry picked benchmarks. I was interested to observe the dispersion in returns among the banks in my portfolio.

I'm not aware of a new one, just observing the weighting pupil has.

Hmm maybe I should scale up on $AIV.

ICE ICE baby?

Merry Christmas erebody!

I am beginning to understand why the psychology/ institutional incentives have historically (ok N = like 5) led to premature cutting and declarations of victory. Not drawing a conclusion that will happen this time, just that I think I see why that would be the most likely path. Seems you kind of need that real crisis/boogie man to get the rope to do the thing properly. I suppose it all kinds of feed back into the anchoring of the crowd which is imop best explanation for time series momentum/trends.

New 52wk high on SLG. If I'm being honest, I thought it would be at $50 by the time J Pow went on record saying they were done.

$LUV.

Here's to a 2024 through 2029 REIT run that shapes up like 2009 through 2014.

Yeah I'll probably at least wait until he wraps up his book tour before taking a real look. haha.

I have some relatives who, to all outward appearances, have done very well in this space over time.

I believe the more commonly used term is "dollar-weighted returns."

Hey, Anyone know if can I drink Yerba Mate and get this benefit/an 8 pack?

I would start with the Buffett letters book edited by Prof. Lawrence Cunningham, Bogle's Little book of common sense investing, and You Can be a Stock Market Genius by Prof. Greenblatt. If you're not really interested in working in the area or just enjoy participating and helping capitalism function while learning about the world, don't forget that you can index and kick nearly everyone's ass.

I meant...sheeeeeeatt <pause> NYC apartments for...(cheap). Like as an expression of incredulity. Yeah Flatbush is free/paid option.

Charlie joins the eminent dead. R.I.P. He made a huge impact on me.