CorpRaider

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.

I don't really like any of their brands but Brown and Forman.

PARA

MGM, DFH

MGM, PARA

I agree with this and think you could look at other examples in history to support this assertion.

I just decided to apply a moving average price rule to my intermediate term treasury allocation, across relevant tax advantaged accounts, whenever the term premium (or whatever the proper name for the spread over bills is) is in the bottom 50% of historical observations, (i.e., when duration risk is historically expensive). So, I sold down my bonds. You guys will probably be right.

He should be running for president as the Republican nominee imo.

Yeah I would never invest in Ford or GM and I own airlines.

Bought a little MGM

Yes

Comcast

PARA, LBRDA

Yes.

Comcast