CorpRaider

Agree. I do not consume his stuff.

Hagani and his partner/co-author did a podcast about this book recently.

KLG, BOC

They're private paying for it so pretty high disposable income professionals. N is only like 3. I am told dosage has to be increased to keep losing weight so there must be some adaptation, not sure about maintenance.

I know several people on it and the weight loss I have observed is remarkable. Sounds like it has an effect similar to early bariatric surgery or something (feeling of fullness/nausea if you eat). They say they don't even want wine/alcohol.

I'ma fade that one.

Looking at some discounts in CEFs.

I'm in the black on all my SLG (not counting dividends as those aren't relevant to my loss aversion fallacy). I should probably dump it all and move over to $CLPR and $SAVE.

A little LAMR

Thx GFP!

@cknucks Sorry, could you elaborate: what book?

SLG back over forty and JPow hasn't even put down his pencil yet.

Copy and paste FiDi over midtown. The boss wants you at hand for his convenience, just like he did when great great grandad had to shut his solo smithy and come to the bidness premises to get the greenbacks.

Thanks for replies everyone. I've got some spreadsheets for very logical lists such as REIT and Bank prefs....and airlines, but I used TD for a bunch of quick watchlists (like a bunch of "workouts" or "outsiders?"). I was under the impression that Schwab was going to port all that info, but I guess not. I just need a quick one so I can check where DIS is in relation to the 52 week low instead of listening to my kids tell me about their school day. Bloomberg used to have a pretty good one in the retail app but they killed it. FIDO seems like it may be garbage, for example, I can't create a new list in the application.

I only had like one account at TD AMTD, but for some reason I had all my watchlists in that App and preferred it to FIDO and IBKR (for that function). What do you guys use? I guess I can pick between IBKR, FIDO, and SCHW.

I think Buffett has a lot more horsepower, but Munger has more perspective/wisdom. From my chair, Munger definitely set his life up in a smarter way.

@james22 Sorry just saw this. My simplistic analysis was base rate: I'm getting a common equity like historical return via the expected yield (~6.5%) with decreased downside (I speculate that most likely worst downside scenario for SIFIs is common gets wiped and forced equity raises; I lose non-cumulative dividend for a period). So, if U.S. SIFIs are now mediocre over-capitalized utilities (like WTF they're going to make SIFIs hold more capital because SVB blew up?), that cash yield is probably a better return than the common (or at least "shorter duration"). Also, I have the ability to participate in big right tail outcome/upside surprises (e.g., it comes to pass that these SIFIs are new Canadian banks circa 1980-something) because of the conversion rights. I think I just basically described all of the standard features of any convertible preferred equity security with no real insight. haha.

I own some of one of those.

First it will replace all the $170K drivers. hah!

I'ma intellectually fade this outcome. I do think it will be big time in dense urban environments and maybe up the ridership of public transport, but in most of America...nah. I don't even really want my kids riding in my car. Think private rail cars. Will be nice to let it drive you home drunk or drive grandma around. Googl, comes with the best call option on the transportation OS (yet another duopoly).

Is it ok? I'm a full on Lamar bro over here. I did a little work on OUT a few years ago. I need to update that, if the price is right...and JCDecaux. Reckon they will distress buy CCO at some point. I'm going to buy some BOC if it gets down below trailing book again....but not for the billboard bidness (and way less than CMCSA and LAMR). What dilution you talking about, the carry? I don't really mind the ATM issuance above book since there is zero chance I would pay a big premium to book.

I just noticed he has a podcast with the same title. I requested the book from the library. Though I think I tried it before and didn't finish.

$LAMR

LUV

I hear AT&T has some that is available.