CorpRaider

Thanks for asking. I suppose the same things as the motley fools who bought it at 2x book, just with rather less enthusiasm. I think I get and like the analysis and decisions around billboards, rural fiber (with the subsidies), dfh, surety, the middle/high end recreational boat company during covid. I don't get ally or the auto focused bank in Louisiana. I don't get NNI and why Petersen owns more of that than BOC in his fund. I get that asset management is a good bidness but IDK about the real estate/build to rent stuff. Skeptical, but I guess if they know "talented real estate guys" and want to back them by raising money in return for fees... The SPAC put me off bigly, but I guess was somewhat helpful in thinking through potential durable comp advantages in consolidated airlines now with 4 players (or 5). I'm ok with the compensation agreement (with the caps and high water in place). Wish they would shut down their funds but alright. [I haven't seen their performance figures for the funds. If they blew, would appreciate a head's up.] I figure it's likely worth holding enough to care, just in case it really works. I also feel that I benefited from reading their stuff on my thinking about LAMR, CMCSA, DFH, maybe airlines, and title insurance cos. (similar mechanics to surety..have to have it, buyer and payee are usually not of the same interest, and no one wants to use it...and stocks available to me). So I plan to accumulate enough to make sure I watch/read their letters (but I ain't paying a premium to trailing book).

KLG, BOC

I should probably sell my $SAVE and consolidate into $LUV.

They really just need an America in the '80s period imop.

Thank you.

Want to bat around/track some opportunities that may be created by this move by Mr. Market? How about distillers? Let's see we've got: RI.SBF (Pernod Ricard SA, nearly cheap enough imo at ~ 17x earnings, like relation of agents to capital but I'm scared of the societal contract with my capital being in France), 2) BF.A (not cheap enough yet to get serious IMOP; brands are kind of mid; not as likely to benefit from premium trends/growth of wealth/status displays; have family control/potential for someone with skin in game to influence course of action), 3) RCO.sbf (Remy...same as Pernod; not as cheap maybe a little better bidness), 4) DEO (nearly to a market multiple, has a fair amount of mid/tired brands imop, ok with UK domicile but have agent principle concerns). Who am I missing...2503 JPN Kirin?

KLG, K

If I'm cutting calories, I'm cutting out potatoes and keeping the oreos. We're all going to go on the Buffett diet.

Thank you. Yeah they are having a bumpy time to say the least. I read they were relegated to using paper to process everything on premises a week or two ago.

MGM, KHC, K

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.