CorpRaider

VNO. Make midtown not suck again (or for the first time).

RIP

Interesting. Thank you. That lending club thing they have + Nevada corp has my spidey sense going off.

Thurston over here starting out on his three-hour tour.

Yeah I can't even get no more positive carry going with capital from my friend Peterffy. Now I understand why the yield curve inversions slam on the brakes.

Nah, just Kyosaki. I like the first few chapters of RD,PD and CF-Q. Listened to the UHAL and EQC calls recently too, could be relevant. EQC likes self storage and SFH. Variant perception there.

Yah. In the interest of disclosure, I've been taking crazy pills about buying these big REITs at like Detroit SFH rental home multiples and listening to real estate grifter audiobooks.

Clippah

Good advice. Also, I've read, they're damn near judgment proof.

Kashkari is just a team player to the max isn't he? haha. I was forced to get long in my trend + value stuff so it's time for a big drawdown. It's funny how my subconscious rooting interest changes depending on the posture of that "system" even though it's not yuge relative to my capital.

haha. Congrats!

BSM or DMLP?

You're gonna' love the way you look....in cash. I guarantee it! (Not a guarantee. Not investment advice.)

My trend rules in trend + value "strategy" are set to force me to buy soon...feels like a whipsaw is in my future.

I think their creators could possibly take them out if they wanted.

~(24%) in my "stock picking" account.

He's the spicy chicken worst...

PE5 and Q give you roughly the same answer as of my last check. Prof. Shiller credits Graham appropriately.

I think I kind of get Goosehead; use technology to allow the model to work for smaller $$$ policies/transactions. I've used policy genius a couple of times. But not (remotely) at this price. Interesting model. CBRE and co kind of have more diffuse cohorts on either side of their market making operation, but I suppose they don't have the recurring and mandatory purchase aspects.

Merry Christmas and Happy Holidays!

100% agree. It seems they're also operated with the non profit goal of generating employment and maintaining state manufacturing capacity. Even if GM tries to make money, many of their huge competitors are not operated for that purpose. Industry is toxic waste no touch pile for me.

I saw that on Bloomberg. RIP.

Lil AMZN

It seems like you gotta' have some systematic guardrails that give you a chance to catch those right tails and try to get some positive skew don't you? Max 100% down (if you don't average down) and infinity up. The distribution is not normal or random.