DooDiligence

While this was going on, trump was enjoying his student draft deferment and cheating on exams at Wharton. I can't imagine that cowardly POS stepping up like McCain.

Damn, Cabo Verde played a hell of a match.

I really like the push into home building. Wouldn't mind seeing them start buying developable real estate.

Dude, have you seen my portfolio? You absolutely nailed my strategy.

Just doing my part to advance the plot. Hopefully this doesn't foreshadow a tragic end to my portfolio.

This forum is fertile ground for imposter syndrome. I can't figure out if I suffer from Dunning-Kruger by thinking I have imposter syndrome.

I thought I was the only one here with an "uncomfortably idiosyncratic portfolio". Somehow, I remain relatively comfortable with this short term underperformance. Oddly enough, days like today my portfolio frequently does the opposite of the market 1.5ish%

Don't try and make any sense out of it. You do you.

Adding to Nintendo

"If you have to eat a frog, you don't want to stare at it too long." "If you see a turtle on a fencepost, you can guarantee it didn't get up there by itself." Both of these came from Zig Ziglar.

More DPZ

The shart of the deal

Grand Old Perverts Bunch of rapists and closet cases.

Intel is a perfect example of why I'm still a (bag)hodler with my 52 week lows. Left for dead...

Forged with fire in the GFC. I like their strategy of nimble segmentation to meet current markets. Here's to hoping there's no Flying J skeletons.

Buy some Pershing too and add Billy boy to the BOD.

Prioritizing returns over volume, sounds very Bershire-ish.

I just did a quick read through their 2025AR. This looks like a fabulous business.

Just finished Project Hail Mary by Andy Weir. Pretty good.

https://www.aol.com/articles/exclusive-trumps-crypto-venture-irans-080805000.html

He went to GEICO and ran customers off. Looked good at first. Not so much now. Where's all my low risk policyholders? Progressive, that's where.

A billion here, a billion there, and pretty soon you're talking real money.