DooDiligence

GOOGL

Yeah, I was a reluctant to watch this but a GF wanted to see it. I hate to sound cliche but it was heartwarming and he did hit a guy with a tennis racket...

Watched "King Richard" last night and it was excellent. Not sure how well it follows the actual story of the Williams family. I hope it's all true.

Probably so, especially if it's at managements discretion. Musk seems to have some leverage over Jack. I haven't bought a ticket to the circus in a long time and will pass on this 3 ringer. I've finally shifted my attitude fully towards long term ownership stakes (for better or worse). Twitter may or may not be a good LT opportunity, but trying to make a quick buck on optics doesn't appeal to me. What I found interesting in the substack writeup was the part about Abbot Labs. I have no position there but my Mom does. She's owned since way before the AbbVie split. She's got some big deferred gains in both these issues. She and I look at her portfolio once or twice a year and the results have been fabulous. Virtually zero trading in her account although I did convince her to buy Disney and Dominos recently. edit: I've tried for years to convince her to get rid of ATT. Now she gets it after a decade of blah. I'm still sitting on about 14% investible cash + a 2 year cushion for living expenses. Looking at the fattest pitches for long term RBI's. May foul a few off as I DCA into positions.

Nice find, thanks.

Diviértete

Probably an anomaly, but they've been in the Navy Exchange in Pensacola, FL for a very long time. They've always had their own freestanding display placed very close to the checkout line. I'm embarrassed to say I've never bought any, but I'll change that soon. --- FWIW, here's some old NEXCOM candy sales publications: (scroll down to see See's hitting top spots for Christmas sales) 2013 Seasonal Best Sellers https://www.ebmpubs.com/ECN_pdfs/ecn0914_NEXCOMHolidayCandy.pdf --- 2016 Seasonal Best Sellers https://www.ebmpubs.com/ECN_pdfs/ecn1217_NEXCOMTaylorCandyPlanogram.pdf

LVMH bumping the bottom

Picked up more DIS a hair over $100. Started nibbling at SMH to add some diversification to my long Intel position. edit: I also added to Dominos the other day at $325

Happy Mother's Day everyone!

Yep, that makes it even easier. I've watched my position go up for a 60ish% gain and now back down to just above cost. I could care less & will add if it drops to $325 or less, for an extended hold. Seems like it might be a good trading card for those so inclined. --- edit: lest we forget the supply chain portion of the business. Flour + H2O + yeast = dough --- Sourced from March 2022 10K:

DPZ makes pizza

Thanks, I'll look at that. I never was a big fan. I've liked a few of his pieces over the years: What's the Ugliest Part of Your Body Don't Eat the Yellow Snow Flower Punk But the harmonies and melodies were too avant garde for my taste. I've felt the same about many artists and then became a fan after seeing a video or film. I'm revisiting Zappa after seeing 200 Motels. He was definitely a very accomplished composer, arranger and musician. The guy did everything on paper which is significantly more difficult than using Finale.

200 Motels by Frank Zappa with Ringo Starr and the Mothers. Available on Prime for free ATM.

Tail draggers are very different than trikes. I flew Super Cubs and J3's a while back. I highly recommend the Super Cub for short rough fields.

Now you don't bring your own overcast with you. I trained in Tomahawks and Warriors. Never cared for high wings.

Me repeatedly playing iii vi ii V I progressions with tritone substitutions on the ii vi and V in C,G,D,A,F,Bb,Eb,Ab & Db. Off topic but went to the Grand Canyon. They should name that the Stupendously GINORMOUS Canyon.

Who is Brandon?

Switching the burden of proof? You started this and SPY was a lazy answer. Talk your book.

I appreciate your pushback on BRK but think you waffled with SPY.

The result of an attack on Taiwan could easily be the destruction of productive resources, (human and otherwise), that the Chicom government wants to control. What would they benefit? As it stands now, they can saber rattle for bargaining chips in world negotiations, (today is mixed metaphor day). Their actions can and will have an effect on the shaping of Taiwanese society and if they're smart, they'll study this. Which gets me to wondering, just how much of mainland Chinese society is being influenced by their institutions and how much will these institutions will be changed by conflict between socioeconomic layers. They are a quasi communist society so conflict theory can't be dismissed, right? Being a western individualist, I have difficulty extrapolating the effects of eastern collectivism, but I see possibilities beyond the kumbaya meme.

If you don't like bacon, you're missing out.

more adsk. those bombed out buildings aren’t gonna just design themselves. seriously though, switching costs.