DooDiligence

RIP Ron Carroll a house legend.

Same mistake here. That coupled with the weed vs flower analogy is pretty much why I'm so concentrated now. I see new ideas and look at them with a jaundiced eye. I can feel the desire to buy and see that it rises for the wrong reasons.

Yep. It's a matter of discipline and behavior. You know what to do, but do you do it?

I lied. I'm not entirely a first order thinker (especially when it comes to personal decisions). https://fs.blog/second-order-thinking/ I know this doesn't belong here, but it got me to thinking. Is there an existing thread for this? I'd be interested in how others manage to think more moves ahead. Specifically, with regard to qualitative analysis and tea leaf reading.

I'm a first level thinker, but I'd guess he may encourage more tuck-ins at the wholly owned subs. Other than that, I have no reliable thoughts. edit: He may also try to invigorate subs by promoting entrepreneurial spirit for a bit of organic growth?

Thanks. Kinda sad the Berkshire threads have been so quiet.

Out of BYD completely. Is it just that he thinks the automotive cycle is nearing the end for now?

and of course, the OG master class.

Am I doing this right?

I don't even wait. And when you're a star they let you do it. You can do anything...

SNL's next. Taking a little bit longer than the month or two I predicted last June, but nobody ever bottom ticks it. Seems to be going according to plan though.

I'm starting to notice a trend. https://ricksblog.biz/pensacola-state-college-kills-off-big-bird-cuts-ties-to-wsre/

Chili, with or without beans? This is the only issue that matters. .

The rat-fuckery at the University of West Florida continues. https://floridaphoenix.com/2025/05/12/university-of-west-florida-president-resigns-amid-desantis-driven-overhaul/ https://ricksblog.biz/uwf-board-appointments-the-hidden-story/ https://www.pnj.com/story/news/politics/2025/02/10/scotty-yenor-uwf-board-appointment-controversies-explained/78390501007/ https://wusf.org/text/education/2025-01-09/desantis-appointee-to-university-board-says-women-should-become-mothers-not-pursue-higher-ed https://floridapolitics.com/archives/739949-manny-diaz-jr-selected-as-interim-uwf-president-despite-concerns/ https://ricksblog.biz/uwf-purge-continues-targeted-administrator-fired/ and now this: We'll all be there with our shirts and signs! might also be a megaphone and an air horn or two. Free speech motherfuckers!!!

Update on county commissioner Mike Kohler's proposal. https://weartv.com/news/local/no-escambia-county-road-changes-coming-in-honor-of-charlie-kirk Fuck him. He chose violence. The 9th Avenue name change proposal continues full steam ahead.

Went to a county commission meeting this morning and the district 2 guy has proposed to rename 65th Ave to "charlie kirk way". The funny part is that this is in a lower class, mixed race neighborhood. It gets even better when you find out that the road runs right past Escambia High School. I'm old enough to remember the 1976 race riots at the school. I started a campaign this morning to rename 9th Avenue as RELEASE THE EPSTEIN FILES AVENUE. Already got traction with locals and signs are on the way. UWF has a guy who jumped on the kirk money train and will be doing a lecture tomorrow. A bunch of us are gonna show up with homemade signs like, Charlie wanted Trump to RELEASE THE EPSTEN FILES and of course, Let's help Mike Kohler rename Pensacola streets Gonna smash this shit in their stupid fucking faces.

Yellow journalism, hypocrisy, presidential ball gargling, it's all you could possibly want in a news source. https://www.alternet.org/fox-host-melissa-hortman/

https://www.cnbc.com/2025/09/15/trump-advocates-that-companies-stop-reporting-earnings-on-a-quarterly-basis-.html Next up, we don't need no stinkin' audits.

Don't forget the Projector Of The US liked to over inflate RE values for loans and then argue with local municipalities for lower tax values. Lowballin' VVVVVV https://www.propublica.org/article/trump-inc-podcast-trump-organization-suing-towns-property-tax-breaks https://www.newsobserver.com/news/politics-government/article90053467.html === and on the flip side VVVVVVVVVVVV https://www.propublica.org/article/trump-fraud-ruling-property-valuation-michael-cohen https://www.pbs.org/newshour/politics/donald-trumps-fraudulent-financial-statements-were-key-to-getting-loans-former-bank-official-says there's too many of these articles and cases to link here... https://www.propublica.org/article/trump-inc-podcast-never-before-seen-trump-tax-documents-show-major-inconsistencies https://en.wikipedia.org/wiki/Tax_returns_of_Donald_Trump === Can't have it both ways unless you're Cankles the Clown. === RELEASE THE EPSTEIN FILES UN-REDACTED