DooDiligence

Happy Anniversary!

The term "Doubting Thomas" comes from the Gospel of John in the New Testament, which describes the Apostle Thomas's disbelief in Jesus' Resurrection until he could physically touch the wounds from Jesus' crucifixion. When the other disciples told Thomas they had seen the resurrected Christ, he refused to believe them unless he could see and touch the nail and spear wounds himself. A week later, Jesus appeared to Thomas and invited him to do so, at which point Thomas recanted his disbelief, declaring, "My Lord and my God!

If only Jesus would come back today and make all the bad ones go away. Then leave us all to play for a thousand years… The quote, "His disciples said to him, 'When will the kingdom come?' Jesus said, 'It will not come by waiting for it. It will not be a matter of saying 'Here it is' or 'There it is'. Rather, the kingdom of the Father is spread out upon the earth, and people do not see it.'" comes from the Gospel of Thomas, a collection of sayings attributed to Jesus. This statement suggests the kingdom is not a future event or a specific location but a present reality that exists all around us, though often unseen due to a lack of spiritual perception. The editors of the bible viewed Thomas as a heretic. Thus, he was not included in the book.

Not only that, but during the Forestall Fire he actually got out of his aircraft and ran towards the flames (there are multiple videos on the interwebs). He was going to assist his crew chief who was already on a fire hose, alone. A secondary explosion killed the crew chief, and many others, and knocked him back. Meanwhile, Donald Trump was nursing his bone spurs. Donald Trump is a COWARD and a PEDOPHILE

Biblical warnings: The concept of false believers is addressed in both the Old and New Testaments. Jesus and the apostles taught that some people would feign faith for various reasons. Hypocrites and Pharisees: Jesus used the term "hypocrite"—meaning "actor"—to criticize religious leaders who performed good deeds publicly to be admired by others. In Matthew 23:13, he declares, "Woe to you, teachers of the law and Pharisees, you hypocrites!". Wolves in sheep's clothing: Jesus warned his followers about "false prophets" who "come to you in sheep's clothing, but inwardly they are ravenous wolves" (Matthew 7:15). This imagery highlights how false believers can deceive others by appearing harmless and pious on the surface. Weeds and wheat: The parable of the weeds (Matthew 13:24–30) describes how impostors will coexist with true believers in the world until the time of final judgment. False apostles: The apostle Paul warned against "deceitful workers who disguise themselves as apostles of Christ" (2 Corinthians 11:13). Characteristics of a "fake Christian"Based on biblical interpretations, a person might be considered a false Christian if they exhibit certain characteristics: Hypocrisy: They say one thing but do another, failing to align their actions with their stated beliefs. They may outwardly confess sins or perform religious duties but have no real intention of changing their hearts. Personal gain: Their motivation for being religious is selfish. They may use their professed faith to achieve power or financial profit, viewing what God can do for them materially as more important than a relationship with Him. Lack of genuine transformation: While they might profess faith, their heart and conduct remain unchanged. True faith is believed to produce a life consistent with God's will, as seen in the "fruit" of their actions. Twisting scripture: They may distort or ignore foundational biblical truths to justify their own selfish desires or worldly behaviors, such as habitual sin. Self-deception: Some may genuinely believe they are Christians but are deceived about their true spiritual condition. The apostle Paul encourages believers to "Examine yourselves, to see whether you are in the faith" (2 Corinthians 13:5). Focus on works, not faith: They may believe they can earn their salvation through good deeds or religious rituals, rather than through faith in Christ alone. This leads to a performance-based mentality rather than a genuine relationship with God. Today, the label is used in various contexts, sometimes referring to "cultural Christians" who identify with the faith for social reasons but do not live out its values. It can also be used as a criticism of those seen as acting contrary to Christian teachings. The Bible clarifies that there is a difference between a struggling Christian who sins and a false one whose profession is not genuine. While only God can ultimately judge a person's heart, biblical teachings outline the characteristics of true and false faith to help believers discern between them.

https://www.cnn.com/2018/08/27/politics/white-house-flag-john-mccain-tribute not a podcaster served with distinction dissed by a draft dodger

but I digress. Who we canonizing today? I mean besides a shit stirring podcaster.

It's good to be white. AMIRIGHT? https://pmc.ncbi.nlm.nih.gov/articles/PMC2622774/ === When do we get to the stage where drug kingpins pay for play? Oh, wait. We're already there. https://www.cbsnews.com/news/sackler-family-purdue-pharma-reach-7-4-billion-with-15-states-over-opioid-crisis/ === Like I said, it's good to be white. All ya'll other crusty motherfuckers can rot in jail.

It'd be hilarious if it was a Southpark episode. White men! Fight back! The voice(s) of the downtrodden.

It won't be long now.

Rumspringa Kush

Well let's start by Making it clear Who is the enemy, here And we'll show them That it's not them Who is superior So let's start by Making it clear Who is the enemy, here And we'll show them That it's not them Who is superior It's gonna be bad It's gonna be wrong It's gonna feel good Marching the hate machines into the sun Marching the hate machines into the sun We'll let's start by Making it clear Who is the enemy, here And we'll show them That it's not them Who is superior Marching the hate machines into the sun Marching the hate machines into the sun Marching the hate machines into the sun Marching the hate machines into the sun

Funny since Buffett doesn't even follow Grahams style. Dude should slow his roll and own up to being an Ackman wannabe.

I enjoy seeing crime as much as the next guy but how 'bout we skip it this time and go straight to 1945 https://www.historyextra.com/period/second-world-war/timeline-third-reich/

Quack quack. Sounds like a duck. https://encyclopedia.ushmm.org/content/en/article/euthanasia-program#:~:text=The Euthanasia Program was the,integrity" of the German nation.

Not really a joke but there's not a poems thread. Galway Kinnells' Holy Shit, where he says, among other things… Often we forget, and imagine we’re immortal. If the gods don’t shit, why must we? And we would feel distinctly less like animals if only we could sever the chain of linked turds tying us to some hole in the ground. […] But think, last night, you took what you liked from a carrot, today you give back the rest. […] And don’t boeuf, whom we castrate and strip of all function except to divide grass into shit and flesh that soon will be mostly shit, look like lumps skheided into the field by a something else? Of course, as cummings’ Olaf, “whose warmest heart recoiled at war,” declared, “there is some s. I will not eat.” Like the s. of having to print it as s. Or of imagining we are a people who don’t die, who come out of the sky like gods and drop not shit but bombs on people who shit. […] Let us remember this is our home and that we have become, we mad ones, its keepers. Let us sit bent forward slightly, and be opened a moment, as the earth passes through us. [Audio of the author reading a version of this can be found here.] HT to King Duppy

Many of you have undoubtedly tried this so the results won't be surprising. I worked on Dominos today, since I'm already very familiar with the past 5 years history. Notebook produced a pretty good summary of the business and operations. I don't find any hallucinations. There is definitely a process though, and the document(s) do require some editing due to repetition and to remove information that's not necessarily useful. Combining two different types of filings together produces a virtually worthless summary. Instead, I combine multiple years of 10K's to generate a briefing doc, and then click "convert to source" to save the briefing doc as an additional source. Next, combine multiple years of proxy statements to build a separate briefing doc and save it as a second source. Then select these 2 briefing docs as sources to generate another briefing doc. Format for readability and remove unnecessary text. No surprises really. You can use the best set of carpentry tools and produce a crappy structure if you don't know what you're doing. I'm going to start concentrating on two more complex businesses now (Edwards Lifesciences EW and Novo Nordisk NVO). The reports from these businesses lead to more questions with regards to product(s) and operational strategies. I used it today to look into structural heart intervention (EW), beyond simply mimicking traditional surgical techniques and it's very educational.

I expect the results to raise questions just like physically reading filings. Having multiple years smashed together should provide a different perspective. .

I’ve just started this experiment. I got filings from all 6 of my positions into workbooks today and will start going through the briefings tomorrow. I’m curious about this too.

I’m looking more and more to primary sources. I’ve recently started feeding multiple years of annual filings (10K, proxy and annual call transcripts) into Google LM for briefings. I’m doing this with everything I own. Each business gets its own notebook. I think the next step should be to duplicate this with competitors and then start compiling briefings from industry and academic reports. The next step will be verifying and editing briefings and figuring out how to combine them into different notebooks for the best qualitative results. Not interested in having valuations spit out at me. It’s actually a fun process.

He's already gotten his creepy piece of underage ass prize(s)

Governor welcomes Martin Luther King Jr. commissions to Little Rock Shoulda brought her good podium. .