DooDiligence

I like this guys take. He talks about Buffett selling AAPL and the Yen carry trade. Doesn't he have long durations in Japan? https://youtu.be/3BcgnYlr9yQ?si=kIfG4R1oOTxUuYx4

Rebalancing seems like a buzz word for talking heads but it happens, just less frequently and usually more slowly, when you know what you own.

Oral surgery OTOH

Pat Dorsey "The Little Book That Builds Wealth" and "The Five Rules for Successful Stock Investing"

I just watched the first few episodes of the Partridge Family. In the 2nd episode, Shirley had a minor fender bender with the bus, which turned into a lawsuit (Colonel Potter shows up in a neck brace). Trial attorneys were characterized as "ambulance chasers" and their clients as "whiplash artists". This was a fairly accurate societal perception at the time. This episode came out in 1970, before the 1977 Bates vs State Bar of Arizona decision, which allowed lawyers to start advertising. Now they're respectable and openly solicit business for "slip and fall" cases while running a chorus of, "One call, that's all" and "We really are on this big truck". How's that for a switch in public sentiment? NTM the corresponding transfer of wealth. Higher premiums anyone? https://www.imdb.com/title/tt0670203/ A buddy of mine put Morris Bart's number down as his emergency contact when we applied at a LA marine transportation company (we both got hired).

The bold print giveth and the fine print taketh away. Nobody reads the fine print except CoBF'ers.

More EW and GOOGL.

GEICO just seems like plain old incompetence. It's as simple as NOT running off your best customers. I find it hard to believe that they don't have the analytics to figure out who's who.

Used HTL proceeds to average up with a little more GOOGL.

A small tracker forces me to dig in.

Not starting yoga and calisthenics 20 years ago. It's all good now but it might have been better. I too, like my nose hair.

Glashütte is a nice German watchmaker (owned by Swatch as you undoubtedly know). https://www.glashuette-original.com/en/ Swatches fortunes seem to rise and fall in China. https://fortune.com/europe/2024/07/15/luxury-watch-omega-owner-swatch-groups-moment-has-passed-profits-drop-70-in-6-months-big-impact-is-china-blancpain-harry-winston/

I sold all my watches years ago and replaced them with a phone. There's a lot of somebodies who'll pony up for one of these though. Breguet produces some nice pieces too. Art, history and precision engineering for the well heeled gent who prefers quiet money. But yeah, my phone works fine too. https://www.alange-soehne.com/us-en/timepieces/saxonia/lange-31

Sold Autodesk after holding for 3 years with the hope that the CFO was at least competent. Their products are ubiquitous and will likely get even better. I think getting rid of resellers is a good move but making candy bars is easier to understand. Chocolate hands

I saw Dylan on the Rolling Thunder Review with Kinky Friedman and the Texas Jewboys. Friedman was wearing big furry chaps and a huge assed hat. He passed a week ago. RIP Kinky. You will be truly missed.

Jazzy Mac Miller is like the Bob Dylan of rap. I couldn't listen to the original recording(s) but damn, he killed those microtonal vocals live.

At the risk of being repetitive.

Just got my renewal notice rom Progressive and the premium went down by $6.

Wonder if BRK insured this too? https://www.ktiv.com/2024/06/24/train-bridge-north-sioux-city-partially-collapsed-rising-water/?outputType=amp

More HSY.

TBF, that shifter knob's just asking for it.

You forgot saving the planet by destroying humanity