weighingmachine

AI eats the world https://www.ben-evans.com/presentations

Flyover Stocks https://www.flyoverstocks.com

"Stalin" by Simon Sebag Montefiore. Highly recommend. Also, "Jerusalem" by the same author.

Paychex 4.8% yield and 5 yr avg div growth at 10%

Thanks to whoever it was that recommended Paatal Lok on here, that was a great acting, writing, and cinematography through the whole series on Amazon. Any others along that line?

when a Unix server goes down you have a bad weekend. when a mainframe goes down the earth stops rotating on its axis.

Story of WInmark - parent co of Once Upon a Child, Play It Again Sport, Plato's Closet, and more https://podcasts.apple.com/us/podcast/winmark-resale-at-scale/id1559120677?i=1000652711054

beyond stock and bond screeners, has anyone built/used a cash screener selecting from the TBIL, SGOV, BOXX, and various DIY options of the world? if you were to build one, what options would you use - yield, duration, sources, liquidity preferences, fees, others?

Surviving the AI Capex Boom https://blog.sparklinecapital.com/wp-content/uploads/2025/10/sparkline-ai-capex.pdf

How are people thinking about California, Alaska, and other Western region banks, now that Wells Fargo's asset cap is removed? also, here is a writeup on FFBB from Keith Smith: https://seekingalpha.com/article/4720907-ffb-bancorp-stock-truly-a-growth-company

May his memory be a blessing https://www.timesofisrael.com/billionaire-industrialist-and-philanthropist-stef-wertheimer-dies-at-98/

Zeckhauser is always interesting. Here is a book from one of his students: https://www.amazon.com/Maxims-Thinking-Analytically-legendary-Zeckhauser/dp/173534088X/

Bad Sisters season 2 is about as good as the excellent first season. Acting, writing, scenery top notch. Sharon Horgan is a real talent.

agree the post Mick Blodnick era at Glacier has been less than stellar. they still have a unique map though so one to watch