Xerxes

The COIN guy gets it right !!

@Spekulatius i know you are a big LOTR fan ———— HBO has been exemplary in their content pipeline. See below for Dune Who the hell needs garbage content from Netflix when you have premium content being created by HBO and Walt Disney.

@Maxwave28 @Viking Home Depot puts out sometimes +40% ROE, given its fully shrunk equity … thanks to the very large historical capital return.

Every time Buffett buys a big name, I find AFTER the fact it was a under 15 P/E

now THAT is news !

The analyst is the in fact the podcaster Bill Brewster. he said it in one his podcast in a conversation he had with Akre. That is unless, Akre said the exact same answer many times to the exact same question posed by others.

nothing posted as podcast recommendation

A gentleman on Gabelli TV makes the case that this is potentially “Mitsubishi Financial” note that it trades in the US, so part of SEC requirement for disclosure

to be fair, it is coalition, don’t think Bibi had much choice, if he want to keep his job. Defense pact is not an easy with his cabinet composition. ——— To put it bluntly, Saudi Crown Prince Mohammed bin Salman has put his country’s worst religious extremists in jail, while Israeli Prime Minister Benjamin Netanyahu has put his country’s worst religious extremists in his cabinet https://www.nytimes.com/2024/05/02/opinion/israel-saudi-arabia.html Of course, Saudi Arabia is an absolute monarchy and Israel is a democracy. M.B.S. can order changes that no Israeli prime minister can. Still, leaders in both have to gauge what will enable them to stay in power, and those instincts are driving Netanyahu to make Israel more like the worst of the old Saudi Arabia and M.B.S. to make Saudi Arabia more like the best of the old Israel. …… The result of Netanyahu’s alliance with the far right is that Israel can’t take advantage of the tectonic shift in Saudi Arabia — with its offer to normalize relations with the Jewish state and open a road for Israel with the rest of the Muslim world — because doing so would require Israel to pursue a pathway with Palestinians to create two states for two indigenous peoples.

missing Qatar and Turkey. The two of them constitute the other “power block” in the Sunni world that competes with the countries you mentioned: UAE, Saudi and Egypt And if Qatar/Turkey are ignored, they would just undermine it. And unlike Iranian influence in Palestine which is opportunistic, Levant is well within Turkey’ zone of interest and historical narrative. Once the two Sunni power blocks are aligned vis a vis at creating a sustainable future in Gaza, than the Iranian influence in Palestine will disappear and chokes out, because it no longer has a willing host.

what is your proposed solution in clearing the cesspool …. on the day after ? it cannot be just about hostages. Israel needs long term solution and not just a “mission accomplished” photo op with the conquest of Rafah on the deck of an aircraft carrier. Israel is great at getting tactical short term wins, but it keeps planting seeds ensuring that it loses the long game, even as it wins the short game.

worse. There could be something else there in the cesspool day after tomorrow. There would be no shortages of candidates. There ain’t no f&$;ing marshal plan being marshalled. Bibi has done more harm to the fabric Israeli society than any Palestinian movement could have in decades. Now he is trying his hand at the populist angle as he reopens wounds from WW2. “We will do it ourselves, if American don’t give us 2,000 Ib bombs” sob sob

thank you

BB went up 12% this morning. They must be thinking Prem is buying BB on his PA using funds that newly released

weren’t you the person with $3,000 projection on the share price in a not to too distant future. Prem selling some shares for liquidity shouldn’t a reason for you to trim, unless you were in search of a reason

hmmm dwell on this I must …. I guess I should be happy that as an owner, the EPS that would have passed through 275K shares in Prem’ vault is now spread like butter over a slightly fewer total remaining shares and the would-have-been cash dividends on the 275K shares is saved up on behalf of remaining shareholders.

275K shares … either locked up in Prem’ vault or bought & cancelled by the company. Either way no impact on the float. so just optics.

Having read more, it escaped my attention that Shoigu’ new job is actually Patrushev’ old job as the chief of security council. So is this more about the fall of the powerful Patrushev (or his reappointment ?!) than fall of Shoigu that media is spinning. Meanwhile ministry of defense will be headed by a civilian. Would that be an actual effective Albert Speer like figure or another lacky like Shoigu. If the latter, this was clearly about removing Patrushev.

yeah. I just saw that. a civilian will be heading be the defense ministry now. Apparently. That said I think Patrushev’ fall is more intriguing as he was an all powerful figure. Shoigu was not.

very well said. But that is not unique to world war 2 or genocide against Jews. There are other genocides as well and West is not there to save everyone. National security comes first. Sometimes stars aligned and sometimes it doesn’t. It sucks but It is just the way the world is. Bibi is technically not wrong (as much as I don’t like him). But he punching low (as a politician ought to do) and he knows that he is opening wounds and sowing discord by saying that. But that is him. And that is how a wounded snake behaves.

Not disrupt this debate (i think my opinion of Bibi are well known here; so nothing to add here); a politician does what a politician does. ---- But just on World War 2, Sept 1939, the historically acknowledged start of WW2 was in fact the start of the European War and not the "World War". To me it became really a world war, with entrance of United States, Soviet Union and Japan. If one wants to take the position that the start of the "world war" as the first military action that led to that war, then Sept 1939 is in fact not correct, and perhaps start of the war between China and Japan is the correct trigger point. Now that could either the initial invasion of Manchuria in 1931, when feeble Henry Pi-Yu was installed as Emperor of Manchukuo (see the movie The Last Emperor), ... or 1937 full scale invasion of China by Japan. Going by my own logic of rejecting Sept 1939, than I must also reject July 1937, therefore the start of world war was really 1931, as the hostility broke out between two warring nations with the invasion of Manchuria. But, this logic does not make sense either, how could a "routine" local invasion in 1931 be the start of World War 2; therefore, we should go back to designate the end of 1941* as the start of World War 2, when the war truly became global as the last of great industrial powers of the day entered the fray. But to make matter confusing, Tokyo and Moscow kept their non-aggression pact intact till August 1945. So by that logic, World War 2 started in August 1945, and ended in the same month on the deck of U.S.S. Missouri. But did it really ? Russia and Japan never signed a peace treaty and are technically still at war ! So the war really started in August 1945 and still continues to this day. Sept 1939 is highly misleading. * contrary to the popular belief, it was not Pearl Harbor that brought U.S. and Germany into war with each other on Dec 7th, 1941, but rather it was the formal declaration of war by Germany to the United States on Dec 11, 1941, which unleashed the unrestricted submarine warfare. Too bad, Japan didn't reciprocate by declaring war against the Soviet Union.

Even then I think Shoigu is a useful idiot that helps insulate Putin. More like Pauli !! Below are the five marshals of the Soviet Union before the Great Purge. Three of the five that were most capable didn’t make it through 1937-38. The other two sailed harmlessly through WW2 even as they were incompetent. And were outshone by Zhukov and the rising stars of the new Red Army, but never lost their network and close association with Stalin. The two of them that survived the Great Purge were yes-men, personal friend and lackies. There is a premium for that.

Steven Seagal never ceases to amaze me.

without even reading about any of this, I can say with confidence that you are wrong. whatever this is, it is an infighting between different fiefdoms and power brokers with the Kremlin. The Tsar is above all of this. And Generalfeldmarschall Kietel, **cough** I mean Shoigu, is nothing to him. And most certainly, he is not even “coup” worthy as in not sponge-worthy. Even the head of Wagner, bowed before his master. You don’t get to be Tsar for 20 years by being an idiot.