Xerxes

the good admiral is a good lad. I always liked him. Maybe that is why he is the spokesman. he is calm and steady. I think it is the Palestinian nationalism that is the driving force. And Hamas is just the latest manifestation. Molded and reinforced over decades. Solve the question of nationalism (however hard that is) and Hamas as an idea should wither away.

The most important unstable beached ship. https://thepacificreports.com/2024/02/07/why-brp-sierra-madre-is-important-for-the-philippines/ https://www.google.ca/amp/s/www.bbc.com/news/world-asia-64634814.amp

wow no comment on this great podcast episode. here is another one https://podcasts.apple.com/ca/podcast/carnegie-connects/id1568315057?i=1000659616225

thanks. as a side note, I got to start using Perplexity.ai

I wonder how would a poll ran on the Israeli people would look like if it were ran on Oct 6th and then again Oct 8th. With the poll’ questions asking if they would like to see their nemesis eradicated. And for IDF to go “all in” and hold nothing back. Surely the desire for vengeance would have biases the results two days later after the first poll.

That only means that Bruce Flatt beat them all by IPO the “asset manager” more than a year ago. If things gets sour, no one will look back and say Brookfield top-tick the market. It was Ackman in 2024 and BX back in GFC days.

I resubscribed to CRAVE few hours ago. I am ready to go as well in 3 min. I did rewatch HOD season 1 few months ago. I think if we were to rewatch GOT some years from now (and i have not since the finale) we will probably find HOD better than GOT. But then again HOD makes sense only because of GOT's massive infrastructure built in world-building and story-telling.

From Bloomberg

OI think Stelco ?

Then, you must have also missed SHOGUN and SHARDLAKE and tons of others. Havent seen OLD MAN, will take a look

this past winter was pretty bad in Montreal. Not enough snow. Barely any. I want all my four seasons.

it was only error in judgment because it turned it to be wrong after the fact. There is an alternative past, where he could have been right for the wrong reasons on the hedges and we would have herald him as a genius who is very much in touch.

these ones ? from Wealthtrack. he talks a bit about Toll Brothers and the whole segment. Pretty good one.

This podcast series has a host of ideas and discussions centered around companies from the Indian subcontinent https://podcasts.apple.com/ca/podcast/return-on-india/id1656216815

I am not expert on the topic. but you probably need to look at how fast things are happening now (over couple hundred years) vs. historical hot and cold phases (which I am guessing happens over millennia ?)

These are all wishful thinking, right ? $140B of the cash pile is NOT get used up, no matter how amazing Chubb might be. That said nothing wrong with a large non-controlling stake.

Donald wants to bring Bitcoin manufacturing back in the U.S. !!

can you share the book ?

Thanks. This looks great. I reposted it on Pershing thread.

I thought this was a fantastic podcast covering the Burger King, QSR, Tim's saga with folks at 3G Capital. Worth listening to. Also posted on QSR thread.

The problem with Boeing is not its CEO ability to get technical or not. The previous Boeing CEO was technical and rose from the engineering rank and didn’t have a drop of GE blood. The issue is that Seattle and Charleston are in the aerospace design and manufacturing business whereas Calhoun’s Virginia-based “Supreme” headquarters is the “capital allocation” business.

Amazing ValueArb i am glad you are getting to where you want to be

Sir You are so close to the White Mountains. That is such a blessing.

Dan Yergin wrote this amazing book called the “The commanding heights”. it goes over each of the Asian economic power. It has been 13 years since I read it. Needs to be reread I think.