Malmqky

This is why AI won’t replace software devs. Clients don’t know what they actually want. Gathering/translating requirements is the hardest part imo.

Most jobs could be eliminated / done in a few hours per week. EDIT: white collar jobs that is

I wildly speculate this is the case too.

MSGE

There's probably a few hundred thousand that can be an upgrade over Garland and give the DOJ a housecleaning. Gaetz is not the right move.

This isn’t our father’s Republican Party. Gaetz is a joke and a bad pick. Trump could do much better. America could do much better.

I agree MSGE looks attractive here, added a bit myself today. If one were to like SEA, MSGE should look twice as appetizing imo. ABNB certainly looks interesting as well...especially with a Trump presidency.

EVO, maybe Coupang later today..

EVO, CROX.

https://www.businesswire.com/news/home/20241025235193/en/The-New-York-Stock-Exchange-Plans-to-Extend-Weekday-Trading-on-its-NYSE-Arca-Equities-Exchange-to-22-Hours-a-Day Sign of the top imo.

Little EVO and more VAL/VAL warrants. Wanted to buy HAYPP inside my IRA as well, but fidelity won't let me. Maybe I'll buy some in the IBKR brokerage instead.

some more frph cuz I'd rather own that than cash, a smidge of google.

Sold the Fairfax shares I bought in August for a nice little gain. Back down to “only” a 20 some % position.

If someone is really doing SPY+30% over multiple decades/cycles… well I’d rather just give them my family’s money to manage vs cloning them. Who is it @Ver?

I don’t think a single 50 point cut is going to do much in terms of valuation. I know in the past 5% treasuries have been something WEB likes, seems like less than that and they aren’t attractive to him…