bathtime

OTIS, CP, HON, CB

MAA, CPT

GOOG, NVO, M

DEO MCD

LVMH

LSXMK

OXY

SBUX

MTCH, LSXMK, BYON

MSCI

VRSN

Reddit threads on soda consumption by people taking GLP-1s.

KO and PEP down big today. KO getting to a decent relative value? Near the cycle low forward P/E of 18 from last decade.

Congratulations on an excellent hedge and trade.

Are we around 1.4x BV near $350 on the B shares? Thanks.

Ah thanks, I like that equal weighted SPX idea. Up even less than VIG year to date. Will consider that.

VIG - Vanguard Dividend Appreciation ETF Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December.

MSGS

Ditto -6.4%.

Magazine cover indicator?

At $105 after hours, net of cash, is not much over 2x sales. That seems decent if they can normalize earnings, capex, and margins over long term.

KIND at $2.85.

Have you worked with SNOW’s tech, @lnofeisone?

Would like to buy in 20s near IPO share price if March lockup creates sell pressure.

MA, DBX, V, IAC, DIS, TWTR