Tidbits

[Hektor]

https://www.wsj.com/real-estate/luxury-homes/cable-cowboy-john-malone-is-selling-off-a-piece-of-his-massive-landholdings-51844d9a

 

‘Cable Cowboy’ John Malone Is Selling Off a Piece of His Massive Landholdings

 

This sounds funny coming from the cable cowboy 

 

“The freedom of being out in open space without people telling you what you can and can’t do—and whether it’s camping or riding a horse, whatever it is, on a boat—is I think of vanishing value for all these poor kids that are living their life tethered to the internet living in a dense urban environment,” he said. “They’re just missing so much of what human existence used to be about.”

[Parsad]

8 hours ago, Gregmal said:

I thought trickle down economics was when people like Doug Diligence lecture illegals while they’re trying to make a living after cutting his own lawn to save $100 rather than throw said desperados a bone of gratitude?

 

Greg, keep this stuff to the Political Posts thread.  Cheers!

[Dalal.Holdings]

1 hour ago, Hektor said:

https://www.wsj.com/real-estate/luxury-homes/cable-cowboy-john-malone-is-selling-off-a-piece-of-his-massive-landholdings-51844d9a

 

‘Cable Cowboy’ John Malone Is Selling Off a Piece of His Massive Landholdings

 

This sounds funny coming from the cable cowboy 

 

“The freedom of being out in open space without people telling you what you can and can’t do—and whether it’s camping or riding a horse, whatever it is, on a boat—is I think of vanishing value for all these poor kids that are living their life tethered to the internet living in a dense urban environment,” he said. “They’re just missing so much of what human existence used to be about.”

 

Gotta love The Doctor living like a King while his shareholders (peasants) have gone nowhere...

 

[Eng12345]

I've been watching some Aswath recently as I am coming to a sharp realization that my accounting/financial knowledge is severely lacking and that what I've been doing to date isn't true investing but rather extended trading to some extents. 

 

As such this came up in my shorts feed and I thought I agreed re: Security Analysis. Figured it would kick up a firestorm here!

 

 

Edited July 31, 2025 by Eng12345

[Sweet]

49 minutes ago, Eng12345 said:

I've been watching some Aswath recently as I am coming to a sharp realization that my accounting/financial knowledge is severely lacking and that what I've been doing to date isn't true investing but rather extended trading to some extents. 

 

As such this came up in my shorts feed and I thought I agreed re: Security Analysis. Figured it would kick up a firestorm here!

 

 

I think he’s right about ‘value investors’.

 

However, I don’t agree that if you don’t have a very in depth understanding of finance that you are trading.

[Dalal.Holdings]

1 hour ago, Eng12345 said:

I've been watching some Aswath recently as I am coming to a sharp realization that my accounting/financial knowledge is severely lacking and that what I've been doing to date isn't true investing but rather extended trading to some extents. 

 

As such this came up in my shorts feed and I thought I agreed re: Security Analysis. Figured it would kick up a firestorm here!

 

 

 

I guess he's still upset about this:

 

 

 

[Spekulatius]

The ultimate AI shitco has the ticker symbol $AI:

https://finance.yahoo.com/news/c3-ai-fiscal-first-quarter-233000591.html

 

News dropped on Friday evening (7:30Pm) is rarely good. C‘mon, happy hour is already over in most places:

Edited August 9, 2025 by Spekulatius

[John Hjorth]

On 7/31/2025 at 9:19 PM, Eng12345 said:

I've been watching some Aswath recently as I am coming to a sharp realization that my accounting/financial knowledge is severely lacking and that what I've been doing to date isn't true investing but rather extended trading to some extents. 

 

As such this came up in my shorts feed and I thought I agreed re: Security Analysis. Figured it would kick up a firestorm here!

 

 

 

Some time ago, perhaps even a few years ago, I think it was, -and I think it was Morgan Housel-, posted on X, including a photo of the long early morning queue outside the CHI Health Center in Omaha on the Saturday of the Berkshire Hathaway Annual General Meeting, with the post text : 'Here is a photo of the early of the 40,000 participants, all of them independent thinkers, waiting early, but patiently, to get in to hear the quips from their oracle.' [Or something similar close to, I can't find the post.]

 

I thought it was pretty hilarious and worth repeating here.

[Spekulatius]

This is going to cause political backslash:

https://insideclimatenews.org/news/07082025/inside-clean-energy-pjm-utility-prices-soar/

Power prices are going through the roughing the NE (PJM grid area) and likely elsewhere. Apparently datacenters are responsible for much of the new demand that is for f to push up power prices for everyone, including utility customers. PJM needs to increase grid connection and capacity  (which enables power plant connection) faster or this is going to be a traimwreck.

 

Quote

Why did costs go up so much? There are many reasons, but the main one is that electricity demand is soaring, largely due to the development of data centers. The upward curve in PJM’s long-term forecast is in contrast to the prior decade-plus of flat growth.

“Supply and demand,” said Daniel Lockwood, a PJM spokesman, when asked about the reasons for rising costs. “Unprecedented and continuing growth in demand from the proliferation of high-demand data centers in the region.”

Silverman from Johns Hopkins agreed that this is, by far, the leading factor.

 

[boilermaker75]

On 3/23/2025 at 3:38 PM, LC said:

Crap,  I laughed

 

You know the ME is the one region I haven't traveled. I had an old friend who vacations in Dubai but I never saw the appeal. Ride a camel in the scorching desert? No thanks, rather a horse in a place where water flows naturally.

 

LC, you haven't been through the desert on a horse with no name?

[Sweet]

One of the very few Twitter summary’s about a fund which was interesting to read.  Never heard of these guys:

 

 

[Sweet]

I’ve been on this board for several year and I’m surprised I’ve not heard of the following two companies before.

 

Amphenol (APH) and Eaton (ETN) are serious compounders that provide electrical / power equipment and are benefiting from the datacenter boom.

 

Whilst everyone is fixated on the chips or software, these guys appear to be providing the boring stuff (cables, power, racks etc) and have flew under my radar.

 

Does anyone own them or know much about them?  
 

Edited August 28, 2025 by Sweet

[cubsfan]

35 minutes ago, Sweet said:

I’ve been on this board for several year and I’m surprised I’ve not heard of the following two companies before.

 

Amphenol (APH) and Eaton (ETN) are serious compounders that provide electrical / power equipment and are benefiting from the datacenter boom.

 

Whilst everyone is fixated on the chips or software, these guys appear to be providing the boring stuff (cables, power, racks etc) and have flew under my radar.

 

Does anyone own them or know much about them?  
 

 

Check out Veritiv (VRT) - and suggest listening to this podcast re: datacenter changes coming because of AI cooling issues. Plenty of comments on Eaton.

 

 

 

[Sweet]

7 hours ago, cubsfan said:

 

Check out Veritiv (VRT) - and suggest listening to this podcast re: datacenter changes coming because of AI cooling issues. Plenty of comments on Eaton.

 

 

 

Thanks cubs

[Spekulatius]

Uk Gilts at 5.63%. Coming soon to the treasury market near you (imo)

https://tradingeconomics.com/united-kingdom/30-year-bond-yield

[dwy000]

24 minutes ago, Spekulatius said:

Uk Gilts at 5.63%. Coming soon to the treasury market near you (imo)

https://tradingeconomics.com/united-kingdom/30-year-bond-yield

Given where the USD appears headed you can probably add to that yield by buying it with dollars. 

[Sweet]

1 hour ago, Spekulatius said:

Uk Gilts at 5.63%. Coming soon to the treasury market near you (imo)

https://tradingeconomics.com/united-kingdom/30-year-bond-yield

And the central bank is reducing the rates.  Labour went on a spending and tax spree, they spent alright but they didn’t get the taxes they want.  

[Dalal.Holdings]

16 hours ago, Spekulatius said:

Uk Gilts at 5.63%. Coming soon to the treasury market near you (imo)

https://tradingeconomics.com/united-kingdom/30-year-bond-yield

 

The situation in the UK, France, etc is much worse because these places have seen basically no productivity growth for over a decade and their tax rates are already sky high (not to mention lack of reserve currency status).

 

European leaders continue to do what they do best: dither and make the problem worse. Starmer backed off on welfare reform just a couple of months ago…

 

https://www.reuters.com/world/uk/uks-starmer-offers-concessions-welfare-cuts-quell-labour-revolt-2025-06-26/

 

And then on top of that there’s the call to re-militarize the continent. Europeans may not be able to brag about their generous social safety net for much longer.

 

Edited September 2, 2025 by Dalal.Holdings

[DooDiligence]

Fed at a potential pivot point on jobs as storylines diverge

 

https://www.yahoo.com/news/articles/fed-potential-pivot-point-jobs-100443698.html

[Spekulatius]

Disrupter and new IPO $FIG down to $52 and change but still up from IPO price of $33. I think it’s quite possible for the stock to drop below the IPO price. Top price was ~$140.

This is not an extremely fast grower either.

 

[rossef2]

On 9/1/2025 at 9:07 PM, Sweet said:

And the central bank is reducing the rates.  Labour went on a spending and tax spree, they spent alright but they didn’t get the taxes they want.  

It's Labour, they can never tax enough taxes. The problem is spending which they'll never tackle unless forced too.

[Sweet]

1 hour ago, rossef2 said:

It's Labour, they can never tax enough taxes. The problem is spending which they'll never tackle unless forced too.

Yeh they put up capital gains tax, and guess what, I’m now not selling shit.  Enjoy your considerably lower tax next year.

[Eng12345]

Getting Rich on Rocks

 

I know there are a lot of you guys who are fans of aggregates etc. I thought someone would enjoy this story. 

[Spekulatius]

We are playing offense now:

FWIW, renaming every institution is straight from the dictators handbook.

Edited September 6, 2025 by Spekulatius

[DooDiligence]