@bourscheid $1 trillion is about $120 for each person alive today.
How would you allocate that $120 across home, food, and healthcare, to ensure universal happiness?
I mean, I'm all for the rich paying more in taxes. But you gotta be realistic.
@SimeonResearch_@Jollyroger6942 I can't locate proper data but it looks like $SMSH.TA trades for over 70x 2025 revenue...what makes them nonetheless appealing for you? They'd have to grow awfully fast to make that valuation reasonable.
@songadaymann demands that there be biological boys on their girl's sports teams, that schools assist children in hiding trans feelings from parents. Those people won't vote for Democrats if they feel values aren't shared, even if they're displeased with Republican economics or whatever. 2/2
@songadaymann It isn't about "the ones who are *actually* responsible for taking away [trans people's] rights." They're hopeless. It's about mainstream people who have no issue with trans people generally, but are severely put off by things that demonstrate alien and unacceptable values-- 1/2
@kylenabecker Actually it's both reasons. Freedom, entrepreneurialism, and Enlightenment values were central to our prospering. So were slavery and exploitation. Dismissing either aspect is willful ignorance.
@MidwestHedgie Jews have been oppressed, marginalized, and subjected to genocide for 2000 years. For that, there is going to be blowback. And that’s the context in which to view this.
@Mr_Neutral_Man@JeffBeckMadDog@PythiaR Thanks. Do their triple net leases have CPI based escalators, or just a fixed percent? If the latter, seems like with their duration they could get killed under an interest rate rise.
@Mr_Neutral_Man@JeffBeckMadDog@PythiaR Wondering about the appreciation potential on a takeout...I saw the current cap rate calculated as high 7's. Would a buyer really take this below, I dunno, 7 or 7.5? I guess they'd see potential to cut G&A a lot.
A warning to anyone considering a Wellcare @WellcarePlans Medicare drug plan! I learned today that they’ll claim to cover certain Tier 5 drugs, when they DON’T. They only deal with 2 specialty pharmacies—if neither dispenses the drug Wellcare “covers”, you can’t get the drug.