John James

New York Yankees, Giants, Value Investing, Film Noir, classic rock.

[John James @BlogBoyTweets]

@YankeeSource I'd bring back 73 year old Ron Hassey at this point

[The Beatles Legacy @TheBeatlesPMcC]

5 juin 1989, Paul McCartney publie "Flowers In The Dirt", un album qui annonce surtout son retour sur scène après dix ans d'absence.
A la différence du précédent album, celui-ci permettra à McCartney de retrouver un succès commercial digne de son rang. Nouveau partenaire de renom, Elvis Costello, producteurs en pagaille et nouveaux musiciens destinés à le suivre en tournée.
Pour toute ma génération, voir McCartney sur scène, c'était tout simplement le Graal.
"My Brave Face", Paul McCartney, 1989.

[John James @BlogBoyTweets]

@JomboyMedia In 2025 form.

[John James @BlogBoyTweets]

@CC_Sabathia Good thing the AL stinks overall.

[Danny Deraney @DannyDeraney]

It was 59 years ago today...that Sgt Pepper was released.

5 months later Carol Burnett with Bobbie Gentry, Gwen Virdon and Phyllis Diller paid tribute on the 6th ever Carol Burnett Show.

[John James @BlogBoyTweets]

@JoezMcfLy Someone give him a Snickers.

[BaseballHistoryNut @nut_history]

1977 World Series Game 6: DiMaggio throws out the first pitch to Munson. What a memory

I love how Howard Cosell had to point out where Joe DiMaggio was at the pitcher's mound. He was 62 (almost 63) years old there. You could feel the presence of "The Yankee Clipper" right through the TV.

[John James @BlogBoyTweets]

@chiky_handlr Yeah but this episode cost $10 million to produce.

[John James @BlogBoyTweets]

@its_The_Dr That's my problem too.

[John James @BlogBoyTweets]

@MatthewKeysLive Overhead costs for this a bit lower than CBS gig.

[Growing Up Retro @GrowingUpRetro]

Are you this old?

[Dimitry Nakhla | Babylon Capital® @DimitryNakhla]

Warren Buffett on Mr. Market and stocks selling at silly prices:

“The beauty of stocks is they do sell at silly prices from time to time and that’s how Charlie and I have gotten rich…

In the market you’re going to have a partner named Mr. Market, and the beauty of him as your partner is that he’s kind of a psychotic drunk and he will do very weird things over time.”
___

Mr. Market is not telling you what your business is worth. He’s offering you a price — every day, on thousands of businesses — and most of those prices are wrong in some direction. Some days he’s euphoric and will pay you 60x earnings for a business worth 20x. Some days he’s terrified and will sell you a great business at 12x because the latest headline scared him.

The investor’s job is not to listen to Mr. Market. 𝐓𝐡𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫’𝐬 𝐣𝐨𝐛 𝐢𝐬 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐭𝐡𝐞 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐬 𝐰𝐨𝐫𝐭𝐡, 𝐢𝐠𝐧𝐨𝐫𝐞 𝐭𝐡𝐞 𝐝𝐚𝐢𝐥𝐲 𝐧𝐨𝐢𝐬𝐞, 𝐚𝐧𝐝 𝐨𝐜𝐜𝐚𝐬𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐭𝐚𝐤𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐡𝐢𝐬 𝐦𝐨𝐨𝐝 𝐬𝐰𝐢𝐧𝐠𝐬 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞 𝐩𝐫𝐢𝐜𝐞 𝐡𝐞 𝐨𝐟𝐟𝐞𝐫𝐬 𝐝𝐢𝐯𝐞𝐫𝐠𝐞𝐬 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥𝐥𝐲 𝐟𝐫𝐨𝐦 𝐢𝐧𝐭𝐫𝐢𝐧𝐬𝐢𝐜 𝐯𝐚𝐥𝐮𝐞.

𝙏𝙝𝙚 𝙢𝙞𝙨𝙩𝙖𝙠𝙚 𝙢𝙤𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨 𝙢𝙖𝙠𝙚 is reversing the relationship. They treat the daily price as a verdict on the business rather than an offer they’re free to ignore. When the price drops, they assume the business has deteriorated. When the price rises, they assume the business has improved. Most of the time, neither is true.

Your edge (psychological) is not predicting Mr. Market. It is recognizing him for what he is — a psychotic drunk with a quote machine — and waiting patiently for the moments when his mood gives you a gift.
___

🎙️ Berkshire 2012 Annual Meeting | CNBC Warren Buffett Archive

[Baseball by BSmile @BSmile]

You just can't beat "Gathering Crowds", the classic closing theme song to "This Week In #Baseball" (May 1984) #TWIB #MLB #SaturdayMorning

[John James @BlogBoyTweets]

@BronxBomberBall "Holy cow... you see how the head movement in his load, White?"

[John James @BlogBoyTweets]

@WFAN660 Dr. Tiki

[John James @BlogBoyTweets]

@GeraldoRivera Dividend increases for ExxonMobil stock holders!

[First Fellow @spluscollective]

A fun story, Imagine you're building a Data Center. I did a tiny exercise into explaining what stock comes where in the process.

Step 1: The Foundation

Before you can even think about AI, you need a massive, specialized building. You start by calling Sterling Infrastructure $STRL to handle the heavy site transformation and foundation work. Once the concrete is set, you bring in Comfort Systems $FIX. They are the masters of the complex mechanical and plumbing systems that serve as the "arteries" of the building, ensuring everything is perfectly leveled and ready for high density hardware.

Step 2: The Power

AI chips are hungry for electricity. To prevent your data center from blowing a fuse the moment you turn it on, you need heavy duty electrical switchgear and power management. You reach out to Powell Industries $POWL to build the specialized equipment that manages the high-voltage flow. To keep the power steady and the chips from melting, Vertiv $VRT steps in with cooling systems and uninterruptible power supplies. In the world of AI, heat is the enemy, and Vertiv is the air conditioning of the future.

Step 3: The Brains

Now you need the "Gold" of the 21st century. You call NVIDIA $NVDA or $AMD to secure the latest Blackwell or H100 GPUs. However, NVIDIA is the architect, not the builder. They send their blueprints over to Taiwan Semiconductor $TSM, the only factory on earth with the precision to print these trillion transistor chips. They use $ASML machines, duh! While they are at it, ARM Holdings $ARM is likely involved in the architecture that keeps these chips efficient.

Step 4: The Body and the Rack

A chip sitting on a table is useless. It needs a body. You call Super Micro $SMCI or Dell $DELL to take those NVIDIA chips and mount them into high density server racks. These companies are the "integrators." They design the chassis, the power delivery to the board, and the liquid cooling manifolds that wrap around the GPUs. Without them, you just have expensive paperweights.

Step 5: The Nervous System

With thousands of chips in the building, they all need to talk to each other at blistering speeds. This is where the networking heavyweights arrive. Broadcom $AVGO and Marvell $MRVL provide the specialized "connectivity silicon" that allows data to move between chips without a bottleneck. Arista Networks $ANET provides the massive switches that act as the traffic controllers for the entire data center nervous system.

Step 6: Moving at the Speed of Light

Inside the data center, electricity is too slow and too hot for long distances. You need to turn that data into light. This is the "Optics" phase. Fabrinet $FN acts as the high end manufacturer for the complex optical gear. You buy specialized components from Credo $CRDO for high speed cabling, and you look to Corning $GLW, Coherent $COHR, Lumentum $LITE, or Applied Optoelectronics $AAOI for the transceivers and lasers that shot data through fiber optic cables at 800G speeds.

You now have a living, breathing AI powerhouse. Every time a user asks an AI a question, money flows through this entire chain. From the dirt moved by $STRL to the light pulses from $GLW, you have built a machine that is the backbone of the new economy.

I just gave a multi billion dollar blueprint. Good luck building one 😂

[Albert Soo @albertsoo_]

Filmé en gros plan, maquillé façon mime Marceau, Dylan peint un tableau impressionniste de l'échec de son mariage.

Bob Dylan - Tangled Up In Blue

[Matt Steichen @Matt_Stike]

The GOAT

[Kevin Gallagher @KevG163]

RIP John Sterling 🕯️

The broadcasting legend was obviously known as the "Voice of the Yankees".

His only pro football broadcasting work was with the World Football League's New York Stars.

Here's John and Jets legend Matt Snell calling the Stars' home opener on WMCA, July 1974