BullishBarry

BTFD

[Boring_Business @BoringBiz_]

The masculine urge to consolidate a small fragmented industry through accretive tuck in M&A deals at below industry multiples

[SMB Attorney @SMB_Attorney]

We don’t have an affordability crisis. We have an expectations crisis.

These 1,000 square foot brick homes were printed in mass in suburban Detroit in the 1950s and 60s to support an exploding population.

This would solve our housing problem.

But no one wants this anymore.

[Anish Moonka @anishmoonka]

In 2015 a writer named Tim Urban sat down and counted the days he had left with his parents. He was 34, healthy, both parents alive and well. The number came back around 300. Less time than he spent with them in any single year of his childhood.

The post is called The Tail End, on a blog called Wait But Why. The idea is to stop counting your life in years and start counting it in events. Reach 90 and you get about 4,680 weeks, and every one of them fits on a single sheet of paper. Maybe 60 more winters after that. If you read five books a year, that is 300 books, picked from every book ever written.

Those things at least spread out evenly. A third of the way through life means a third of the way through your pizzas. Time with the people you love does not work like that. Almost all of it sits at the very start. Then it is gone.

For your first 18 years you are around your parents nearly every day. Then you leave for college or a job in another city, and a normal adult sees their parents maybe 10 days a year. So the day you move out, you are already at 93 percent. Urban was living in the last 5 percent and had no idea until he drew the chart. He called it the tail end.

It does not stop at parents. His two sisters, after a whole childhood in the same house, had around 15 percent of their time together left. The four friends he played cards with most days in high school were down to their last 7 percent. Nobody had a fight. Nobody moved away angry. Life quietly spends the time for you while you assume there is plenty left.

You do not have to be old to be near the end with someone. If your parents are alive and you live in a different city, you have probably already used more than 90 percent of the days you will ever spend in the same room as them.

His one instruction is about that last stretch. When you are down to the final days with someone you love, treat that time like what it is, which is almost gone. The rest is the tail end, and it is much shorter than it feels.

[John Fadule @fadule_]

Sean McVay:

-jacked
-chill
-Super Bowl champion
-youngest coach in NFL history (30)
-wife is a 31 out of 10
-loved by his players
-succeeds in Los Angeles the worst spots city in the world (where people can explain Black Mirror episodes better than the rules of football)
-will crush it in broadcasting whenever he feels like retiring from coaching
-amazing at being serious but you can tell he’s also a blast to party with

If you’re not a fan of Sean McVay you’re not a fan of life.

[Robert Sterling @RobertMSterling]

Andrew Carnegie donated $2B (in current dollars) to build 2,500 libraries. Most of these beautiful buildings still stand today, over a century later, anchoring downtowns across America.

MacKenzie Scott, on the other hand, incinerated $26B on woke NGOs with nothing to show for it. Nothing she has funded will endure a year from now, let alone 100.

It would be tragic, if it weren’t so disgustingly wasteful.

[John LeFevre @JohnLeFevre]

Homeless, yachtless Elon Musk, who actually builds rockets, EVs, and neural tech trying to benefit humanity, should apparently cough up $50 billion in taxes on unrealized gains.

Meanwhile, Laurene Powell Jobs ($15B inherited), Nancy Walton ($20B inherited), and MacKenzie Scott ($40B divorce) never built shit, never risked shit, and never shipped a single product that changed the world.

But they get the praise and zero scrutiny. Because they have the right politics.

(BTW ~25% of Walmart employees are on government benefits.)

[signüll @signulll]

it’s fascinating how much modern internet driven capitalism turns everything into a slop bowl.

starting with chipotle, through to infinite salad places, etc.

if you think deeply it makes a ton of sense because the bowl is the perfect capitalist vessel.. it’s:

- incredibly modular (swap proteins/bases, same labor flow)
- easily swappable labor
- optimized for throughput (assembly is linear, no plating skills required)
- margin friendly (+ tons of room for upsells)
- instagram native (overhead shot, radial food composition, screams “healthy”)

this same dynamic is now proliferating across froyo which is effectively yet another sorta premium slop bowl (+ insane lines too boot) which also costs upwards of $15-20 per instance.

pretty fascinating to see internet driven convergence of every dynamic.

[vittorio @IterIntellectus]

this is why they’re so adamant in banning homeschooling and controlling entertainment and media

political affiliation is heritable and if you’re not having kids (leftism is evolutionary maladaptive), the only way you can spread your ideology is institutional indoctrination

[Dudes Posting Their W’s @DudespostingWs]

The Florida Gators team with Tim Tebow had a special workout called “Midnight Lift” on Friday and Saturday nights from midnight to 2am. They went on to win the National Championship in 2008

[🅿️ @the_P_God]

Rich not famous. That’s what most loser tech bros haven’t realized yet.

Finance bros have largely perfected this. Look at Jamie Dimon. CEO of the largest bank. Hasn’t started a podcast with his “besties”. Does the occasional interview. But largely remains out the public eye.

Meanwhile many tech bros are driven by their innate insecurities and force themselves on the public.

[CFO, Big Cat Corp @VPBigCatCorp_]

My wife riding shotgun when she sees brake lights a quarter mile ahead

[Boring_Business @BoringBiz_]

Regardless of whether you agree with his policies or not, have to admit that we have not seen a politician interact with constitutes like this in a very long time

This is exactly why he continues to garner popular support

[Just Another Pod Guy @TMTLongShort]

“Hyperstition is a cultural concept and self-fulfilling prophecy where a fictional idea, once circulated and believed, acts causally to bring about its own reality.”

[College Football Zone @CollegeFBonX]

Me watching all this then ordering a miller lite and asking him to turn on the Kansas State vs Baylor game

[Cernovich @Cernovich]

Trump is the only POTUS in my lifetime who would speak with such clarity against the goddess atheists and terrorist communists.

[Hunter Horsley @HHorsley]

This is a 2 minute video about taxing the wealthy.

There is no mention of programs it will fund. Or why the tax dollars are needed. Or what the money would be used for. Or how those less fortunate could be supported to themselves become wealthy.

The benefits are no longer the point.

The implicit message is about punishment. Punishing those doing well is now good politics.

Sign of the times —

[Clifford Asness @CliffordAsness]

One of the major problems with Trump has always been what horrors come AFTER him. I, and many others I know (not a unique insight of mine), have been worried about this since 2016. Trump has been a problem in so many ways. The now far further to the left (on socialism and anti-semitism) nuts in the democratic party running everything after him is doom, and Trump’s extremeness has opened the door to them.

Trump has allowed the left, through many actually terrible actions of his (law-fare for pure personal revenge, making republicans sign on to the litmus test lie that 2020 election was stolen, epic familial corruption making Hunter Biden look like a rank amateur) and yes also through an awful lot of unfair TDS (sometimes he really is joking and they pretend not to know, and many times they just make stuff up as they hate him — see “good people on both sides”), to move further and further to jew-hating socialism and soon communism. Yeah, some pedantic twit will always say “its not real communism you need to read the definitions like us learned ivy league idiots have, blah blah blah means of production blah blah blah” as they intellectually bully those who are actually correct in all practicality — the DSA is not yet openly proposing all of Cuban communism now, but if you doubt that this is the DSA’s end goal you have paid no attention, and controlling the means of production through regulation and taxation is, in fact, owning the means of production. Did I mention the jew-hating? Yes the right also has an insane broken jew-hating problem too, you know Tucker, and darling Nicky F, and Candace the special, and many others; but there’s great dispute about it intra-party on the right where on the left repeating the outright provable lies about genocide and apartheid is now a full on litmus test for a dem primary with little to no allowable dissension). Trump makes dissent about lies like the 2020 election punishable by excommunication. That’s gross. The left does the same thing with even more consequential lies and blood libels that have been disproven in the extreme. Then they repeat their lies over and over and use their ubiquitousness as some kind of polling proof that they’re true.

Hating and opposing Trump (have you seen their cookie cutter commercials? — every pissant dem candidate now just brags about “taking on Trump” which they generally did only in rhetoric filmed for TV) has become all they need to do while slipping in the the DSA/jew-hating horrific policies they want to install, and for many have always wanted to install but now see an opportunity.

For some on the left Trump hate been being sufficient for them to let them to be their disgusting (yes DSA socialism and jew-hate is disgusting) selves. For some, and I don’t know which is worse, they’ve just seen where their party is going and are joining the commie jew-hating marching band for their career advancement (e.g., Brad Lander is out front twirling his baton as he pulls gold teeth). Either way it appears to now be death in a dem primary to say “Hey maybe a giant wealth tax is a bad idea as there is zero evidence that this is our problem and everything we say about the rich not paying taxes is a lie” or “Hey, you know, all the evidence is that Israel is fighting as humane a war as any in history. What we or any western european country would’ve done to Palestinian civilians would’ve been way worse if Hamas killed as much of our population as they did of Israel’s and hid behind them — check out the allies bombing in WWII, and I don’t just mean Dresden, I mean allied bombing French civilians in Normandy during D-day in devastating manner, with pre-calculated giant casualty estimates (Google “transportation plan WWII”) sanctioned by de Gaulle who saw it had to be done becausnevil nazis were embedded amongst them — sound familiar? — war offers horrific choices but choices that nearly all others in similar situations have made way harsher than Israel.

[Mike Solana @micsolana]

250 🇺🇸