@Tangible_Bruce@vitaliyk Geico was also never on this list for Buffett as evidenced by its near collapse in the 70s. Insurance could never be considered a business that could be run by an idiot because of the underwriting and use of leverage.
@RealRyanHess@leftcoastbsbl Yea the current system definitely concentrates top talent at specific schools, but it seems to come along with some sort of motivational or consistency issues as evidenced by all of the SEC flops in regionals and LSU’s regular season.
@RealRyanHess@leftcoastbsbl Little Rock, Cal Poly, and Troy all in supers this year. Coastal in the finals last year. Not the best evidence that small schools can no longer compete.
@Larryjamieson_ Decent amount of amortization about to hit if they ever release the trading system, but at the same time, FCF should inflect up. Interesting time.
@TreyHenninger Great results. Wondering if they intend to creep back to 10x leverage like they were in 2024 or if they intend to maintain 11-12x as current.
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