DR

Investor looking for a few mispriced businesses. Be patient. Think properly.

[DR @DR_1858]

2016 Thru 2025 - 10Y Results

DR 255.3% vs. SPX 169.0% = 96.3% excess returns
CAGR: DR 22.0% vs. SPX 14.8%
MOIC: DR 7.29x vs. SPX 3.98x

P.S. Health is wealth.

[DR @DR_1858]

Déjà vu

[Mia Talias @miatalias]

Nothing out of the ordinary happening in France, or in Italy, or in Belgium, or in Europe, keep walking

[DR @DR_1858]

The silver lining of the Katie Zacharia situation is that it's causing millions of leftists to publicly argue, in effect, that filling important jobs based on reasons other than merit is bad--which is a strange position for people who staunchly defend DEI.

[DR @DR_1858]

To Peggy's incompetent social media team: Minnesotans don't have to heat our homes with heating oil b/c a giant privately-owned ($BRK) pipeline network brings nat gas from oil & gas wells in TX/NM/OK/KS to utility customers across the vast majority of MN. Thank you capitalism.

[Peggy Flanagan @peggyflanagan]

The cost of heating oil is up 64% thanks to Donald Trump and Michele Tafoya's illegal war.

A "Florida Woman" like Tafoya might flee south every winter, but these rising prices will put millions of Minnesota families in dire straits. End this war.

https://t.co/HJR6nQJCZ6

[DR @DR_1858]

@GravityAnalyti1 Too much government interference/involvement is the real reason housing, healthcare, education, and etc. are way more expensive than they need to be.

[DR @DR_1858]

@Glinner ...

[DR @DR_1858]

@redsteeze Moronic tweet.

[DR @DR_1858]

@BeaverdaleCap I'm embarrassed for you. You're tilting at windmills. Good luck to you.

[DR @DR_1858]

Now that the roles have (optically) been reversed, get ready for nearly every Leftist who celebrated Charlie Kirk getting shot in the neck to suddenly be vehemently against a person getting shot in the neck.

[Mayor Zohran Kwame Mamdani @NYCMayor]

This afternoon in Marble Hill, a New Yorker was shot by an ICE agent in a residential neighborhood. Early reports indicate agents surrounded him and a 5-year-old child in his car before firing multiple rounds. We believe the child was physically unharmed.

This is an unconscionable and incredibly serious situation. I have called the President; when we speak I will demand that he ends all ICE enforcement actions in our city. I will not stand by while ICE agents terrorize our communities.

Our thoughts are with the injured New Yorker and his family tonight. We are praying for his recovery.

Get ICE out of our neighborhoods. Get ICE out of our hospitals. Get ICE off our streets. Get ICE away from our children.

Abolish ICE.

[DR @DR_1858]

You're making a fool of yourself. One can think law enforcement shouldn't use their weapons carelessly/incompetently, while also calling out the despicable hypocrisy of leftists who celebrated an innocent conservative-figure getting assassinated but are furious that a foreign criminal got shot while fleeing law enforcement.

[DR @DR_1858]

@BeaverdaleCap Roles = Shooter vs. shot. Although I agree that Charlie Kirk's shooter could be labeled a domestic terrorist. Might want to look up the definition of a domestic terrorist (again).

[DR @DR_1858]

Long $Ole60

[DR @DR_1858]

@garrygolden @JTLonsdale “Apply real thinking:” Domestic oil production doubled during Obama’s presidency *despite* his administration’s policies. Same applies to the Biden administration. Correlation != causation.

[DR @DR_1858]

@adamcarolla The French Laundry***

[DR @DR_1858]

Trump bans federal student loans for various college degrees with overwhelmingly terrible or negative ROIs. Smart move, wish it would've happened a decade ago. Also, below is a textbook example of disinformation from left-biased media outlets.

[The New Republic @newrepublic]

Trump is banning students majoring in degrees that don’t make enough money from taking out college loans. Degrees for social work, art, religious studies, teaching aides, and music will be hit the hardest. https://t.co/6tV30STfyc

[Voices of Liberty @VoLDaily]

“Becoming rich in the private sector comes from serving others, while in the government it is the result of serving oneself at others’ expense.”

— Javier Milei

[Elon Musk @elonmusk]

@WSJ There hundreds, maybe thousands, of fraud rings of almost every nationality stealing money from US taxpayers

[Alexander Stahel 🌻 @BurggrabenH]

Every Western nation should be required to publish these statistics weekly.

Sunlight would kill the progressive-left strategy of silencing inconvenient facts with “NAZI!” smears and sanctimonious lectures about „tolerance“.

[DR @DR_1858]

@MaplehoodUnited You're not denying that prominent progressives, Democrat officials, and aligned institutions advocated for and did many fascistic things from 2020-2024, you're saying "the ends justified the means"... You're 100% correct on the former!