DiversityCopOut

sympathy case at sellside place.

[DiversityCopOut @DiversityCopOut]

Wingstop looks good at this valuation. Especially if it starts going a bit lower due to Iran war

[DiversityCopOut @DiversityCopOut]

@DanielDiMartino My grandparents helped build the Guri and it’s a shame what they’ve done to it.

[DiversityCopOut @DiversityCopOut]

@brentmuio @KairosPraxis @compoundpapi ATRL should spin its nuclear business. Their CANDU technology is great as countries don’t need enriched uranium to operate them

[DiversityCopOut @DiversityCopOut]

Congratulations to $INTU for going from a growth name to a value name

[DiversityCopOut @DiversityCopOut]

@PythiaR Google issuing billions of dollars to secure the pipeline

[DiversityCopOut @DiversityCopOut]

Maybe we’re all fucked

[DiversityCopOut @DiversityCopOut]

Was denied a beer today at the Mets game because my ID is not sideways. Mind you, the state wanted $100 to replace my vertical ID + dealing with the DMV.

With this ID I’ve been able to through security, vote, and even obtain my marriage license.

Alcohol? God forbid

[DiversityCopOut @DiversityCopOut]

@sindap @zerohedge $4.8mm for doing jack shit. Lawyers are a fucking cancer

[DiversityCopOut @DiversityCopOut]

It’s actually really clutch. Work is way faster for research but actual slide building and excel is something the Banks’ approved AI work applications are not there yet and is lagging behind Claude and others, might be based on reliance with Microsoft products tho and they’re lagging

[DiversityCopOut @DiversityCopOut]

Modine $MOD trading at around 17x EBITDA on 2027E. Think the buyout thesis may be weaning away given the size. Combination of $MOD and $SPXC or $AAON could be very very interesting for the marketplace

[DiversityCopOut @DiversityCopOut]

@DanielDiMartino Pre war levels of oil prices are too low for the amount of capex needed to bring the industry in Venezuela back to life. Even if it is worth it, there’s going to be some US gov guarantees in order for them to actually want to do anything

[DiversityCopOut @DiversityCopOut]

@BoringBiz_ Don’t forget about the general matter’s nuclear component ;)

[DiversityCopOut @DiversityCopOut]

Yet Europe doesn’t understand that supporting theUS mission against Iran would’ve put Europe in a safer place. Oh well

[DiversityCopOut @DiversityCopOut]

Got some pushback from Claude today because I asked it to pull some financials for a few public companies.

Guess they’ve already built the cost savings on API part into the system

[DiversityCopOut @DiversityCopOut]

@negligible_cap Ew

[DiversityCopOut @DiversityCopOut]

Trump loves to make deals and his mistake was to assume that the Iranians would be negotiating in good faith. They’re just drawing this out as long and far as they can with demands of victors. Question is also what do the other Arab states want to do? Are they gonna sit it out and just let the US and Israel do all the fighting for them?

[DiversityCopOut @DiversityCopOut]

@komodo_capital This is indeed a very interesting write up. It’s a great business. I think the question is on the RRPs and what the marketplace is going to look like in a few years and if there’s a place for TPB to be playing in.

@compoundpapi would love to get your thoughts

[DiversityCopOut @DiversityCopOut]

A lot of futuristic movies do not show characters consuming social media or other social vices. Thinking of Star Wars. Do they show Padme consuming hours of Instagram reels?

[DiversityCopOut @DiversityCopOut]

France:

[Tobacco Insider @tobaccoinsider]

FT: French nicotine pouch ban is "attack on Swedish way of life", Swedish Trade Minister says

Stockholm smoulders over France’s "absurd" penalties of up to five years in prison and a €375,000 fine for possession of nicotine pouches

https://t.co/xeG7elByw3

[DiversityCopOut @DiversityCopOut]

I wish I was alive to see the fall of the Soviet Union.