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Investing hedonist. I have dollars (plural) under management.

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@joeriwestland Same for me in term of shipping exposure. Sold too much, too early!

When talking about a shift to a cashflow multiple model, are you thinking in terms of next few quarters, or long term? I'd think it's back to NAV-based when demand starts cooling

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@clement_molin That map has Mykolaiv (NE of Kherson) marked as Mariupol.

Thanks for your work - great stuff!

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@christankerfund 🤡

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@ecommerceshares $MSFT is a safer bet. Azure and cloud compute demand keeps growing, and the productivity tools aren’t going away

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@christankerfund I wonder why. Granted, TEN is cheap, but what's with the timing of the outperformance

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@realEstateTrent Amen. Zoning laws and other local restrictions are the #1 contributor to the housing shortage in the states.

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@realEstateTrent

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@realEstateTrent Cooking and dishes don't go away entirely, but it's a meaningful improvement both in terms of 'free' time and mental health.

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@realEstateTrent We found places a few places with large portions, balanced meals and quality food which stays tasty for days. Mediterranean dishes work well, pasta is a good option. Use it for both at-home meals and (the majority of) the kids lunch for school.

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@realEstateTrent A beautiful post, love it

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@ecommerceshares Love this kind of analysis!

One point I'd make is that buybacks may not make much sense. In this competitive environment Google's focus is on providing superior product & capturing market share. Don't know if acquiring Wiz is the right move, but it follows that strategy.

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@hkuppy @dmiko789 Try searching something negative, like ‘trump sexual misconduct’. Same behavior - no autocomplete. This could be just following their (fairly standard) policy of removing suggestions that can affect elections.

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Today I woke up with a nagging toothache.

It’s annoying.

But life is short. I’m not letting some meager pain distract me from experiencing a more profound existential angst.

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@kingdomcapadv @RahimSIsmail Pardon my ignorance, but what does DOE stand for?

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@agnostoxxx I see your $XBI and raise my $GBTC

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@hkuppy

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@dana_marlane “- TASS”

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@contrarian8888 Good ole buy low/sell high (in either order)

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@PauloMacro 👏👏👏