Olivia
Online
Fortune Fables
@FortuneFables
A doctor doing way too many things.
Joined July 2023
426 Following
129 Followers
978 Posts
@NYCMayor This would’ve been a great post yesterday instead of spewing hate. Your social media team forgot to read the room
@amitisinvesting @mindthelongterm By this logic, doesn’t Costco steal alpha? Brands sell through Costco and next thing you know, there’s a cloned Kirkland product on the shelf
@WAR527 https://t.co/yy1zFSXiyt
$SOC bonds were priced along with the equity issuance. $XOM debt is officially extinguished.
@OsborneCoggs Ave Imperator, morituri te salutant
@rubicon59 Great callback
@SayNoToTrading Maybe Apple did play the AI game the best. No capex and freedom to raise prices selling picks and shovels
@gregoryblotnick I’m really glad she wrote the biography even though it cost her the close friendship with Buffett. She did a recent interview talking about how she wrote him a letter and how he still loves receiving letters
@amitisinvesting Great post
@mcuban Age limits and term limits!
Banger
I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.
I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.
I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.
Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.
I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.
https://t.co/AEbj6no0wi
@Jason Age and term limits
@DrDiGiorgio “Rules for thee but not for me”
@ajak1033 It’s an all-time tweet
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