nick steele

boise born n' bred. been poking around the west ever since trying to connect the dots.

[nick steele @NickPSteele]

@EricWHickman In your opinion, at what point does it become concerning and/or problematic?

[nick steele @NickPSteele]

@yimbyism @FreeTrashFlow @RickPalaciosJr Or profit margins need come down…

[nick steele @NickPSteele]

@KAErdmann We are definitely going to have to “pay them”, that’s for sure.

[nick steele @NickPSteele]

@EricWHickman @MaryDalyEcon Good stuff. Thanks Eric

[nick steele @NickPSteele]

@EricWHickman @MaryDalyEcon Besides technology components, are these actually economic booms or just inflation?

[nick steele @NickPSteele]

@EricWHickman @MaryDalyEcon Besides technology components, are these actually economic booms or just pricing inflation?

[nick steele @NickPSteele]

@EricWHickman @MaryDalyEcon But the composition/drivers of the 2.5-3% environment have changed since 2024, no?

[nick steele @NickPSteele]

@moseskagan Political ramifications notwithstanding (which seem to ebb and flow in a republic), the older I get, the more I think that grass may actually be greener on the other side.

[nick steele @NickPSteele]

What a wonderfully written piece on the duties of being a husband and a father.

[Greg Cello @gregcello]

https://t.co/rTGNoSu6Ek

[nick steele @NickPSteele]

@thmoneycircle OP units

[nick steele @NickPSteele]

@mattmvinson Or $GOOG needs what $BRK (BHE) is selling?

[nick steele @NickPSteele]

@Pembrokestcap @Ross__Hendricks Almost endless re-investment cycle/opportunities with these businesses/industries at reasonable ROIC and will likely look very similar in 100 years as they do today. Little opportunity for wasteful spending and moat-y by way of capital required and regulation. Buffet-esque.

[nick steele @NickPSteele]

@LouMannheim87 @TheStalwart @MattZeitlin Bet we see some $GOOG data centers announced in BHE markets in the next several years.

[nick steele @NickPSteele]

@SouthwestAir @AlaskaAir @AlaskaAir 43 min. wait time to receive a text?? What a joke…

[nick steele @NickPSteele]

Hey @AlaskaAir fuck you! Just got told by your check-in agent that you won’t accept my bag cause I was 4 min. late. Traveling with 2 kids under 5. It was all their stuff. Last $$$ you’ll ever receive from me and will make sure I spread the good word. Seriously…fuck you.

[nick steele @NickPSteele]

@SouthwestAir @AlaskaAir the entire experience with you is terrible. Couldn’t add a checked bag to my reservation. Wasted an hour or more over several days trying to figure it out multiple times to no avail. Turns out you can’t do it until 24 hrs. prior to departure for some reason…🤔

[nick steele @NickPSteele]

@SouthwestAir @AlaskaAir @AlaskaAir just tried to check-in for my return trip. I am no longer on the reservation to return home with my family…just called your customer service number; 42 min. wait time. Can’t make this up…

[nick steele @NickPSteele]

@SouthwestAir @alaskaairlines @AlaskaAir Would have been my first flight with @AlaskaAir. Won’t make that mistake again.

[nick steele @NickPSteele]

@SouthwestAir @alaskaairlines @AlaskaAir almost forgot…received this text from you this morning. Super fun experience with you!