Nick

Too conservative, too liberal, too odd

[Nick @Nick_gr33k]

@gregoryblotnick How are you thinking about liquidity in this concept and friction cost of getting in and out? More of European problem.

[Nick @Nick_gr33k]

@John_Hempton Compass Group (CPG LN)

[Nick @Nick_gr33k]

@JohnHuber72 It’s ludicrous suggesting that IAA’s scale is anywhere comparable to CPRT. It also doesn’t seem like any US tenders went to IAA over the last year to suggest actually losing share over and above your Progressive comment.

Amazing compounder at near through multiple.

[Nick @Nick_gr33k]

@RaoulGMI Been resisting the crypto world for a while, but can't ignore anymore. Top 3 RV videos as intro, before I get down the rabbit hole?

[Nick @Nick_gr33k]

@EnergyPeddler RDS at >15% FCFy shows you where the market is in Europe. Question is whether US gets lower or Europe higher.

[Nick @Nick_gr33k]

@casadelhabanolb what is your opening times ?

[Nick @Nick_gr33k]

@InvestmentTalkk @molesquadd @Angulorum_ Buy a cable from your tv port to lightening port on the side of your MacBook.

[Nick @Nick_gr33k]

@TheLastBearSta1 @OFFS51964094

[Nick @Nick_gr33k]

@AuroraIntel @NicoLongShort @OFFS51964094

[Nick @Nick_gr33k]

@chigrl Baker, SLB, HAL all been taking about it. More deflation is coming through.

[Nick @Nick_gr33k]

@chigrl Pretty amazing considering how oversupplied the Egyptian domestic gas market is. Zohr is running well below nameplate.

[Nick @Nick_gr33k]

@NicoLongShort To the extent it matters...

[Nick @Nick_gr33k]

@Midland_Mafia @OFFS51964094

[Nick @Nick_gr33k]

@ag76_biotech You mean a second healthy volunteer...

[Nick @Nick_gr33k]

@SKalyvas I would have loved to be part of that convo with @anneapplebaum referenced in the book. Great, but scary read!

[Nick @Nick_gr33k]

@ag76_biotech I thought that was our earlier today?

[Nick @Nick_gr33k]

@HurriCap Really liked Shoe Dog. Bob Iger's on his career though Disney is also quite good.

[Nick @Nick_gr33k]

@RaoulGMI The euphoria and retail stock traders frenzy reminds of the Florida Real estate bubble pre 1929, in terms of attitude and enthusiasm.

[Nick @Nick_gr33k]

@_inpractise They feel like a quote collection or an aggregation of old memos these days. Good but not the same...

[Nick @Nick_gr33k]

@ConnorD_LHC My September ones will probably have the same fate are yours....