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A schmuck trying to get better.

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@PythiaR

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@PEoperator Same happened at my orientation for CBS. Me and two others the only ones who admitted they have been in a Walmart. I was the only one (of 250+) to go to a Dollar General.

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@BillBrewsterTBB None compare IMHO. A few copy cats (UNC, Madison Wisky, Notre Dame), but none compete for a plethora of reasons.

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@rhunterh Is the $10m net worth equivalent to their cash position, $BRK book value, or $BRK market value. Advance apologies for the lazy question here.

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@BillBrewsterTBB He is terrific.

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You deserve what you vote for. Crazy how NYC has suddenly become more radical than CA.

Even more crazy how America's 2 wealth centers are that most radical political environments. I do not understand how we got here.

[End Wokeness @EndWokeness]

IT BEGINS…

NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community"

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@PEoperator What role did you come in at?

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@InnocenceCapit1 That it is. But maybe we aren't the target market :coughs China:

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Ferrari will simultaneously open down tomorrow and fully sell out of the Luce.

[Polymarket @Polymarket]

NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.

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@patrick_oshag Sundheim, Ellenbogen, Mehta

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SpaceX targeting retail at absurd valuation. OpenAI rushing to IPO. Famous, respected investors saying this time is different. No track record investors getting billions to invest in the hot new thing.

These are things you see at the top folks.

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@PEoperator 100% what I bumped into. Also found an odd dynamic where execs scared to hire smart, hungry, pedigreed mid-30 somethings in fear that they were hiring their replacement. In fact, got that very specific feedback in one instance.

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@JD_Patrick @InnocenceCapit1 I couldn't disagree with that more. So the bulk of members at Augusta / Pine Valley aren't golfers? College golfers? US Amateur winners? Common man.

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@InnocenceCapit1 @JD_Patrick easy tell to say you aren't a real golfer.

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@SleepwellCap I think it will be either 1) really really cool 2) really really stupid and 3) will long-term damage the brand of AP 4) will mark the end of the "collab"

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@BronchickJ @mastersinvest this is the best take you have ever written.

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@oscarazocar50 @MackinacCap i have RARELY seen a holdco do as much. Typically what they end up doing is monetizing pieces of it and reinvesting back into the holdco. Whether it be via M&A or buybacks (in an attempt to close the discount).

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I sold all my shares in $IAC. By far my most painful investment that extended well beyond the financial loss. I was so very wrong.

I learned a ton of lessons from it.

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@MackinacCap I think that would be a homerun outcome for $IAC. My only question is why didn't they say as much?