Ben Munro

Long time ex-pat, now home. Strong opinions, weakly held.

[Ben Munro @QualifiedView]

@NewYorker @jaycaspiankang Whether or not Kamala loses to Trump, something close to 50% of US voters will be voting for Trump. What is going on in America?

[Ben Munro @QualifiedView]

@michaelh992 @MazMHussain The Marshall Plan, post-WW2 was a demonstration of empathy post conflict. The subsequent peace in Western Europe was/is a direct result.

It may be too much to ask while the fighting is ongoing, but it seems to me that any hope for some eventual peace requires something similar.

[Ben Munro @QualifiedView]

@JeffMarek Please start a podcast.

[Ben Munro @QualifiedView]

@OriginalBraila Has it made you rethink your conclusions on any other investments? Vizsla?

[Ben Munro @QualifiedView]

@JeffVeillette Is that Morgan Reilly in the back?!?

[Ben Munro @QualifiedView]

@VegaVandal Look at their growth since company inception versus their peers from the class of 2001. Nobody plays the insurance cycle better.

[Ben Munro @QualifiedView]

@scottcwheeler Who do you prefer at 3LW right now? A.Nylander or Robertson?

[Ben Munro @QualifiedView]

@justinclark887 @igetredpilled 2012 was the trough, not a return to the peak. See Case Schiller: https://t.co/TLCbeJRFvH
5 years from top to bottom. Didn’t regain the top for another 5 or 6 years.

[Ben Munro @QualifiedView]

@TdLeaker Seems like wishful thinking. The problem is prices are too high. Can’t be fixed overnight by reducing frictions.

[Ben Munro @QualifiedView]

@ac_eco RCYC

[Ben Munro @QualifiedView]

@JeffVeillette Knies is pretty close to your definition at 21 years old. I’m don’t know what the expectation should be on how long it should take a non-1st rounder to become a top 6 player, but Robertson, Knies, Minton, Cowan seems like a pretty good run.

[Ben Munro @QualifiedView]

@JeffVeillette What should the expectations be for hit ratio on “impact players” drafted outside round 1?

[Ben Munro @QualifiedView]

@joshyoung Why resort to a parody account if you are confident in your position? But hey, it’s your credibility.

[Ben Munro @QualifiedView]

@joshyoung Are you posting a par9dy account and trying to pass it off as Trudeau’s actual account?

[Ben Munro @QualifiedView]

@SteveSaretsky You should drop the price.

[Ben Munro @QualifiedView]

@ntrider825 Was Forslimg this good last year? I remember Montour being the surprisingly good 1st D for them a year ago.

[Ben Munro @QualifiedView]

@KPapetti @J_FR3SH_ Silly to not use him in the best possible way to help the team win. IMO though, if he is worth >$11 million he needs to drive his own line and elevate the players around him. He should be on the third line with someone like Nick Robertson. Heavy PP and PK minutes.

[Jennifer Keesmaat @jen_keesmaat]

Traffic congestion in Toronto is hitting some kind of peak. Anyone who gets in a car to go anywhere in the core knows at this point the journey will be insufferable. Cars crawl along city streets, slower than walking - when they move at all.

What if there is a simple policy fix - a miracle of sorts...that can make this problem go away?

A thread:

[Ben Munro @QualifiedView]

@nhl_review @McguirePetrov The fact that DOPS condones it makes it part of the game. Pretty damning for the NHL.

[Ben Munro @QualifiedView]

@IneffectiveMath @SaraCivian Thanks!