Minimum Risk-Maximum Reward

Learning every day

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@JohnHuber72 whats your take on their support for the sodash mine..good use of capital?

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@ToddWenning no impact yet from the movie either??

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@DrewCohenMoney What few business metrics does he think are the most useful to look at in terms of Copart? Would be great if you can compare and contrast the ones you consider important and have a conversation around it

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@GSpier For a man of your intellect and generosity, its honestly horrendous when you turn a blind eye to all the bloodshed thats been happening

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@DrewCohenMoney why does he continue to add to Salesforce with AI disruption? also, if he like Salesforce, then why not ServiceNow?

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@JonahLupton thanks! have they explicitly stated that they will pass the prices by raising transplant rates

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@QualityInvest5 are you concerned about the Vantage score repricing or the new notes issued by Fico?

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@gordocap18 Where are these numbers taken from. I dont see them on my Morningstar subscription

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@OphirGottlieb @zscaler What do think about the GAAP EBIT still in the red after sk many years

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@QualityInvest5 only a super confident and honest company would do that!

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@QualityInvest5 @QualityInvest5 with all due respect, the depth of your content is going down. The brilliant analysis you did on Adobe is not matchable with the recent videos on service now, for example

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@varunv_malhotra $NOW, $CRM, $WDAY

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@OracleNYSE @grok will $ANET be a beneficiary

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@KobeissiLetter @grok does it mean $ANET loses out since they mentioned AMD accelerators rece tly

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@GoldenLacLLC @grok why would $DDOG's revenue acceleration be out of this world for the next 3-4 quarters

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@cannibalstocks I get the torque these producers have if prices shoot up, but why would you not buy $NRP which can give you the best of both worlds

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@DimitryNakhla @grok what industries remain then if we take out the industries that Hohn doesn't invest in

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@Kelvin_Sbh5 @Jason28108 @bayblackdiamond @Aggie_CIO @AggieCapitalist @grok how are $par and $tost different in terms of product offerings

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@grok @PaliUce @fiscal_ai @grok now do FCF after adjusting SBC