Steam Pipe Trunk Distribution Venue

Stuff, mostly. And some other things.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@conorsen One podcast appearance and everyone knows about the movie.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@ScroogeCap goog putting the pedal to the metal. Capex to ramp significantly in ‘27 so competitors will need to follow w equity when their stock is not near 52wk high. Using their equity to their advantage. DCM order books way oversubscribed, credit avail not an issue today.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@conorsen FIFA has been previously proven to be a corrupt organization. Plus ca change.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@brianstelter Ehhh saw the legal letter to Pelley first. After reading Bilton’s rather limited Wikipedia page, Pelley seems right. Also, if you are the boss, don’t use We. Take responsibility. “Own it” in corporate-speak. “I have decided to part ways with …”

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@AyyouEm Leverage up, grow EBITDA slightly better than inflation, pay out dividends, get 2/20.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@patrick_oshag @GavinSBaker What up with his hair?

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@partners_road As someone senior said recently, and it came across especially cynically, “all investing is momentum investing.”

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@modestproposal1 This cannot be good for GDP or property values.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@ToddWenning Structure for Ted & Todd was 80% their picks beating index and 20% the other guy’s so as to encourage collaboration but it was individual performance and selection, not a team. And per Todd’s podcast appearances, a lot of chat time with WEB & Charlie.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@TechFundies @andrewdfeldman Semis are still awful cyclical businesses. We’re simply in a good hardware market where companies are making significant technical progress and facing shortages / unprecedented demand. Aka play it where it lies.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@HighyieldHarry Put the portfolio into a PT. Let the market clear!

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@jay_21_ John has been saying “bye bye” so stiff since he sold international to AMCX in like 2016. #sayonara

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@jupiters_string Have not looked at this in over a decade. What will cause comps to stabilize? New/better product? Cleanliness? Pricing? Went to a newish unit last summer and the SKU proliferation was crazy and it felt greasy. Tell how the numbers stabilize other than “easy comps.”

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

This is the content I am here for. Anytime I am forced to watch the sharks, I cringe at him, his history, and his “I want a 25% perpetual revenue royalty for $3”schtick.

[Marc Cohodes @AlderLaneEggs]

It wasnt 4.2 Billion Learning Company was a Fraud and Kevin was at the helm.. I was short it and Mattel wrote off more than they paid for it:.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@ZLiscow @florianederer @omzidar 0-50 the debt is to buy their primary residence. For the right tail it is borrowing against stock to buy a super yacht or Warner Brothers Discovery.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@conorsen What year is it in The Terminator plot line?

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@WhiteHouse No they don’t. Bring back the greatest generation, not the “me” generation. Tax the boomers. Means test SS. Lift the minimum age to 75, absent well documented disability. Make all income subject to SS tax. This is what fiscal responsibility looks like.

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@_ram_ Enjoy your visit at The Broadmoor!

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@rogerclemens https://t.co/kt4tLdrfBy

[Steam Pipe Trunk Distribution Venue @SteamPipeTrunk]

@conorsen Removing 5 points of capacity is cartel-like behavior.