Bill

Grumpy optimist

[Bill @W98AB]

Putting this here for me.

[Bill @W98AB]

@xvrmdf @blondesnmoney Everyone has way to much capital so risks are massively oversubscribed, rates are coming off a massive high and are getting rapidly worse. And will get a lot worse before the cycle bottoms.

[Bill @W98AB]

@hiltonholloway soooo many portugese restaurants here

[Bill @W98AB]

Somalian isn’t the 2nd largest ethnicity in Birmingham????

[Nick Harris @sportingintel]

Crystal Palace will have more players (12) at the World Cup this summer than Real Madrid (10).

[Bill @W98AB]

Very high probability with these things they didn’t even read the application. I heard about people getting rejected similarly then the director would email and they’d make up some excuse about a clerical error. When really they probably split the stack in half and binned it

[wasabi @louazabi]

refusée dans un master dans ma propre fac + dont la DIRECTRICE m’a fait une lettre de recommandation jmen remettrai jamais

[Bill @W98AB]

US big pharma operation going extremely well, got these guys in a death grip.

[fud reaper 🪦 @fudreaper_]

“He doesn’t usually like pineapples” is fryinggggggggggg me right now

[Bill @W98AB]

@DeepDishEnjoyer @SMNYC1 Rationalist + orgy + find a wife surely can’t go together.

[Bill @W98AB]

@acorn_capital @compoundpapi @deepvalueco It’s not bearish, it’s neutral, interest rates went up that’s helped, but that’s not new information. Already priced in. Looks at Lloyds like 2/3 of their profits over the last 15 years are from investment despite growing NEP like 150%

[Bill @W98AB]

@acorn_capital @compoundpapi @deepvalueco Yeah, I’ll be buying after they start pulling 🤣 stocks gone nowhere for a year for good reason. And that’s not fairfax specific, the market is not healthy from an earnings pov. Very healthy solvency wise which is a blessing and curse.

[Bill @W98AB]

@acorn_capital @compoundpapi @deepvalueco It’s been around here for years, if you want to bet on the direction of short rates insurance companies aren’t the best way to do it. Massively bullish seems a bit of an overstatement. If inflation rises that’s to Iran war then it could turn into a bad thing but fairly minor

[Bill @W98AB]

@acorn_capital @compoundpapi @deepvalueco Every insurance company can do this because they are all massively over capitalised. I’d wait and see which ones do a good job. Fairfax has been good through the cycle not the best. Buying all these GI names essentially at the top imo

[Bill @W98AB]

@MostlyMonkey Depending on the era its varies from not worth it to definitely not worth it, unless you entirely care about the brand. Aston Martins have not been made well for a everyone long time.

[Bill @W98AB]

Describe the economy of florida in one sentence for 5 marks.

[Naz @nazbowling102]

An uncomfortable amount of the economy is powered by men in their 40's working 60 hours a week to drop thousands of dollars on women two decades younger than they are

[Bill @W98AB]

@MostlyMonkey Its like a circle jerk of goverment lending money to itself? Id argue this is much better and holds goverment more accountable than having unfunded liabilities that they can just pass on and pretend someone is going to pay in the future.

[Bill @W98AB]

@MostlyMonkey what do you mean?

[Bill @W98AB]

This will probably get done because its not led by the goverment

[Sky News @SkyNews]

BREAKING: Europe's first Universal theme park is being built in the UK with £1.3bn in taxpayer support, it has been announced

Chancellor Rachel Reeves says that 'the £1.3bn is for infrastructure. It is for the roads and a new railway station.'

https://t.co/7Ym62c9sac

[Bill @W98AB]

Get made CEO of a monopoly, do nothing, make millions, its really that easy

[Barchart @Barchart]

Micron Insider Trading Alert 🚨

Chair & CEO Sanjay Mehrotra sold $38.4 million worth of $MU shares

[Bill @W98AB]

@BigBreakfastLob Hard to compare on hrs worked when germans are properly reporting and barely working 30hrs a week, then you see greeks are working the most in europe, italy is almost definitely under reporting etc

[Bill @W98AB]

@kchoudhu He’s running a very significant production business for a while now.