Hermit the Frog

Many questions, few answers.

[Jeremy @Jeremy40874880]

@mattvanswol 20,000 false testimonies to protect a man from the overreach of a government

[Hermit the Frog @_RibbitRibbit_]

@JRP1877 @MichaelRl Ayyyyyy

[Hermit the Frog @_RibbitRibbit_]

@MichaelRl @ohthatscalebb 👀

[Hermit the Frog @_RibbitRibbit_]

@wholemars Bought all my shares back in 22, with the plan to hold to 2030. The key is not caring about what happens in between. Stick to your thesis, or get the ETF out.

[Hermit the Frog @_RibbitRibbit_]

@LeoTiste_ @anthony_lipira @found_it_funny

[Hermit the Frog @_RibbitRibbit_]

@Sttephaniee @Te_Erika If you read it twice, then you would know they can't lock him up.

[Hermit the Frog @_RibbitRibbit_]

@piques15 @joecarlsonshow

[Denise 🇺🇸 @NoDMsPerfavore]

TODAY'S LESSON IN IRONY…

THE FOOD STAMP PROGRAM IS ADMINISTERED BY THE U.S. DEPARTMENT OF AGRICULTURE. THEY PROUDLY REPORT THAT THEY DISTRIBUTE 40 BILLION FREE MEALS & FOOD STAMPS TO OVER 37 MILLION PEOPLE ON AN ANNUAL BASIS.

MEANWHILE, THE NATIONAL PARK SERVICE, RUN BY THE U.S. DEPARTMENT OF THE INTERIOR, ASKS US, "PLEASE DO NOT FEED THE ANIMALS". THEIR STATED REASON FOR THIS POLICY BEING THAT..

"THE ANIMALS WILL GROW DEPENDENT ON THE HANDOUTS, AND THEN THEY WILL NEVER LEARN TO TAKE CARE OF THEMSELVES".

THIS CONCLUDES TODAY'S LESSON.

ANY QUESTIONS?

[Hermit the Frog @_RibbitRibbit_]

@Agisuticaeagis @SimpleThoosie @inherentlyso @unusual_whales Your first point still stands.

[Hermit the Frog @_RibbitRibbit_]

@DavidGSteele1 @KurtSupeCPA I forget sometimes that emo kids became adults.

[Brivael Le Pogam @brivael]

J'en peux plus des mecs de plus de 20 ans qui croient encore au Père Noël.

Alors je vais t'expliquer, comme à un gosse, à quel point c'est attardé de croire au socialisme.

T'es dans une classe de 30 élèves. Un élève bosse comme un fou et a 18 de moyenne. Un autre fait rien et a 4. Le prof décide que c'est injuste et donne à tout le monde la moyenne de la classe : 11.

Celui qui avait 18 arrête de bosser. Pourquoi se fatiguer si ça change rien ? Celui qui avait 4 continue de rien faire. Pourquoi bosser si on te donne 11 gratuitement ?

L'année suivante la moyenne de la classe est à 7. Puis 5. Puis 3.

Le prof ne comprend pas. Il pense que le problème c'est que les élèves ne sont pas assez solidaires. Alors il met en place des punitions pour ceux qui ne font pas assez d'efforts. Il surveille tout le monde. Il décide qui étudie quoi. Il interdit de changer de classe.

C'est exactement ce qui s'est passé. À chaque fois. Dans chaque pays. Sans exception.

URSS, Chine, Cuba, Venezuela, Corée du Nord, Cambodge, Éthiopie, Allemagne de l'Est. 40 tentatives. Même résultat. À chaque fois.

Le socialisme punit ceux qui produisent et récompense ceux qui ne produisent pas. Tout le monde finit par ne plus produire. Et quand plus personne ne produit, le gouvernement utilise la force pour obliger les gens à travailler.

C'est pas un accident. C'est le design.

Le Père Noël, au moins, t'arrêtes d'y croire vers 8 ans.

[Hermit the Frog @_RibbitRibbit_]

@fiercepatricks If homosexuality was the norm, we wouldn't be having this conversation because we wouldn't have been born.

Do you look at your parents kissing the same way?

[Hermit the Frog @_RibbitRibbit_]

@MichaelRl @ohthatscalebb That's fair. I'm not seeing a whole level shift either, but 40-50% upside looks delicious.

[Hermit the Frog @_RibbitRibbit_]

@JRP1877 @MichaelRl Anyone who bought at 350ish is playing the game right 👍

[Hermit the Frog @_RibbitRibbit_]

@MichaelRl @ohthatscalebb One word, moat. Once they see return from the capex, watch what happens.

[Hermit the Frog @_RibbitRibbit_]

@ohthatscalebb @joshkaineallen @MichaelRl Some of us didn't. I gobbled up 34 shares yesterday at 351 and super happy about it. This is only a capex ROI concern mixed with customer concentration risk (openAI). Their fundamentals haven't changed, so it was a clear dip play. Really excited for the next 6-12 months.

[Hermit the Frog @_RibbitRibbit_]

@darthvaderbater @TheGoatCapital @Micro2Macr0 @fiscal_ai @grok Commercial real estate.

[Hermit the Frog @_RibbitRibbit_]

@WolfgangRichtEU @CleavageCrumbs Elon didn't want the subsidies, as it only helped his competition. Tesla was the only one making electric cars for a profit at that time. The subsidies were helping all the rest who were selling at a loss.

All my best.

Hermit