Briggs Pond

[Briggs Pond @briggspondcap]

@HighBorrowCost @FIGfluencer That’s got to be MFS

[Briggs Pond @briggspondcap]

@buccocapital Strokes most overrated band of that time, fluffed by music critics.

[Briggs Pond @briggspondcap]

@Geiger_Capital He won because Dems put up a vegetable against him. After he got shot at and came off looking like a hero by some, the dems rushed to put up a highly disliked alternative. This was no mandate of Trump or his policies. You’re delusional.

[Briggs Pond @briggspondcap]

@WaterworldCapi1 Added a turn to my target multiple.

[Briggs Pond @briggspondcap]

@ValueStockGeek Durable but low growth stocks w high starting valuations have not done well.

[Briggs Pond @briggspondcap]

@Geiger_Capital Jfc, you really are the worst.

[Briggs Pond @briggspondcap]

@MidwestHedgie Doesn’t this capture driver preference to disengage so not apples to apples? In other words, it’s not just fsd not being able to handle a situation. I have no skin in the game here, so just curious.

[Briggs Pond @briggspondcap]

@itsintheprice @WaterworldCapi1 Some of the risk I highlighted have occurred. Cement pricing is flattish, Iija successor uncertain, mortgage rates are high, etc. With that said and after ytd de rate , the set up is somewhat like late 2022, but w some differences.

[Briggs Pond @briggspondcap]

@rhunterh This tweet is brought to you by Dow.

[Briggs Pond @briggspondcap]

@firesidealpha

[Briggs Pond @briggspondcap]

@GavinSBaker @farzyness The counterpoint is that the SpaceX employees that talk to you (an investor) have an economic interest in saying it’s solved while the PhDs don’t.

[Briggs Pond @briggspondcap]

@s_nav123 @realKunalAShah The engines and systems were always done externally and that is where the highest roic’s exist(ed). What was increasingly outsourced was aerostructures and those returns suck for the risk taken on.

[Briggs Pond @briggspondcap]

@WaterworldCapi1 @bryan_johnson @_katetolo Are you even in love with your wife if you don’t freeze her period blood?

[Briggs Pond @briggspondcap]

@rossiadam Too relatable

[Briggs Pond @briggspondcap]

@rossiadam That’s right. Let’s put grandpa and junior to work.

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@firesidealpha No one told his analysts if he really believes that.

[Briggs Pond @briggspondcap]

@the_transit_guy We carry a lot more freight by rail vs other countries. Much better use than carrying people.

[Briggs Pond @briggspondcap]

@PoopFromDaButt Fag

[Briggs Pond @briggspondcap]

@Vivek4real_

[Briggs Pond @briggspondcap]

@OJRenick United with no carry on included in basic. Suckering the masses with a bait and switch 3 years running.