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yuppie

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@JakeFleshner @iiiitsandrea like?

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@jwalkermobile You lost me at L&B. Can you even call that pizza?

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@sterlingcrispin Fini needs to be on this list.

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@seanjagermann @alecsicecream They make single serve cups too that are incredible. (and mitigate the risk of the disappearing pint phenomenon haha)

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@AlexCorrino The bubble isn’t in the multiples, it’s in the margins.

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@MTSlive “gets nothing” (owns 42% of the company)

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@Jason @SMVCapital $LOTR is the only suitable ticker for Anduril.

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@seanjagermann @MaxMulvihil @eatboldbar But don’t you kinda play there anyway based on the macro profile of the bar, albeit with a 50% larger bar for 50% more money? My sense is that most consumers have had their fill of a bar after 200ish calories, no matter how good the bar is.

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@founderwithadhd This reminds me of one of my favorite tweets of all time.

[Elon Musk @elonmusk]

@thesheetztweetz They can shake their fist at the sky

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IMO a bar with 200 calories (14g protein) for $3 a pop would be the sweet spot -- no need to compete with the protein maxxing segment of the bar market. Also, IMO we're past peak protein maxxing via bars, and people will soon realize that drinking protein is a cleaner, lower-calorie, simpler, less-bad-tasting way to maximize protein intake if that's your goal. Taste, texture and ingredient quality will reign supreme in bar land over the long term.

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@seanjagermann @MaxMulvihil @eatboldbar have you considered making the bars smaller? 300 cals on the larger size. wouldn't be surprised if many of your consumers are eating the bars in half portions. i guess you're working back to the 20g protein figure?

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@theallinpod uniqueness is fleeting. in the words of lord Bezos, your margin is my opportunity. and your silly multiple is my opportunity to get filty rich. competition will eventually come to ruin the party.

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@amitisinvesting Why must our govt keep doing the stupidest thing. Why.

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@Pro__Trading Because it will drive home prices up even more. I don’t know why some people can’t understand this?

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@DavidD_Chapman The 50Y rate will be higher and the home will be more expensive. Net / net this will hurt buyers and help owners and lenders.

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What we truly need is a crash in housing prices, not to make houses "more affordable" at current prices with creative financing structures. This would be most simply done by loosening regulations and building SIGNIFICANTLY more houses, but this will be deeply unpopular with older, wealthier Americans who have benefited from home appreciation over the past 3 decades.

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@VladTheInflator happy to engage with you but i’m not following what you’re saying here.

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@nejatian Not if causes prices to go up 30%. Need to solve the supply side. Need more houses and fewer financial buyers.

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@diptoexit @deusexdividend brother they are debt free.