Dylan

Real estate, equities, and energy | Infrequent posts about life, the universe, and everything

[Dylan @dfkenn]

Be liquid when others are fearful.

[Real Estate Ranger @EstateRanger]

The classic quote is, "Buy when others are fearful and sell when others are greedy."

What they don't tell you is access to capital is non existent when "Others are fearful"

So good luck with that, lol.

[Dylan @dfkenn]

Ignorance? You have the equivalent of 10,000 Libraries of Alexandria in your fingertips...and you choose ignorance?

[Dylan @dfkenn]

@maxddc @nicotinecap Name the other 493 😂

[Dylan @dfkenn]

@rhunterh True wealth is...

[Dylan @dfkenn]

@cjsnowdon @respeculator Well said

[Dylan @dfkenn]

@SassytxSonia Try it with lemonade

[Dylan @dfkenn]

@rohde88 Widows and Orphans. Retirees. FIRE folks. Basically, anyone who indexes, yeah?

[Dylan @dfkenn]

@BluthCapital Even more so now that they've bifurcated physical and digital pricing

[Dylan @dfkenn]

@donkeyDdevelops @loomdoop

[Dylan @dfkenn]

@BluthCapital Checked again.

Velo plus was $5 off when buying 2 ($2.5 off per can)

Zyn was save $7.50 on a roll ($1.5 off per can)

And I think they had On Plus on a buy one can for $1.49 deal (limit one). Which is hella aggressive

Pouch wars in full effect

[Dylan @dfkenn]

@BluthCapital Seeing similar discounts in NC. Though also a Velo one at certain stations (can't recall structure atm, something like $2.50 or so off w/ limit of two. Makes two ~$5 cans come out to $7.26 with tax)

I approve of this from a market share gains point of view

[Dylan @dfkenn]

@loobah_l @pinpulleddrmf Cumulative or flat?

(Jk already know it's compounded)

[Dylan @dfkenn]

@moseskagan Also highly recommend reading the Buffett Partnership letters (or the book Ground Rules) and the recently and wonderfully arranged book Buffett & Munger Unscripted

[Dylan @dfkenn]

@moseskagan Totally agreed. Founders did a pod years back covering it too (for anyone wanting a synopsis before jumping in)

[Dylan @dfkenn]

@Definitely_Dave @coleruudjohnson @ChadGriffiths Put it all...meaning all the OPM...on the line? Reputation was the cheapest thing that was lost here.

[Dylan @dfkenn]

@real_MikeBarnes @BluthCapital Smart man. I have now round tripped and double dipped

[Dylan @dfkenn]

@real_MikeBarnes @BluthCapital 2024 or 2026?

[Dylan @dfkenn]

@taobanker Buffett Partnership had a 6% hurdle with a catch up clause. iirc the performance fees went into a separate bucket for the year until any underperformance could be netted out. But I might be mixing that last part up with Nomad, which had a similar structure to BPL

[Dylan @dfkenn]

@HiddenCreek Stories from people who've been coming here decades, 50 years in some cases, who are sharing this with kids and grandkids. Just a really special place

[Dylan @dfkenn]

@HiddenCreek Definitely hitting our busy season finally. Great community to be apart of and just a wonderful place overall.

Bought the campground in 22 and after being good neighbors the lodge just fell into our lap a couple years later.

[Dylan @dfkenn]

@HiddenCreek @TannerBuilds @TheTreehouseMan Saw the address on your website actually and looked it up, was pleasantly surprised it was the same place with the UTVs. Seems like yall are having fun in all kinds of ways

[Dylan @dfkenn]

@B0V1CE