bob

[bob @eric7411]

@bkaellner I watched this from the sidelines -- Li Lu, Mohnish Pabrai, you, etc. I’d love to read a real postmortem from the people who actually had skin in the game: “Here’s what I thought I owned, here’s when I sold, and here’s why.”

[bob @eric7411]

@SoritesMinor @aaron_renn Greece, 2002-08. Michael Lewis wrote this great article about it: https://t.co/QiESzoOUeW

[bob @eric7411]

@FrankLuntz Can you share the age band splits?

[bob @eric7411]

@saylor and the unlevered

[bob @eric7411]

@mattyglesias I refuse to believe that the great-grandchildren of the Dunkirk generation don't still carry that spirit deep within them. Their parents' generation may have put them into this "Weak men create hard times" phase of the historical cycle. But that Dunkirk spirit is still there.

[bob @eric7411]

@LukeGromen @Geiger_Capital Any way to get dividends included in the numerator? Seems more apples-to-apples

[bob @eric7411]

@sentientist loving doesn't fluctuate; liking does (especially when they're younger)

[bob @eric7411]

@wtkthecontrari1 parody account. “274 sport” not “247 sport”

[bob @eric7411]

@robkhenderson Wow, I never thought about it. I majored in FIGH-nance; I work in fih-NANCE

[bob @eric7411]

@CultishCreative @TR401 @profplum99 I *knew* you reminded me of somebody. SpongeBob! Cheerful, friendly, optimistic. And really into patties.

[bob @eric7411]

@BisonInsights Vermilion $VET ?

[bob @eric7411]

@Geiger_Capital Build, baby, build

[bob @eric7411]

@bkaellner My favorite example of this: https://t.co/yCgs1z76Cc

[bob @eric7411]

@hkuppy “Usually, cash flow is king, ROIC is the queen and everything else is simply stock promotion.” Killer line @hkuppy

[bob @eric7411]

@bkaellner @chriswmayer $MSFT just missed the date range with its March 1986 IPO.

[bob @eric7411]

@dollarsanddata High-income renter here. Buying the house we rent would cost ~60% more per month. Owners benefit from their lower rates & purchase prices, but I'll come out ahead by investing that 60% gap. Plus, I'll keep future geographic optionality.

[bob @eric7411]

@spotgamma thanks!

[bob @eric7411]

@MacroAlf Short $QQQ, long $VTLE

[bob @eric7411]

@charliebilello love your work, Charlie, thanks for consistently publishing high quality work for free. I do have to push back on this one: I'd call it a sample size of 2, not 75. It basically shows that early-Covid and the GFC had huge volatility, but everything was fine a year later.