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VMS (mostly)

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@BH57183 @maria_drutska Brain rotted

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@scoopercooper @JGGCDN Cohodes is a fool. Caused Home Capital Group to get sold down on no actual news just shit posting. Would not listen to the man to tell me the weather.

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@SingleDallasGuy @AP The new chair will not be independent

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@SharpeShark “Snake oil salesman gives back portion of proceeds”

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@FundasyInvestor What’s abbott done for Texas lately

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@NicoperJES Wouldn’t pinetree need to submit filings if they were to sell? Would also be a bad look given the explanation for the share sale if they sold so quickly after shezad

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@C4stro62 @VirtuaMcPolygon @douglasritz @FraserNelson Bro. Google is a thing. Try it

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@nmtuan_14 Danaher, appfolio as a case study

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@varunv_malhotra @atelicinvest What % probability would you peg that?

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@TheIcahnist @mastersinvest Is this true? Tobacco, c-stores are 2 that come to mind immediately

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@Rick_Ferri @BarackObama Love all your work on index funds which I’ve followed over the years, but dissapointing that this is your take in a situation where multiple angles show a straight up execution

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@VikingVan100 Any info on their public equity performance over 5, 10, 20 years? Much appreciated!

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@invest091 @GarpandChill Flat on last 5 years

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@anni_sen Used car salesman vibes

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@KairosPraxis Rings of Amazon buying whole foods. Was a good entry for Costco (~$151 if memory serves)

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@rookisaacman @JDVance Sad

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@0xmatthewb @tobi This assumes the IRS headcount is sufficient. Any data to back this up (eg service levels, etc)?

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@EverydayCap @CJ0pp3l

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@Tintincapital @atelicinvest And all was well again…

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@TidefallCapital @jay_21_ Send it to 0