Josh Kohn-Lindquist

Contributor @themotleyfool | Joryko- Businesses that improve the world | Dividends500- Simple dividend growth outperformance | AFCB

[Josh Kohn-Lindquist @Jorykoli]

What if we only bought growing stocks that have ROICs higher than their P/FCF?

Examples include:

$WINA
$FTNT
$NVO
$DPZ
$TPL
$AAPL
$MA
$MTD
$AZO
$ASML
$MEDP
$NSP
$KLAC
$NVR
$ULTA
$GWW
$BKNG
$INMD
$CROX
$MUSA
$PII
$UFPI

It’s not that simple, but just thinking out loud.

[Josh Kohn-Lindquist @Jorykoli]

“Mom, how did we get so rich?”

“Your father live-bet against the Spurs anytime they took a big lead in the 2026 NBA Finals.”

[Josh Kohn-Lindquist @Jorykoli]

4-4-2 vs 4-2-3-1 is a nice touch

[Nico @nicominga72]

4 Stunden Arbeit haben sich gelohnt: mein Snackstadion für die WM ist endlich fertig

[Josh Kohn-Lindquist @Jorykoli]

$MU is gonna be a bear though

[hrdk @hrdktwt]

Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.

[Josh Kohn-Lindquist @Jorykoli]

So cool

[Jermaine Curtis @JermaineCurtis]

When I was with the St. Louis Cardinals, we had a team meeting about hitting with two strikes.

Albert Pujols was leading it.

At the time, he was hitting something ridiculous with two strikes.

I want to say it was around .265.

Naturally, everyone wanted to know how.

So somebody asked:

"What's your two-strike approach?"

Albert's answer surprised me.

He said:

"I think fastball inside and hit it back through the middle."

That was it.

No complicated mechanics.

No secret formula.

Just:

Fastball inside.

Back through the middle.

I remember sitting there thinking:

"Why would you think fastball inside with two strikes?"

So somebody asked him.

And Albert said something I'll never forget.

He said:

"If I can hit a fastball inside back through the middle..."

"I can hit the fastball away."

"I can stay on the changeup."

"I can stay on the slider."

"I can stay on the curveball."

Then he paused.

And said:

"The ball gets deeper."

That's when it clicked for me.

He wasn't trying to pull the inside fastball.

He was using one thought to cover everything.

The more I thought about it...

The more it made sense.

So I started trying it.

And it changed the way I thought about hitting with two strikes.

Instead of worrying about every pitch...

I focused on one.

Fastball inside.

Back through the middle.

See it DEEP.

If you're struggling with two strikes, here's what I'd do tonight:

Round 1: Short Box

(Set the distance somewhere between front toss and batting practice.)

Have a coach throw only fastballs inside.

Your only thought:

"Fastball inside."

Drive the ball back through the middle.

10 swings.

Round 2: Mix Speeds

Now the coach mixes:

- Fastballs
- Changeups
- Breaking balls
- Sliders

But your thought never changes.

You're still looking:

"Fastball inside."

10 swings.

Round 3: Two-Strike BP

Every pitch starts 0-2.

Compete.

Battle.

Use the same approach.

"Fastball inside."

Back through the middle.

10 swings.

That's it.

30 focused swings.

One thought.

One approach.

One goal.

Drive the baseball back through the middle.

One thing I've learned:

Most hitters get worse with two strikes because they add thoughts.

Albert got better because he removed them.

With two strikes, simplicity is a weapon.

Thank you for reading,
Jermaine Curtis

P.S. - If you enjoyed this and thought it was helpful, please share it.

(When you share it, it tells me you want more content like this.)

[larold @AwfulRacing]

real fucking racing

[JANDY @Jandystl]

Oh nice. You just have to win every game for the rest of your life to get an NL Wild Card Spot

[Rushi @rushicrypto]

I genuinely think a lot of millennials are reaching the same conclusion at the same time.

We grew up watching technology make life better every year. Cell phones. iPods. Smartphones. An app for everything. It felt like the future was arriving right in front of us, and we couldn’t wait for what came next.

Then somewhere along the way, it changed.

Everything became a subscription. Social media became algorithms. Every day feels like another once-in-a-lifetime event. The things that were supposed to save us time somehow ended up demanding more of our attention than ever.

We were sold convenience.

What we got was a world that feels faster, louder, more expensive, and somehow less human.

And that’s why so many people I know dream about a completely different life now. Not more technology. Not more optimization.

Just a quiet job, a flip phone, a small town, and a place where life feels real again.

[Josh Kohn-Lindquist @Jorykoli]

I'm writing from the plight of the godless

Where pagans swap piety for shinier objects

And pretend to be a perfect pile of science and logic

Though it hasn't got us any less divided and conquered

- Aesop Rock

[Josh Kohn-Lindquist @Jorykoli]

The Venn Diagram overlap between people who can afford to attend World Cup games and people who ride Amtrak is so thin it would have to be created using $ASML's EUV machines.

[Josh Kohn-Lindquist @Jorykoli]

@AyJayL Such a stark difference from the days of 5 at the back most matches against the big 6.

[JANDY @Jandystl]

St. Louis Cardinals teams who have won at-least 28 of their first 47 games since 2000:

2026 (Rebuilding)
2015 (Won 100 games)
2013 (National League Champions)
2009 (Playoffs)
2006 (Won World Series)
2005 (Won 100 games)
2000 (Playoffs)

So much fun.

[Josh Kohn-Lindquist @Jorykoli]

Just got a spam text saying, “Not sure if you got my last text, but I’m a real person here to help.”

I might start using this spam format on my friends if they don’t respond to a text.

[Josh Kohn-Lindquist @Jorykoli]

civilization: can we have nuclear power please?

governments: no more, it's dangerous

big tech: we need nuclear power for AI

governments:

[dante @dantefofante]

You dont want a yacht. You dont want a big house. You dont want a super car, a $40,000 watch, or shoes you worry about getting dirty. You want free will.

You want to wake up naturally on a Tuesday and you want to go to bed when you’re done having fun. You want to say yes to everything that excites you without having to request time off. You want to go to the the gym at noon, in absolutely no hurry. You want to spend 18 hours a day doing what you love. You want to be exactly where you desire being, always. You want to spend as much time with the people you care about as possible.

You’re saying you wanna be rich? In what?

[Monday Q Info @acaseofthegolf1]

This is why I love opposite-field events.

A 9x PGA Tour winner, breaking down after winning his 10th eight years after his last win.

Awesome stuff.

[Josh Kohn-Lindquist @Jorykoli]

Click Clack @BrandtSnedeker

What a boss

[PGA TOUR @PGATOUR]

7 years, 8 months, 21 days.

Brandt Snedeker is back in the winner's circle @MyrtleBeachCl.

[Ryan @The_Ryan_Shull]

▫️23-15 in 2026
▫️Loaded farm system
▫️6 Top 100 picks in July
▫️Significant financial flexibility in coming years

Woke up in a good mood. #STLCards

[Leandro @Invesquotes]

When $TOST is up that’s bad for $FOUR because they are peers

When $TOST is down that’s bad for $FOUR because they are peers

Love it

[Josh Kohn-Lindquist @Jorykoli]

sad but 😂

[Alex Deutsch @alexdeutsch]

Adam Smith was just about beginning to believe he might finally be able to retire. Strap in mate, 4 year contract extension coming your way

[Fiscal.ai @fiscal_ai]

Zoetis is now in its largest drawdown ever.

-63.8% from highs.

$ZTS