@Ron284Ron I’ll take the other side of that trade at 49.50 small to start. MKC has done a good job with other acquisitions. Stock was way too high during Covid at 90+ and pe of 30+. I like it here. Time will tell
@TiehackCapital @MultiMismanaged Stranger things have happened but tough to call a takeout of a 100 year old business. Happy to continue holding long term
@BadassSamurai@DanielSLoeb1 Don’t understand your point. They are hiring employees. They need id and sign a w9. Pic requirement is prob for liability. Accidentally hitting someone with some snow could bring a lawsuit. This seems proper procedure. Why would you think it’s a joke?
I read a lot of quarterly letters, and most lately are about AI.
Greenlight’s stood out: no internet-bubble history lesson or hype. Just simple questions, reasoning, and numbers.
Quick and balanced read, worth checking out👇
@carney The distinction I would make here is this is legal, temporary, immigration approved by legislation. If legislators want to eliminate it and you don’t then vote them out. But at least the resorts were employing legal immigrants. Unlike meatpackers
Looking forward to visiting to see it in person. Side note - the comments are a microcosm of our general discourse these days. Sigh.
JPMorgan Chase’s Soaring Skyscraper With Human Spirit https://t.co/AnSY9Dt1xj via @WSJBooks
@SammyRArmstrong I think This is location dependent. My Amish community in TN smokes and drinks beer. Not to excess-drunkenness unheard of. They are healthy, happy and great neighbors