anderson

[Boring_Business @BoringBiz_]

All investing is coming to the eventual realization that the quality of management team is the only thing that ends up mattering

[anderson @macleodfuller]

@orrdavid Has there been any explanation as to why he’s done this?

Not the best look - a little discouraging.

[anderson @macleodfuller]

@stefanoscalia Swan Oyster Depot

[anderson @macleodfuller]

@ikogan_ @eroticacid Pretty sure Dyson sells a hair dryer that’s way more expensive than any substitute and people clamour for it.

Tweet is a simplification, but make your product a status symbol.

[anderson @macleodfuller]

@PaulSkallas Doing this would be tacit admission that America won’t be #1 forever, which is incredibly un-American.

Keep it coastal and always strive to be top dog.

[anderson @macleodfuller]

@jbulltard1 @SwingCityAlpha I mean Burry was right and I think made money with GME, he just didn’t expect (nor did Roaring Kitty nor anyone else) the unprecedented short squeeze.

[anderson @macleodfuller]

@rdd147 If blackstone defaults on RE-related debt an “dumps it” on the lenders, the lenders sell, sweep cash to pay their debt and Blackstone gets the residual, which if below equity mark results in a loss.

It’s not like they can magically make losses appear on lender’s balance sheets.

[anderson @macleodfuller]

@TheIcahnist What’s the source of the text?

[anderson @macleodfuller]

@Nik_Sanyal @DimitryNakhla They’re already repurchasing shares

[anderson @macleodfuller]

@GuiveAssadi Many successful athletes have red shirted.

There’s more to life than optimizing years in the labor force. That extra year could give them confidence, perspective, you name it.

[anderson @macleodfuller]

@Eric_Erins Spend enough time on here they’ll convince you it’s $40M

[anderson @macleodfuller]

@ShadesOfBlueAn1 Canadian or Dutch

[anderson @macleodfuller]

@Birdyword I’m convinced this data is falsified by Meta somehow through the Threads linkage to IG.

There’s just no way.

[anderson @macleodfuller]

@connorkapoor They need to actually check the sizes of carryons and gate check everything not aligned with code.

They also need to strictly enforce boarding / standing and waiting rules to keep things efficient.

[anderson @macleodfuller]

@BoringBiz_ I thought there was a big trend of pushing out older folks in high finance?

[anderson @macleodfuller]

@jbulltard1 Same thought reading that tweet

[anderson @macleodfuller]

@jbulltard1 Yep - outside of building inventory, financial maneuvers to “improve” affordability just increase demand and consequently drive up prices of limited inventory.

[anderson @macleodfuller]

@great_martis At this point how do you play it though - metals have already ripped.

I feel like materials stocks plays / anything that benefits from inflation / decreased rates in short term…

[anderson @macleodfuller]

@sidecarcap If you buy a company at book, its value is underpinned by presently-held assets that could be sold today

[anderson @macleodfuller]

@eastvillageguy Heard a similar story from a friend who went. He said no but fired one at nothing - it ended up going over a hill and no one saw where it blew up so they let him shoot another 😂