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This sell-side analyst can see into the future. Stifel analyst wrote a note last week that predicted with remarkable accuracy every move $JACK announced today. Either it's a Reg FD violation or we have an early favorite for Institutional Investor’s All-America Research Team...

Country Club Bank should be the name of 30% of the community banks in the US

Great cautionary tale. You need that “next thing” after you’ve achieved financial freedom. The happiest rich people I know either: A) never sold their biz, but insulated themselves from all the headaches by hiring people to do the stuff they hate B) Pursued “passion” endeavors

Tried bottom fishing in $UNH today at $260. Got stopped out at $250. Worst trade implementation of the year. Violated almost all of my rules: 1) Never buy something for 10 mins that you wouldn't be comfortable owning for 10yrs 2) Always scale into positions (went full position

I always tell people this stat when explaining our investment strategy. They often ask how many banks will ultimately be left. My best guess is ~500 banks, but it will take another 20yrs to get there.

GS Marcus cutting online savings account rate by 10bps from 3.75% to 3.65%. Banks need to be proactively lowering deposit costs as this funding environment continues to ease. I suspect many banks are leaving some bps of NIM on the table by not being aggressive enough on COF.

Bears sound smart, but bulls make money.

Julian Robertson was a hero of mine. Met him 5-6 times and thru a roundabout way he was a Day 1 investor in my first hedge fund. Great energy, super smart, funny as hell, and always focused on integrity. A true giant in the field. He positively impacted so many this industry.

If the Russell 2000 ever breaks above its 200-day moving average, I won’t tell anyone, but there will be signs.

Less than 2yrs after acquiring Hostess, J.M. Smucker is forced to take a $980m impairment charge against the acquisition. Who could have predicted that a business selling toxic waste in gas stations isn't worth 18x EBITDA? $SJM