$ORLY on the log vs stock buybacks appetite Impossible to recreate the 2017 auto parts retailer selloff scenario, but since ORLY started their buyback program there are only two periods where their pace of repurchases approached 4% and lower. '14-'16 and today Due to a

The tragic murder of Charles Kirk has pushed us further down a dangerous path. It’s another example of how division, chaos, and media-fueled outrage are tearing at the fabric of our society. But let his death not be in vain. If anything good can come from this, may it be the

Rather than my word salad, an easy visual representation of the cyclical effects related to the prime high-spend DIFM vehicle fleet shift in addressable market for $ORLY, with smoothing of year to year noise. Comps aren't going to zero, but almost surely entering a period of

Over indebted and ex-growth, exiting a period of reckless capital allocation, now in the middle of one w/ a risk narrative and no catalysts... meets an emerging path of blocking and tackling overshadowed by #'s that are dead in the water for a couple years? Since July $SBAC

corporate.oreillyauto.com/2025/10/22/ore… As expected a modest share repurchase appetite to just 0.5% of shares in Q3 - a 2% annualized rate - a fraction compared to some quarters a few years ago A 2.5% y/y reduction in shares in Q3 is the lowest # posted spanning 56 quarters since 2011 inception

One of my favorite IR slides out there $WSO

If my kids aren't maxing out their 401K on day one of their first full-time job, I've told them I will disown them. Social Security eligibility should consider doing the same.

For those getting their max Backdoor Roth IRAs done early this year Updated step by step process here:

Scanning the watchlist of equities and the local real estate market for attractive investment opportunities today: Anyone else?

All time high $ALSN ir.allisontransmission.com/news-releases/…

Alright let’s go ahead and get Greg Abel up and moving in the bullpen… May see some debut buybacks here in Q1 $BRKB $BRKA

For the better. Questions in recent years have been very underwhelming and devoid of real insight. There’s plenty of past disclosure to deliver what investors need to know. Insights for $BRKB don’t change quarter to quarter, nor year to year really If that’s not good enough for

morningstar.com/news/dow-jones… 😴

Anon, do you know that Berkshire is actively reducing share count at recent prices and you don’t have to seek individual equity risk to benefit from tax-deferred compounding?