Times like this--when 'my' ugly ducklings drop hard--are no fun Everything I buy keeps falling, and I feel dumb for being impatient. Then one day they stop dropping, and I feel dumb for not buying more Buying cheap stocks works well... but it comes with a lot of negative feedback

I am always early on these things, but I do love a good implosion. Talking about you, $TNET

$EHAB and $EHC won their lawsuit against VitalCaring's PE sponsors. Judgment is that $EHAB & $EHC get their legal & retention fees back, plus 43% of the PE firms' gains on VitalCaring We'll see what that 43% is worth... eventually law.justia.com/cases/delaware…

This $ATIP tender offer is a trip 'We're doing a recap, everybody out... seriously, there's the door - Get. Out.'

Last year I was a bit late in booking my tickets to the Berkshire meeting. The drive from Des Moines was quite pretty, but I don't need to repeat it this year... FYI: May 3, 2025

I am intrigued by $MRP... But when I read the Millrose docs I get this feeling like Lennar's giving me the finger and saying "checkmate, sucker"

I can't believe it, tomorrow Havas will report after the close - European time. Presentation at noon NYC time. For every other European company I have to wake up in the middle of the night - and it's rarely worth it.

Amazon without Prime is an awful experience. They slow walk your orders and constantly try to trick you into signing up for Prime (and when you do there are ads on videos) We tried cancelling in a good-natured test to see if it'd cut our spending (it did), and now we hate them

I'm reading through yesterday's $VFC presentation and it was all fine until Sun Choe started riffing about Vans All of a sudden I NEED to see this performed at a poetry slam. This. Is. Amazing.

Ugly day for $NEOG CEO Fired, missed and lowered guidance They're going slow with Petrifilm in-sourcing, which will hurt GM% next 1-2 years But... selling two businesses, and if I'm reading the transcript correctly they'll get $100m for them In 2 years: co will look very good

"Do you know the only thing that gives me pleasure? It's to see my dividends coming in, just to see my dividends coming in!" -John D Rockefeller Cosmopolitan published that quote in late 1908, and I like to think that he said it during the 1907 panic. I feel it more in downturns