This is really funny. mcsweeneys.net/articles/the-d…

I would like to wish a Merry Christmas to everyone. I hope 2025 will bring all of you peace and joy. And if you’re looking for a good Christmas message, this one from Billy Graham is my favorite. sermons.love/billy-graham/7…

I hope everyone had a happy Easter Sunday! I am blessed to know many people on here and my wish is for everyone to have a season of renewal and the peace that surpasses all understanding.

Just for the record, I think $DLTR (Dollar Tree) was oversold today. Speculators bid them up after great $DG earnings and then bailed when $DLTR results were inline. The Q was solid. IMO once the albatross of Family Dollar is sold this summer, things will start to shine.

A lot of beaten-down consumer products companies w/ encouraging charts in recent days; an unusually big day today for most. Certainly possible they don’t sustain, but I’m trying to post more ideas and there are clear stop levels for these. $enr $clx $cl $epc $reyn $spb $smg $whr

Meanwhile at the Sahuarita Town Council Meeting...

May has a good analysis here as well as Brad. This was a good quarter for $CRM and I started a position today. Salesforce has insane amounts of data from its customers and they’ll build out AI capabilities to further unlock that data for those customers and revenue for CRM.

Reaction to this Q was much like the last in that you saw a full-year beat and raise (again), yet the stock backslid some on next-quarter concerns. I’ve added a little more and if a broad-market selloff takes it any lower, will add more. Family Dollar sale is complete. $DLTR

Concentration risk remains under-discussed on FinX. It is my pet risk factor so I need to share the below.

It seems to me that the logical end game if electricity demand trends hold is that the politics of power generation, permitting and usage becomes somewhat more like water rights are regulated and litigated today.

Beat-and-raise (again) for $DG and $DLTR (and $FIVE as well). I feel this correlates with the idea of a consumer who may be stressed and seeking more value but is still employed and thus does have money to spend. So, I still feel constructive on dollar stores.

This theme certainly seems to be continuing as, in the words of the Guggenheim analyst, “a lot of bombast around AI….while rebranding what seems like everything as Agentforce.” 🤣 Agentforce rev +114% with Agentforce ARR +330%. Can’t complain about that but will stock move now?

An owl has been regularly resting in one of my big mesquite trees in recent weeks. They are majestic and seem pretty unbothered by our human comings and goings. #owl #arizona #naturephotography

Merry Christmas! I hope the holiday brings each of you joy and peace that surpasses understanding. If anyone is looking for a good Christmas message, this one remains my favorite. sermons.love/billy-graham/7…

I wouldn't for a moment question that your life is difficult and filled with trial, but victory has already been won and is freely available to you every day.

Kakuryu swishing it like Curry. The way he held the pose, too.