within a few hours of exactly top ticking the TLT top, incredible cramer level work 👑

$FWRD proxy on DE reincorporation + deal timeline: "Reincorporating prior to the conclusion of its review of strategic alternatives would be expected to maximize value because it would facilitate broader participation by potentially interested parties, including Clearlake Group"

interaction with smb broker today: -I only want home services businesses >$500k EBITDA within 60 miles of [hometown] -Ok, here's a shooting range 500 miles away with $300k SDE that would be perfect for you

$300k SDE restoration listing asking $1.8m... and ofc it's a franchise. Transworld!

interesting article on CA insurance delay/deny fraud after wildfires kicker is that state farm/every other insurer involved is still losing money underwriting in CA long-term despite not paying valid claims, because state doesn't allow adequate rates nytimes.com/interactive/20…

10x SDE asking price for a $600k SDE hvac lol

first-time gen z searchers after paying 6x SDE for a rural hvac with $200k SDE (#3)

wild that this clown fake pm/activist could send a few dumb extortion emails and then the $djco board had to call an emergency meeting to address them, and an actual public company ceo had to spend days emailing back and forth with him sec.gov/Archives/edgar…

wild that nyc home prices for local landmark in trendy neighborhood can be negative since 2018 wsj.com/real-estate/lu…

thank goodness, this better be the last one. CFA Institute if you continue to spam email me despite repeated attempts over multiple years to unsubscribe from all yr emails, I will finally report you for an ethics violation of Standard I(C) – Misrepresentation + I(D) – Misconduct.

incredible mean restaurant review, best food writing I've seen since peak pete wells "The wine list has pages entitled “Refined, Smooth and Mature Reds”, possibly a category on OnlyFans." ft.com/content/cf3d4f…

Bearish value investors in 2025

>offer 4x for local cleaning company >broker asks 5.5x >walk away, listing goes down >5 months happen >relisted

imagine the reaction to biden or anybody else saying this while threatening to invade greenland