Cool shoutout from Pat McAfee on $DAKT.

$DAKT absolutely crushed Q1'26 earnings stock up +27% $DAKT was one that we wrote about in December of last year prior to how we knew tariffs would impact the company We did highlight risk mitigation via its domestic facilities against competitors. We held on through the

I try to stick mostly to investing. But today more than ever, that feels inadequate. Carrying a heavy heart: the anniversary of 9/11; the murder of Iryna Zarutska, a refugee who fled war only to be killed riding public transit; Charlie Kirk, a young father of two, hunted for

Has anyone done Hogan Assessment’s for their entire team? Considering one for our upcoming offsite. It is a decent amount of time commitment and $, so curious if any followers have had good or bad experiences? Thanks in advance.

Every year, Alta Fox speaks with 100+ public companies. We invest in only a select few, but we present just one “Fox Award.” The Fox Award is our way of recognizing an outstanding management team that has shown: · Exceptional leadership · Smart capital allocation · Strong

Bughouse chess is, imo, one of the most fun and stimulating strategy games. Would be wildly popular if more people knew how to play. However, it will always be niche because barriers to entry are high: must have significant knowledge of basic chess rules, understand bughouse

If you know of any super talented industrial analysts that may be open to a change for an outstanding opportunity, I know of a great opportunity/seat that just became available. DM me (and I will keep it confidential and pass along the relevant info).

Can Keegan still play? 😳

I like Keegan Bradley and was hopeful he’d be a good captain… but what is he doing…?!

We would be better off choosing a random MIT statistics undergraduate to be US captain than who we’ve gone with the last two Ryder Cups. Being a good current or former PGA tour player has little to do with picking optimal statistical teams. Why do we overthink this…

Ryder Cup Musings: -If a player can’t play, that should be a forfeit not a half point… -Shouldn’t be able to tie. All that build up and then there’s no concept of overtime? So many potential fun formats: -Pick one player… head to head sudden death. Would be electric.

Ryder Cup: yes, Europeans have played amazing, US has struggled, Keegan’s picks have been head scratching. But not enough has been said about a boring layout at Bethpage. Widened fairways, no rough, slopes towards the greens. Way too easy for the best players in the world.

Great comeback effort. Tough to leave that putt short.

Doesn’t get better than this in ⚾️

Hoping for a good outcome for Mexico.. I have never been tempted to visit Mexico despite being very close (in TX), having many friends prefer the destination, and the many beautiful destinations. A friend’s family was followed from the airport, robbed in traffic mid day, and

Cool to see Shankland have such a strong tournament... would be fun to watch him compete in the Candidates. Bittersweet he had to knock out Dubov who is such an exciting player to follow.