$NFLX good luck responding when $PSKY raises their bid . Shareholders will love it .

$BHC . I’d like to see it trade 10mm shares today . Paulson can’t buy any more , but at this disparity to $BLCO , perhaps they revisit the suspended buyback .

Rick Rieder would be an excellent Fed Chmn choice . Setting aside his prior political donations , I only see two points of resistance : he may not be malleable enough and he doesn’t like to wear a tie. $BLK

Suggested Polymarket selection - will $SLV issue a Creation Halt on new shares before the end of February? $JPM $BLK

$NFLX Diller interested in CNN ? Every incremental glimmer of hope that you are the winner makes your stock go down .

$SLV I’m waiting for a third tier $BTC miner turned data center developer to create an SPV to process scrap silver and export to Shanghai.

$ASST needs the Semler scraps to have significant value to justify this EVNav .

I’ve never been a fan of $MSTR , but goobs in the press keep referencing their $BTC cost basis , which is of course irrelevant unless we are discussing taxes .

$NFLX Maybe send the other guy to testify before the Senate next time .

SNL level skit being created right now between Sec. Bessent and Maxine Waters Treasury Secretary Scott Bessent “ I want my time back”

$COTY to Gemini: “ we completely peed our pants for the quarter , so please create a press release filled with meaningless corporate jargon to divert attention “

$GOOG why do we need to listen to Wall Street Strategists right now . People are lining up to buy 100yr bonds and they all aren’t Austrians . What else do we need ?

$KHC The Board finally looked up the definition of dis-synergies . I’m sure it had nothing to do with $BRK’s registration statement .

David Einhorn , controversial but not a dummy , is forecasting an aggressive series of Fed cuts this year and is expressing that bet in SOFR futures . He is clearly back as “ head of Macro “ at Greenlight .

$HVT.A Haven’t seen one like this in quite a while . 5 day chart of a thinly traded stock with extraordinary volume . Its brother , $HVT was essentially unchanged during the period Where are those Stock Watch guys who were chasing Bud Fox in Wall Street ?

$NFLX is suffering from a market distrust of their strategy pivot and the fear they raise the cash component of their deal . They must be considering a CVR ( contingent value right ) to deal with the Discovery Global valuation problem . This of course would be disguised

$NFLX is suffering from a market distrust of their strategy pivot and the fear they raise the cash component of their deal . They must be considering a CVR ( contingent value right ) to deal with the Discovery Global valuation problem . This of course would be disguised

$PSKY ‘s moat is Nance , Immelman , and Balionis . PGA TOUR

hey $TPG and $BX, listen to the $BHC conference call . It’s been over a year since you walked away from a bid for $BLCO. $BHC just said “ all options are on the table “ for disposal of its 88% position .

$NFLX how many times did we hear “ long term “ in that interview , which is just code for it will take forever to get paid back , especially if we are forced to raise our bid .