You’re the man Bobby Jenks. Rest in Peace.

The New York Police Department (NYPD) has identified the off-duty officer that was killed attempting to stop today’s shooting in Midtown Manhattan, as 36-year-old Didarul Islam, an immigrant from Bangladesh and 4-year veteran of the NYPD. Officer Islam is survived by his wife,

I don’t know that everyone else in sign on/ identity security getting taken out and integrated into broader cybersecurity platforms is bullish for $okta.

Josh Shapiro the Israeli Defense Force veteran? thedailybeast.com/resurfaced-jos…

#Oasis still has it.

Me looking at my cybersecurity shitcos after realizing that $cybr got taken out at 20X sales.

I hate owning $bgc. Shit awful governance with the retired CEO’s two 20 year old sons on the BOD. Employee comp taking up almost 10% of FCF. I just want to see where their upstart rates exchange goes.

Thank God Illinois ran Ken Griffin out of town. We’re all so much better off.

Thinking the move might be to buy $nvo, $adbe, and $hon and just forget about the market for a while.

Sold my $BGC because I can’t stand the management. Bought some $TW at 108. Bought more $TW today.

The Duke of Atholl has a Crown Charter allowing him to raise and maintain a private infantry regiment and it’s 50 old guys running around in dresses. What a waste of an opportunity.

Bought $AMTM in August. Defense contractor spin out of $J with exposure to missile defense and nuclear contracts. Biggest Q is whether a more focused management can improve margins. Knew it would be a slow burn but the fast money flying around has me looking like Tyrone Biggums.

On Tim Cook, “He could tell if you were lying. My boss would say “If he calls on you and you get the number wrong, he’ll try again next week. If that’s wrong, he’ll never call on you again.”

When Lehman Brothers went bankrupt in 2008

$RNR is set to repurchase 1.325B between 4Q25-2Q26 according to BAC. It’s got a market cap of 11.4B.

IAMA fucking idiot for buying $fi two days ago.

$CRGO Do you plan to do anything with the warrants that expire in 2.5 years? Zvi Schreiber: "The warrants? No, I mean there's a bunch of warrants out there, but the strike price is high. I think it's $11.5, isn't it, which is unfortunately far from our market price." Ouch.

Gasoline is a battery. It stores ~12,000 Wh/kg chemically, but ICE engines are only ~30% efficient—so you get ~2,500 Wh/kg of usable work, minus 300–600 kg of engine + transmission dead weight. System-level, that’s ~1,800–2,000 Wh/kg. EVs are already ~300 Wh/kg, but electric

In light of the Venezuelan news, I wonder who owns that massive heavy crude refinery in St. Croix nowadays. I know they went bankrupt a couple of times.

Fuck it. I bought $now call options. 150 strike plus the premium. One year to get there. See what happens.