How it started vs. How it's going

Could Berkshire Markel happen under Greg Abel? Adding $MKL ’s 37B insurance float Trading at a historically cheap 1.2x book value Activist Investor JANA Partners As the ultimate "Baby Berkshire," Markel’s unique insurance Ventures model fits Abel’s playbook

Everyone is talking about how it’s $10,000 to get into MSG for the NBA Finals. Not enough people are talking about how the Knicks publicly traded stock has outperformed pretty much everything outside of AI over the last year.

Yet another CEO who went off the rails threatening critics and short sellers, even picked a fight with @BagholderQuotes has been arrested for fraud $AZRH

To add to the list of 3rd base billy oddities: faked the buyout of $VIRT because he didn’t like the CEO Threatened critics who turned out to be 1,000% correct Shared a stage with accused pedophile Houston Wade 🤮

the current director of national intelligence is a guy who two years ago received a trophy declaring he “Fucks Only The Young” at an (oddly dildo focused) event he organized dedicated to the conspiracy that Bed Bath and Beyond never actually went bankrupt

$PCT has ripped 68.3% since @Mike_Taylor1972 pitched it at the Hedgeye Investing Summit in April. Short interest is at an all-time high of 51.5M shares, or 31.8% of float.

If you are short $PCT, and over 50% of the float of this company is shorted, you are now short: 1) the only company in the world that can produce FDA approved virgin quality rPP 2) with a growing regulatory mandate (EIGHT states today have laws requiring rPP) 3) the sole supplier to $SBUX $MC $CAG $PG $MARS and many many more Fortune 500s. 4) that in 3 years will become the LOW COST PRODUCER in the entire PP space. This is the ball game folks. If you want to wait for the warrants to be called and your balance sheet short to officially be over that works too. $PCT will be F500 company one day - today is a VERY important day.

RT @Mike_Taylor1972: $PCT: IMHO the company now transitions from science-experiment to real-business. (A first for a recycler) - Backlog…

Ryan Cohen's interview on @cnbc this morning was equal parts painful, hilarious, and predictable. $GME's proposed acquisition of $EBAY is a transaction that Charlie Munger would love. Show me the incentives, I'll show you the outcome. Here's Ryan Cohen's incentive package. 171MM shares of $GME potentially issued to him based on the achievement of various MARKET CAP and EBITDA thresholds. Dilution is not his concern in the least. It's a feature of the compensation plan, not a bug.

Happy $VIRT ATH to all who celebrate as well as thanks so much to the: “Apes,” securities fraudsters, penny stock promoters, paid shills, Pakistani-British money launderers, and fired Knight Capital employees who complained about it at $17. Cheers!

Lockheed Martin hearing Iran has rejected the ceasefire

$VCX — Saw CEO Ben Miller on TV calling this a “PR smear campaign” and saying critics are “talking up nonsense.” Basic math isn’t a smear—and it isn’t nonsense. 1 1 1 ≠ 25. Meanwhile, borrow is ~900%. You can’t stay short. So who’s collecting that—shareholders or the bank? Shoutout @BeckyQuick for actually calling it straight.

$QNTM has published its annual report. - Net loss of $27 million - CFO sold himself all receivables from the strategic investments division, resulting in a loss of $117k for QNTM - 3 execs EACH received 900k in compensation - Est. Phase 2 study completion is Q4 ‘28 @Malone_Wealth

RT @TruthGundlach: People ask about muni’s and I typically don’t have much to say. But now, looking at the deficits caused by absurd spend…

Even if you can’t read a financial statement for your life and it wasn’t already obvious, it should have been a dead giveaway that $QNTM is a steaming pile of shit and instant short after the CEO submitted this letter and tagged some of the worst characters on Twitter🤣🤣🤣

Another satisfied customer @Malone_Wealth $QNTM $VIRT

Their response keeps changing. Just address the affiliated party issue once and for all with a detailed 8-K filing. It’s not that hard. $CVNA

American Express hikes dividend by 16%. $AXP