Returns from the 46th state

Joined July 2021
439 Photos and videos
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Seemed like a good idea
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Surfing at The Wedge, Newport Beach June 9th, 2026
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Southwest just announced a partnership with Singapore Airlines and the top comment is: "This is like the Four Seasons partnering with Motel 6." πŸ’€πŸ’€πŸ’€πŸ’€
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happy friday

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if SpaceX is going to terminate the MobileCos, shouldn't the TowerCos also be trading lower?
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is schulman going to sell VZ to SpaceX for stock? @WaltLightShed
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man reviews an Emirates First Class for $12k…
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"I prefer a well-balanced portfolio that includes a healthy allocation to low beta financials, utilities and cash."

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Replying to @deedydas
Not a knock on you because you’re just describing a very specific group of people in a very specific place but my god what a pathetic post about a pathetic group of people. Someone should smack these people and tell them to shut the fuck up
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May 12
Retail call buying in tech nears 2021 extremes
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live look at today's post-game

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"I prefer a well-balanced portfolio that includes a healthy allocation to low beta financials, utilities and cash."

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Most media these days (sad!)

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The #Eagles have agreed to a contract extension with Dom DiSandro, whose official titles are Senior Advisor to the GM, Chief Security Officer, and Gameday Coaching Operations. He has been in Philadelphia since 1999.
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Replying to @MachiavelliCap
right, coups stepped ~2-2.5 pts in exchange for 3 years lengthening the equity option value. what's 3 three years on a 150 vol option worth in points? and you're right, the stock isn't going to move the full 100% of the adj. discount capture. but 1/3 (less now)? seems light
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What does leadership look like? πŸ‘‡

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CFOs realizing that their AI token budget is going to be higher than the salaries of the people they laid off
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$JETMF is attracting activist attention. Galloway has become the 2nd largest shareholder with an 8.2% stake. Activist claims fair value is c. $9.5/share, implying 10x upside from current levels. Has anyone looked into this? Feels way too promotional.
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nothing to see here
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