THIS IS MY REGULAR. Notice anything different about him? Look at his robe. Look at his rosary. I'll give you a hint. His name's Father Jonah!

There is something haunting about the numerous long ago abandoned baseball back stops that still exist in towns across the US. Rotting benches that haven't been used for a game in decades. Infields long ago vanished.

When Victor Wembanyama threw the 1st pitch in New York 👀

When I was a kid I was told you likely needed a net worth of 700k-1M to retire comfortably. By the time I retire, that number will likely be close to 3.2M-5M. I don't think people who are currently poor realize how rich the upper middle and lower upper classes are right now.

Get on the plane! I loved Dan's description of what makes a great analyst today relative to 20 years ago. It reminded me of @citrini analyst #3, who flew to the Strait of Hormuz during the war. Being physically present is still one of the most underrated advantages for generating alpha. "The great analyst 20 years ago was someone who could build a model fast and crack a complicated restructuring. When I was at Jefferies, Drexel Burnham went bankrupt with a four-inch disclosure statement that nobody could crack. I spent a whole weekend studying it. That ended up being one of the best claims trades in the history of bankruptcies. Today, I think it's a junior Gavin Baker. Somebody who understands a company or an industry and the nuances of a technology. I had an analyst. Casey's General Stores was one of the best performing stocks. It looked like a tech stock. It was because they weren't a convenience store chain. They were a pizza chain masquerading as convenience stores. So I had an analyst who went to Texas and ate pizza. That kind of analyst today is what is different."