Played scratch golf today. That was super fun.

.Matt Levine and I are launching the Money Stuff podcast tomorrow

here’s the trailer!:
link.chtbl.com/Money-Stuff-Th…

Spent the evening at a celebration of life for a 16 year old. She committed suicide.

Some wisdom the minister left us with:

Hug someone today, because they need to know they are loved not just by God, but by you.

Ian Cassel Bill Brewster Laughing Water Capital This is exactly what I want out of a podcast.

“The real risk… is that you’re 75 years old, looking back, and you regret that you never took your shot.” 🔥

(My paraphrasing)

Me and my fellow $CHTR shareholders out here like

Having seen Kurian at conferences, his demeanor can best be described as somewhere between a dead person and one in a coma. So the biggest takeaway in his Stratechery interview is how feisty he is towards the two competitors, even dropping a pretty snarky comment towards the end.

Gotta be a 10x P/E to be cheap…

I keep coming back to most inflation related plays have moved while public markets real estate has…not.

I don’t know how to think about IRRs. It’s sort of an asset class where eventually the capital cycle is going to work in your favor. Plus an inflation hedge via land, rent,…

Such a badass company. Great slide.

Fastenal truck?

If you are a stock picker, this is an exceptional interview
Bill Brewster Laughing Water Capital

podcasts.apple.com/us/podcast/the…

Willis Cap Bill Brewster After putting my dog down recently all I could think of is we treat our pets better than our family members

I haven’t confirmed this data so do it on your own.

However, I have thought a decent amount about the cost of aging and the coming burden of Boomers aging.

I think we begin discussing euthanasia as a policy response. Probably 10-15 years away or so.

Boomers aging is going…

Open thread.. who are the sell-side sector specialists whose emails you like reading.. I'll start:
Tech
Andrew Rocha, wells
Thomas Wigg, msco
Jordan Klein, mizuho

IMT
Sean Diffley, msco
Mark Schilsky, bernstein

HC
Jared Holz, mizuho
Noah Zurad, ubs
Michael Guba, wells…

Strong cable thread.

Oh boy.

H/t Francisco Olivera

What a goal!

Holy shit.

And then the US said, “The levered with pricing power shall thrive.”

Same as it ever was I guess.