Daniel Sperling-Horowitz

I've attended & watched a bunch of Berkshire Hathaway meetings. I love Buffett and Munger but felt that Greg Abel did a fantastic job and was a big upgrade from recent years. Buffett would have never ranked his railroad like that on the big screen. It was a polite way of saying, "We have our eyes on the ball." Owners got more of Berkshire's business details than we had previously, and it was also good to hear from other managers.

“We would build what we needed ourselves and deliver solutions back to our customers, a massive challenge, and it doesn’t happen overnight.” - Greg Abel , $BRK.B Enterprise software development being brought in-house...

@ThinkAppraiser They also tend to be terrible investments. There is a direct correlation between investor inexperience and condo purchasing.

Condos are the most annoying type of real estate ever. Nothing is worse.

It would only be fitting if $EBAY sells itself on eBay with no reserve and a Buy It Now price. Bold move by $GME...

@CliffordAsness @PalmerLuckey Even Cliff can be a dumb Asness.

@PalmerLuckey Perhaps. Fair point. But call me “dumb” under your real name, or STFU coward.

A) I guess investors are just tired of the same old shit… B) Saw the exact same idiocy in the dot com bubble (great paper pictured below). Not sure if changing your name to .com or AI empowered bidets are dumber. Call it a tie.

@shiftfury Precisely, and these signs were very obvious and conventional on a bright clear day. This was all within a 2 mile trip, so the idea of Tesla providing a fully autonomous Robotaxi fleet is frankly concerning for public safety.

@dwshorowitz It’s confusing to me how well the vision system does at seeing objects but yet not taking the signs into account whatsoever. I would think with how capable FSD is, reading a simple NTOR or DNE sign would be a simple thing, considering they all look the same and are standard.

TIL Tesla FSD in the 2026 Model Y does not observe 'No Turn On Red' or 'Do Not Enter' signs. Human needs to be in the loop at all times. Drive safely!

"I think every man in this world got a sensitive side. You feel me?" - overheard this on my regular walk to FedEx.

@JoshYohe_PGH It's time for him to take his talents to South Beach.

Connor McDavid will be in his 30’s the next time he plays in the playoffs. A list of the best players ever and their ages when they last won a Cup: Gordie Howe, 27 Bobby Orr, 24 Wayne Gretzky, 27 Mario Lemieux, 26 Sidney Crosby, 29 Alex Ovechkin, 32 Jaromir Jagr, 20 McDavid?

$TAP Q1 2026 Earnings: ​Buybacks: 3.4M shares ($164M) during the quarter. ​Share Count: -6.9% YoY. ​🍻 Expanded buyback authorization to $4B. They finally get it. The stock is stupid cheap. Buy it back aggressively.

This is an except from PG's essay Superlinear Returns: paulgraham.com/superlinear.ht…

"Choose work you have a natural aptitude for and a deep interest in. Develop a habit of working on your own projects; it doesn't matter what they are so long as you find them excitingly ambitious. Work as hard as you can without burning out, and this will eventually bring you to one of the frontiers of knowledge. These look smooth from a distance, but up close they're full of gaps. Notice and explore such gaps, and if you're lucky one will expand into a whole new field. Take as much risk as you can afford; if you're not failing occasionally you're probably being too conservative. Seek out the best colleagues. Develop good taste and learn from the best examples. Be honest, especially with yourself. Exercise and eat and sleep well and avoid the more dangerous drugs. When in doubt, follow your curiosity. It never lies, and it knows more than you do about what's worth paying attention to. And there is of course one other thing you need: to be lucky. Luck is always a factor, but it's even more of a factor when you're working on your own rather than as part of an organization." @paulg

Humanity took 70 years to write ~1–3 trillion lines of code. AI wrote 250+ billion LOC in 2024 alone and is accelerating. At this pace, it surpasses humanity's entire coding legacy before the end of the decade.

Is it safe to say LIV Golf is one of the worst investments in the history of investing? Saudi PIF's $6B investment is likely worthless.

Here's the interview: bloomberg.com/news/videos/20…

$PS +7.8%, $PSUS -18.2% on dual IPO. That sounds about right. The management company is a much more attractive asset than a closed end fund public equity portfolio charging 2% management fee. @BillAckman gave a great interview on Bloomberg today.

@iris_seraphina Get this little man to @tacobell 🌯

Omg imagine craving a burrito for monthssss cause no one understands!🌯😩😭 #TacoTuesday

Analyze your deals and let me know what you think. Our tech team will incorporate your feedback and ship within 1 business day. offermarket.us/calculators/re…

We built this AI-powered rental property calculator for 1-4 unit investors.

If you don't charge late fees, you are training your tenants to pay you last.