Fortress Capital

@ThinkAppraiser Industrial

Gun to your head name the best type of real estate to own

@g0lden8ge @danielgothits How does that happen when they’re going to print another $5 trillion?

@danielgothits Youre going to be glad you didnt when prices crash 30-50 percent

brb, going back in time to kill myself for not getting a 3% mortgage

@moneyandmore72 @irbezek Well there’s also statistical backing that companies with high and low roics tend to stay that way due to industry dynamics. Rollins is a good example of that. If they can grow with high roics, then they deserve a premium multiple.

@irbezek When a lot of people say quality, what they mean is they are buying companies that have been successful in the past. But that doesn't mean that the current valuation is attractive or that the companies will be successful in future. Buying past success 'feels good' though.

Smithson $SSON (Fundsmith's small-cap global Trust) - 6% underperformance in January 2026. 2.7% annualised underperformance since inception on 19th Oct 2018 (30.8% in total). Converting to an open-end fund. So much for quality investing outperforming! smithson.co.uk/factsheet/

There is so much AI-“written” garbage on this website now Easy to recognize though, and even though I mute those people, it is an awful user experience This is an existential problem for text social networks (Reddit/Twitter). Destroys the platform

@orrdavid If I had to trade it, I’d go long $FWRG, short $CBRL, wouldn’t touch $DENN due to meme risk

Whoops, ticker should have been $DENN for all these posts.

A few comments showing the transformation of breakfast chains over time. Essentially, $DEN Denny's got watered down to a basic restaurant, they have Keke's which is the same thing, and now $CBRL is following suit (which makes no sense). First Watch $FWRG is the nicer interior modern competition that people are willing to pay a premium for.

@JapanDeepValue1 @puppyeh1 My view is and has been that Clifford didn’t have a choice. He got lucky private equity bailed CVNA out. It’s actually a disruptive business model, but the company is overlevered and marginally profitable in a tough industry. Going practically all in on that makes zero sense.

@puppyeh1 yea basically it did fail. no rational investor/trader could have ever stayed in that situation in 2022 unless they were locked.... so I just think being able to disconnect with rational decision making is probably worth something.... was mostly a sarcastic comment

Is cliff sosin a good investor? Genuine question. What is the right way to assess his track/portfolio construction, objectively? Prompted by the excellent Andrew Walker/Artem folkin pod discussion that just went up.

@KeithSakata @NTFabiano Wouldn't this show up in blood tests, and if it's not, why aren't doctors screening for it and having it treated?

@NTFabiano Nearly one-third of people on earth, including an estimated 60 million people in the United States, are chronically infected with the protozoan Toxoplasma gondii..... Primary host = cats

Cat ownership is associated with a 2x odds of schizophrenia.

@money_cruncher @unusual_whales I'll take sales tax over property any day

@unusual_whales Municipalities will just enact higher sales tax then..

Trump: I want no more property taxes across the United States

@irbezek Swiss Franc?

@DMacyBeckwith @DiscountGosling @LynAldenContact Nope

@DeepValue3 @DiscountGosling @LynAldenContact Excellent idea. We just need to engineer a technology-driven economic boom similar to the PC revolution along with the collapse of a near-peer adversary like the USSR, which allows the government to reduce military spending and balance the budget.

"Nothing stops this train" is not a cynical view at all. It's an acknowledgement to not stress about what you cannot control and what is nearly inevitable, so that you may instead focus more constructively on things you can control and that can be changed.

@DiscountGosling @LynAldenContact Excessive government spend / crowding out is not critical for the economy to function. It helps, but it’s not the core part of the machine.

@DiscountGosling @LynAldenContact Look at the 1990s, early 2000s and what policies worked.

@GuntherEagleman @catturd2 Rates control inflation. We do not need more inflation.

@catturd2 This is EPIC! Fire Jerome Powell! or End the FED would be even better.

This is sooooo good.

@LynAldenContact I think most business leaders (Bezos, Dimon, etc.) agree that growth is the better option to deal with debt. Otherwise it’s a deflationary debt crisis.

Basically what he’s saying is that nothing stops this train.

@HighyieldHarry Add in stealth QE and there’s no risk.

No surprise to anyone, but PE & Credit Giants owning insurance companies has been a great source of capital to rapidly grow and deploy faster

@StanphylCap Central bank liquidity, as usual

So negative consumer spending and hot core PCE with stocks at all-time highs. Okay, sure.

@ThinkAppraiser China’s banking system is massive.

Where do the Chinese get all the money to pay cash for all the real estate? I've never seen more cash deals than to Chinese. How is this constantly possible? Like the money flow never slows or dries up. Insane.

@RobertMSterling Will ChatGPT answer to compliance failure and lawsuits?

You guys are completely delusional if you think this won’t be a neutron bomb for white-collar employment. Across all levels of the corporate hierarchy, not just entry-level jobs.

ChatGPT is a better CFO than 95% of finance executives I’ve worked with, and it’s not even close.

@money_cruncher @JDVance Inflation is also out of control. There is so much pain on Main Street it’s insane.

@JDVance Because they reasonably believe inflation will increase due to tariffs. So, they don’t want to rush it. It’s that simple.

I’d love to hear an argument for why Powell cut rates 50 points right before an election but can’t do it now with inflation lower.

@Osinttechnical @grok how much does this cost?

Six USAF B-2 stealth bombers dropped twelve, not six, 30k pound GBU-57 Massive Ordnance Penetrators (MOPs) on Iran's Fordow nuclear enrichment facility tonight. -CNN A total of 180 tons of bombs dropped on Fordow tonight.