Rugged Individualist

@YardsPerPass kids game is going to be quite an investment for a preseason game

1st look at ticket prices from cheapest to most expensive NYJ<MIA<<BAL<LAC<CHI<KC<NE<<<<DET

@ClarkSquareCap compounding -1% daily is still compounding

Well, the good news is that I haven't heard the term compounder in a while

we have great pricing power! ignore that our yoy pricing is consistently below inflation

@buccocapital @signulll I talked to the CEO early in 2024 and determined it was a great business but gross margin gains were unsustainable. Whoops

what makes you feel like the last chopper has already departed & you missed it?

@RampCapitalLLC How are these platforms supposed to be predictive if they don’t allow insider trading

Oh I’m sorry I thought this was America

Boomer PMs stay calling companies by their legacy names as a subtle reminder of how long they've been in the game (Broadcom = Avago, CBRE = Richard Ellis, etc)

JA17 gets things kicked off with banging the drum and chugging a beer. #LetsGoBuffalo #NHLBruins #BillsMafia

@FDaniels86 @JeremyWGR @hen_ease @PardonMyTake

Buffalo hasn't made the playoffs since 2011... but • they were the largest U.S. market for the 2026 Olympic Gold Medal Game • In 2015, 2016, 2017, 2018, 2019, 2022, 2023, 2024 Stanley Cup Finals they were the largest local viewership from a neutral market • In 2016, 2017, 2018, and 2019 they were the 3rd largest local viewership of any U.S. city for the complete postseason • Game 1 tickets this year were $464 USD on average, the most of any team in the NHL • they're projected as the largest U.S. market for the 2026 regular season They're the most passionate American hockey city, hands down.

@breadcrumbsre - blast every investor on the IR list with a press release just to be sure everyone knows you made a deal

Brad Jacobs playbook: - pump your stock hard, do podcasts, write a book, do whatever it takes to get premium multiple - add back every expense you can and make sure markets value you on grotesquely inflated earnings (adj EBITDA) - use overvalued stock to buy competitors

Finally figured out why Trump started the war

@CPowers14 The mock neck is super cool. But I find it odd this is acceptable at Augusta while would not be at my far-less-than-elite country club

Somebody's gotta say it. Brooks Koepka is rocking the shit out of the mock this week. He's framemocking.

@Biohazard3737 “First draft” is the right choice of words. They never seem to be correct on the first go

@YardsPerPass Made with Claude?

Some fun new data visualizations up on the site for all the teams

@MattWalshBlog Similarly, we teach the life of Jesus as the example of good living - not the Thief on the Cross. While the availability of salvation in our final moments is an incredible testimony to the grace of God, it is not the path we should aspire to follow.

The truth is that your story of past misdeeds is only really a good teaching tool and cautionary tale, and therefore edifying, if your life is right now currently in shambles. But inevitably that’s not the case for most of these “testimonies.” Most of the time it’s someone who is very happy, living a wonderful and contented life, often financially stable if not wealthy, telling us how sinful they used to be. I’m glad things worked out for you. I truly am. But “I sinned a lot and now I’m happy and not suffering any significant consequences for my evil behavior” just isn’t a very useful moral lesson for most people, ESPECIALLY children. That doesn’t mean you should feel bad about being happy now. It just means that the world — and your kids — don’t need to know about your prior indiscretions. Keep it to yourself, give glory to God for rewarding someone so unworthy, and move on.

My take on the current discourse about the Christian man with the formerly “promiscuous” wife is that many of the comments towards the man and his wife have been uncharitable, cruel, and certainly un-Christian, but also that Christians these days often tend to be far too eager to tell the entire world about their past sins, which in most cases shows a lack of discretion and a certain lack of the sort of shame one should feel even for repented sins. Also, as a parent, I strongly believe that you generally should avoid telling your kids about your own wayward youth, because the kids will take such stories as an indication that they too can go off and have fun sinning and things will turn out okay, just as they did for you. Also you undermine your own moral authority when you instruct your children not to do the very things you have admitted to having done yourself. Finally, the man’s line about how his wife “is more pure than most virgins” is prideful and shows a kind of competitiveness and vanity that should simply not ever appear in any Prodigal Son style testimony. Imagine if the Prodigal Son had returned and announced himself not only repentant but “more pure” than the brother who stayed? It would kind of destroy the point of the story. So in summary I basically disagree with everyone on this.

@JeremyWGR Dee Brown

Time to remember some guys, NCAA Tournament edition. I'll start: Tyus Edney

@JakeMarsh18 How are you not better at your own signature?

Here it is: my official 2026 NCAA Tournament Bracket. Where will I be right? Where will I look like a fool? Less than 24 hours to go!

@Graham_Couch Committee can be as inconsistent as they wish because there is no repercussion for inconsistency.

MSU's 2016 team would like a word. The Spartans won the Big Ten tournament and were surprised to get a 2 seed instead of a 1, and thus played Middle Tennessee State. We all know how that went. Committee will have to be consistent in including the BTT title game moving forward.

@SalSports This was not a surprise. Has been projected this way for weeks

Wow. Buffalo gets Michigan AND Michigan State!

The best part of a glass of bourbon is the ice cold pilsner that comes after

$GWRE - accelerating ARR, all time high renewals, longer contract terms, significant operating margin expansion. Zero sign of AI disruption.