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2025: +107.2% 2024: +17.7% 2023: +48.8%

Wrote about Buffett's @GEICO investment. What a case study in execution. Fun to learn about open.substack.com/pub/inelasticm…

$DUOL $NVDA $BATRK $MU $GOOGL $MRK $TTD $MAPS $MTYFF $MANU $CBBI $BAFN

$PRKS $STZ $ASML $SE $GBLI $ADBE $BHF $CPRT

Come roast my portfolio link.blossomsocial.com/7uYa/tr2es7zy

$CROX $PYPL $SLM $VSNT $NVO $MSGS $TEAM $MELI

wrote about Buffett and the $AMEX Salad Oil Scandal open.substack.com/pub/inelasticm…

Rate my portfolio 1-10 $CROX $PYPL $NVO $SLM $STZ $GBLI $TEAM $TTD $DUOL $MELI $PRKS $SE

@dirtcheapbanks Time to go activist?

@JustinSherfield Agree. I’ve done a deep dive there. It’s so cheap. Bad management though.

What is the best bank investment you know right now?

$NKE @Nike reports tomorrow. If the biggest footwear brand on earth guides down on consumer weakness while $CROX just beat Q4 on every metric and is buying back 10% of its float at 6.6x owner earnings... the relative value case writes itself

@themotleyfool $MELI $SE $TEAM

5 years from now, people will wish they bought ________ in 2026.

$CROX pt 2, added more shares today open.substack.com/pub/inelasticm…

If it gets down to well below NaV I would be buying

Pretty good timing

Its wildly entertaining building useful investing tools for my process using @claudeai Built a scuttlebutt terminal. I think Fisher would be proud. It doesn’t favor my current largest holding though @Crocs $CROX we’ve got some work to do

@Brian_Stoffel_ It’s all about prompting

If you use AI in any form for your investing process, you need to weed the living daylights out of this tendency. It will cost you

Looks like a pretty favorable day to pick up some $NVO shares