CompoundShmompound

@puppyeh1 At some point does the worry creep in that the bad behavior applies to the financials as well?

🚨🚨 Humm Group Limited $HUM.AX 🚨🚨 Takeovers Panel - Undertaking Compliance announcements.asx.com.au/asxpdf/2026042…

@Luiz_Fernando_J What is it about the Chinese market that makes these numbers feel so small? Do people just not go to the movies there as much?

In #China’s #BoxOffice, the #MichaelJackson’s music biopic #MICHAEL added $99k over 956 limited THU screenings, hitting $107k in previews! 9th & FINAL day of Ticket pre-sales hit a $1.1M Total for the 3-day weekend (vs #SUPERMAN $821k, #TheFantasticFourFirstSteps’ $865k, #KingdomOfThePlanetOfTheApes’ $1M, #F1’s $1M, #WakandaForever’s $1.1M, #ProjectHailMary’s $1.2M, #Aquaman2 $1.6M, #DunePartTwo $5M, #JurassicWorldRebirth $3.9M pre-Sales total). Exhibitors almost all in, 80k screenings booked to screen the film on FRI Opening Day, all time record beating Oppenheimer as the widest release for Hollywood biopics in China. Pre-sales breakdown: APR 24 FRI Opening Day $678k APR 25 SAT $316k APR 26 SUN $97k A $8M-$11M 3-day opening weekend could be in the cards, what would challenge #ProjectHailMary as the biggest of 2026 for a Hollywood live-action.

@PhillipsRelic As long as they’re in the theater

Or a musical?

@ZenoReport @WOLF_Financial Just 30% huh?

@WOLF_Financial A good math If you start with $10K and invest 500 dollars every month and get an annual avg 30% return. In 30 years, you will have roughly around $85,441,321.26 million dollars. Keep in Mind. 80% of hedge funds don't beat the SP500 each year.

STANLEY DRUCKENMILLER AVERAGED 30% RETURNS FOR 30 YEARS WITH ZERO LOSING YEARS His approach to risk: "I like putting all my eggs in one basket and then watching the basket very carefully." "Most people make 70-80% of their money on 2 or 3 ideas, even though they have 30 or 40 things in their portfolio. My concept was to put into those 2 or 3 ideas I had the most conviction in." "Too many investors look at the present. The present is already in the price. You have to visualize 18 to 24 months from now what the world is going to be." "What a company's been earning is ridiculous. It doesn't mean anything. If you can see something 2 years out that's entirely different than the conventional wisdom, that's how you make money." "My first boss used to say: the obvious is obviously wrong."

Andrew gets it. $lion $strz $lion.us yetanothervalueblog.com/p/a-hopeless-l…

@PhillipsRelic Please tell me he listened to my comment to have you on the pod!

@PhillipsRelic Hand up… would be fine w/ $22.50 over here!

What is a Golden Parachute? What is the bogey?

@GrahamStephan @NewsLambert What a horrific sales pitch…. Come on man

I’ve spent a decade telling people to do what I do: "Buy and Hold." Now I've decided to list my entire real estate portfolio for sale and walk away. It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough. The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present. The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more. I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity. I'll drop the link here in a bit.

@ContrarianCurse Just need them to buy Lionsgate

$NFLX 40% off the deal break and no drooler Sora bear case with very little fan fare hmmm durrrr I'm fucking idiot I thought Disney IP was going to replaced by a prompt

@dunbelievable @freight_gate @puppyeh1 Probably a single buyer. Maybe Jeremy steps in.

@freight_gate @puppyeh1 Short term it will be disruptive and lower the price?

🚨🚨$HUM.AX🚨🚨 Takeover Panel - Orders announcements.asx.com.au/asxpdf/2026041…

@unusual_whales Yolo

Generation Z is increasingly giving up on once-standard financial goals, especially home ownership, traditional saving patterns, and linear career models, and instead embracing immediate spending, riskier financial behavior, and lifestyle-first decisions, per FORTUNE

@_99Paul99 I have trouble squaring this w/ a review of theaters online. Is the projection mostly international box office?

#MichaelMovie fortressofsolitude.co.za/michael-biopic…

@mkgenie How does this compare to other highly anticipated movies?

Already 50k users bookmarked #MichaelMovie on Maoyan, a major ticketing platform in China, before any real promotion begins.

@JeffBeckMadDog Shouldn’t the unpaid dividend be added back in to calculate return tho?

Higher rates not great for $AIV but still in the name

@turtlebay_io The images guy?

Getty compounded at 15% for 50 years. He started with a $3 million family trust in the Great Depression. By 1984, he turned it into $3 billion. A 1,000x return from shrewd capital allocation. People built careers coattailing Getty.

@MaxfieldOnBanks Thanks - will give you a call tomorrow

@Shmompounder call me 307-533-4123

thank you to david bailey, scott dueser and all the folks at first financial bank in abilene for the two days we spent together last week — you are special people and you run a special bank

@InvestSpecial Which conference call was cancelled? And I don’t see any net new CoC agreements - am I missing something?

$LEG merger arb is getting juicy. Deal is non-binding. Spread now ~18%. Spread went from ~6% → 18%, mostly on recent mkt turmoil. Mgmt gave $SGI long DD access, cancelled the conf call, and multiple execs just got CoC bonuses. Downside ~10% if the war continues wider.

@FriendlyCapMgmt Am I missing it or did the mgmt buyout topic not even come up on the earnings call?

Could someone much smarter than me please explain to me why $PRTH does not trade close to 5.90? Isn‘t it very very very likely that a transaction at 6 or better will happen very very very soon? I don’t get it. Appreciate responses.

@PhillipsRelic I feel like all the Lionsgate daily volume is like the same 5% of shares o/s trading around aimlessly MHR Liberty Point72 Shapiro Anson Passives Management/Board You Me Not sure where any of these shares would be coming from otherwise