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@itsmarkmoran 911 Targa? Great choice

Have never been more popular than driving through a Home Depot parking lot with a Webber grill sticking out of the car

@gerstenzang 3x since 2022… 30% irr…. No clue why i never took the time to look closer… Looks pricey at over 30x fw pe though…..

TIL: TJ Maxx is a $170b company. They buy higher-end items from companies who can't liquidate their inventory and sell it at a discount. Extremely countercyclical.

@crossplainsjohn @tunkuv Not enough of these exists. None from ATL, CLT, etc as far as i know. I think the reason is the westbound flight back. Tough to start for example at LHR around 11pm to arrive at 3 am in Charlotte.

@tunkuv Wrong. There are a select number of early AM departures from JFK/EWR/BOS and you arrive at bedtime, tired and ready for bed.

The absolute essential rule to flying from New York to Europe-- if you want to arrive relatively refreshed-- is never to depart before 830 p.m.

@timsharter Nashville

Moving in a few months. Looking for feedback on potential cities to live. Criteria: - Near a major international airport, bonus if it’s a delta hub. - Plenty of golf. - Solid mid 20s crowd

@blueprintsmb22 To be fair, i always thought your business mostly serves non-discretionary use cases (hospitals etc).

4am email from main film vendor. Bleak. 🚨🚨🚨🚨

@TheSalonDon Honsestly, short flights are only good for a few short emails (even if there’s no wifi, you can still draft). Nothing else worth doing. I don’t need somebody slurping red wine next to me making me nervous they spill all over my thinkpad. So good move by DL

Testing showed people would rather $3 cheaper ticket vs. free cup of soda Consumers win every time

@andruyeung Just booked 3 nights (Friday to Monday, game weekend) at the most average marriot on 14th for $250 all-in per night... not too bad? Or just good luck?

June/July is gonna be chaos in nyc. 1 million tourists coming for the World Cup. Hotels, trains, Uber prices are gonna be ridiculous. But the energy in the city is going to be insane. If you work in hospitality, events, retail, and media, you'll be thriving. Btw: this is what a million people look like in one place.

@PythiaR @heartof_thesea I looked at Healthineers super briefly right around the time GEHC spun out… why did it go nowhere since then?

Those are pretty different businesses. Stryker is a consistent share gainer from Zimmer, has a good M&A program, very good sales, fairly good end markets. ISRG/BSX also good long term. ABT fine. The legacy guys who can't innovate (MDT, ZBH etc) all suck ass. GEHC has a different set of issues.

are these med device companies like Stryker, GE Healthcare or Zimmer good businesses? Cursory glance shows strong margins and seems like they have high + stable market share...but have sucked as stocks over a fair amount of time. Why?

@rfkenmore X3M. All rounder

What is the (modern) Rolex Explorer I of cars/trucks

@sidtriv Another sign that most decent businesses *just* have a distribution moat / edge

Diligence in 2026 is wild. My friends in PE are now spending the weekend before IC trying to rebuild the company they're acquiring in Claude Code. If the clone works, the deal dies. Cheapest moat test in human history.

@PadraicMcC My hack for conferences: set up meeting with 2-4 folks during thr day, bring assoc and have him “set-up” 1-4 additional meetings at the bar post conference with potential suppliers / prospects / etc

I stink at walking the floor but if there are 1-2 folks that you must meet, super high roi imo

@_ZachGriff I’ve checked into fairfield’s past midnight and checked out by 4:30 am to catch a flight. I doubt it will catch on

Here's something I've never seen before. A St. Regis paying you 10k Bonvoy points to check out early. Aside from it not feeling on-brand for a five-star hotel, part of me wishes this would catch on.

@19091Ok @volisdead This is the answer

@volisdead An IWC portofino 38mm with a very beat up strap

Vacheron Constantin, Parmigiani, ALS. At a lower price point JLC, Cartier, or IWC make great pieces.

@preston_holland Did you see GA traffic at CHA this weekend? Surreal!

Do not, under any circumstance, buy any plane in this screenshot. The parts guys have passed on these birds.

@zachmoskow @lucasgordon Curious about this too.

@lucasgordon They were OK with that or did you have to pay your tenants?

Weekend project. NYC lines.

@PEoperator Classpass solves this. Many local gyms and/or Barrys/F45 available

@ACapitalLP (2/2) analyst (or PM?) to ask a question, mgmt team and myself almost lost it: "i don't really know enough about the space to ask questions, i just signed up for the 2x1 since the valuation looked interesting. CFO (which knew me from prior meetings) tried to not cringe. lol

I think most industry conferences are a waste of time. I really don’t want to spend a full day in a Marriott convention room drinking gross coffee for the 2% chance I hear something useful, seated next to a bunch of LOs with laptops trying to network… But a good 1x1 with management, especially at smaller companies, is different. If your questions are crafted well enough, the way the management answers (not necessarily what they say) tells you all you need to know...

@ACapitalLP I remember the time i walked in 2 minutes late into a 2x1, assuming that the other party knew the company somewhat. I started to ask 1-2 (somewhat) good questions that helped me with some broader mental framework on the stock's growth algo. When it was time for the other (1/2)

@moneyfetishist Ha, i remember that some engineers once had a buzz-word bingo for phrases one of the older managers kept repeating.. whoever guessed the next 3 buzz-words correct, gets a free lunch from the rest... ich habs danach nurnoch "mid market olympics" genannt

I do not know if I am too European for this but did it ever happen that someone's new coworker or intern was picked by someone in a fantasy sports draft like has a person ever walked into their first day at work and found out that 4 guys in accounting drafted them in some sort of office fantasy league where they are betting on which new hire hits quota first or quits before Christmas because I feel like this has happened in America and I feel like nobody talked about it and I feel like there is a Slack channel somewhere called "intern szn" with a points system and a leaderboard and someone is winning $200 because they picked the kid from Michigan who closed a deal in week 3 like imagine you are 22 years old. you just graduated. you are nervous. you ironed your shirt. you show up to your first real job. and somewhere on a spreadsheet you do not know about you are listed as a second round pick between "guy who brings lunch from home (over/under 4 weeks before he starts ordering doordash)" and "girl from Stanford (will she mention Stanford in the first meeting: yes -150 / no +300)" I need to know if this exists because it feels too American to not exist. there is no way a country that invented fantasy football and prop bets on the color of the Gatorade at the Super Bowl has not applied this technology to the workplace someone in sales has absolutely created a draft board for the new hire class. someone has traded picks. someone has proposed a waiver wire for when an intern gets moved to a different department. someone is arguing about scoring rules in a thread that is longer than any actual work they have done this quarter if this is real please tell me about it because I am fascinated and also concerned and if it does not exist yet, it will by Monday because I just gave the idea to people who work in American offices and at least one of them is already opening a Google Sheet

@cshflw_e @UrB3rlin3r @TenbaggerAktien 100% Schmeckt und man muss sich um quasi nichts kümmern. Hier und da mal Reinigungsprogram- das wars

@UrB3rlin3r @TenbaggerAktien Ich mag Nespresso. Es ist praktisch, schmeckt mir und die Maschinen sind ultra langlebig.

Ich teste seit über einem halben Jahr verschiedene Kaffeebohnen von unterschiedlichen Marken sowohl von lokalen Röstereien als auch aus dem Supermarkt. Ich gehe da ganz offen ran und probiere viel aus. Dieser Kaffee ist definitiv mein erster 9/10 Geschmack: Malawi AAA+ Pamwamba von der Berliner Rösterei. Den werde ich mir auf jeden Fall wieder holen, nachdem ich noch ein bisschen weiter getestet habe. Denk dran: Geschmack ist zum Glück individuell. Den Bio-Kaffee aus Peru von dm finde ich tatsächlich auch sehr gut (7/10) und deutlich günstiger. Die anderen Röstereien haben mich bisher auch immer mit 7 bis 8 von 10 überzeugt. Der einzige, der bei mir durchgefallen ist, war der Kaffee von Eduscho (Tchibo) den musste ich meinem Bruder schenken.