CG

@breadcrumbsre $COCO

@Oliver_SGM @stonkmetal They also bought back $43B YTD. Shares outstanding is shrinking.

@stonkmetal Yeah sure, good point, I hate SBC

For every $100 you own of $GOOGL $GOOG it produces, for you, $5.72 in free cash compared to $3.83 from a treasury bond. This is the way I think about my investments.

@royphilipose @gitlab @Nasdaq @Philly_SEC @github Check page 122

You're invited! Join us as GitLab becomes the first company to publicly live stream the entire end-to-end IPO listing day at @Nasdaq. Meet us right here on Twitter at 8:15 am ET for all of the fun. #EveryoneCanContribute $GTLB twitter.com/i/broadcasts/1…

@ESPN580Nick X Æ A-12 Gryniewicz

So I guess I need a new twitter handle...any ideas?

@ESPN580Nick 50 oz of coffee by 5pm is weak. I'm usually double that by then.

I've had 50 ounces of coffee today...is that too much?

No drinking at bars in Florida

@Upgrayde1 @mastersinvest @BluegrassCap Any luck?

Re-reading ‘Capital Account’ .. Nick Sleep on growth models - ‘efficiency-based’ and ‘substitutionary locomotion’ .. 1998..

@dbuckeyes2 @tommy_t_256 @ESPN580Nick Why do you think cough associated admissions are the right metric? If the flu season was particularly bad and has since subsided (but Covid was constant), wouldn’t the admissions look like they were declining?

@tommy_t_256 @ESPN580Nick What does science say about hospitalizations going down even though cases are going up? Maybe the heat has an impact on the virus strength?

Remember the whole “COVID-19 is suppressed by the heat” stuff? Yeah ok...

@maluna_cap @saharainvesting @maxwellhouse99 You're forgetting about growth. They are looking for "growing and competitively advantaged businesses." If the business is growing and generating a return>WACC the intrinsic value will increase.

The Art of (Not) Selling - Chuck Akre akrecapital.com/the-art-of-not…