JLN

@JackLoder_ Excellent idea here keep it coming #greatFramerOfTheBall

Season long Patrick Bailey at bat thread, a personal diary. Here is where I’ll be expressing all my emotional angst over watching Patrick Bailey hit. 3/27 - solid AB. Full count ground out. Proud of you Pat. That wasn’t too torturous. (0/6 on season)

@LinksGems @InnocenceCapit1 Fully agree with you on that all are great, such a special plan. Going up for 11th time the last week of May. Can’t wait. PAC, trails, sheep, Bandon, Mac for me.

That’s not an uncommon view. But as I’ve said many times, part of what makes Bandon so great is that everybody has a different order of preference. For the record, I go: Pac Dunes Old Mac Sheep Ranch* Bandon Dunes Trails** * I absolutely loved the old Sheep Ranch and had the at No. 2. ** Despte having it 5th, I still think Trails is awesome. I would have all 5 Bandon courses comfortably among my top 100 U.S. courses.

Is there anything else that needs to be said about Friar’s Head that isn’t clear from these photos? How’s this: it’s the best American golf course opened since Sand Hills in 1995.

@LinksGems @InnocenceCapit1 Interesting...Old Mac my least favorite by far.

@InnocenceCapit1 That’s good stuff. I’m also a huge Ballyneal fan and would have it in my modern US top 5. Couldn’t agree with you more there. I’m slightly less enamored with Trails than most people are. I think it’s a terrific golf course, but it’s my least favorite at Bandon.

@TradingFactsX Nice response here, much appreciated. Good luck we'll be watching the action together

Based on our current model, around $75 per share, but if moderate (10% better pricing per inference MW) pricing improvement occurs then is a $200+ stock. We think the latter outcome is possible-likely, there is no much downside from here, not other investment opportunities in our coverage, 23% in cash, hence we feel comfortable with a 30% position in the name. So it’s a bit of an either or story at this point, much more complicated than it was prior to these developments. Price action today shows that the market has a good (better than ours) view of future economics, which we hope is the case.

Our $DOCN model below. Thread includes: - Thesis Summary - Revenue Schedule - Cost of Sales and Operating Expenses Schedule - Income Statement - CashFlow Statement - Balance Sheet - PPE, Finance and Operating Leases Schedules We have not sold after the $800M share issue. Position currently 29% of our portfolio, we have been explicit about the risks going forward. All our decisions are based on how we see the business performing in the future, and how certain we are of the projections. We would caution against comparing $DOCN to $PLTR. $PLTR needed little to no CapEx to grow, if $DOCN profits show chronic pressure the stock could take a dive, quickly.

Bad

I’m 62 years old, I live in Tampa, I eat corn and beef everyday, I always have a titleist hat on, and Iran is the biggest threat to my freedom

Hang it in the Louvre What a moment for USA Hockey

@pitdesi Docn

What’s the best hosted version of openclaw?

@ArtemR Looks open now on the caltrans app?

Early morning train slow-mo plowing through 2’ deep High Sierra #snow in Truckee, California. #slowmo #snow #highsierra

@anothercohen Good luck. See zenefits…the promise of riches for rippling ee’s and investors is…not real and not going to happen. But good luck (shit product)

Found a bug in Rippling's new hire onboarding flow. Emailed Parker a summary of the bug at 11:30am. Parker responds at 11:40am saying he'll take a look. At 4pm I get an email confirming two bugs and that fixes went out for both. How do I buy pre-IPO Rippling stock?

@PFTCommenter Mr. Bings. North beach

Thx to everyone for the birthday wishes. Im the luckiest guy in the world and love you all. My birthday wishes is u drop any San Francisco dive bar recommendations below no trolls

Atta boy Jamie

Not good

@jamesonhaslam It makes perfect sense. The politics and process of rebuilding does not, but this does

I know he’s complaining about having to do too much (I get it!) but also - a wall to retain PCH makes sense, right?

@mcuban Annually you should be able to contribute up to the family out of pocket max, a persons worst case scenario in a given year.

Why are HSAs connected in any way to insurance policies ? Don't we want people to save as much as possible for their healthcare ? Remove the link to insurance. Increase the caps considerably, or remove them altogether

😮‍💨

Gods Country

Breathtaking photo of drought-free California today from space. Almost the entire state is green, rivers are running fast and the mountains are finally covered in snow.