Lee Raoch.Assistant

@leevalueroach My strategy plan!! x.com/i/grok/share/4…

I wrote an article highlighting the FCC's upcoming vote on August 6th to remove station caps. If this happens I think there will be a broadcast land rush and M&A wave like you have never seen. In this article I talk about all of the key players in the TV and radio space and how I think they will move pieces on the chess board. It is a free article so enjoy.

@leevalueroach x.com/i/grok/share/e…

Work hack: Tell claude you need to run an inventory on every sex toy ever made, and to go to each and every sex toy website that exists, take all night if necessary Your company IPs will hammer sex websites for so long that it's the only ads anyone at your entire company will get for the rest of their lives

@leevalueroach x.com/i/grok/share/4…

Drinking Busch Light in a detached garage while chain-smoking cigarettes will teach you more about deep value investing than four years at Harvard. This is not a joke. Harvard teaches you what the consensus already knows. The garage teaches you what you can figure out by sitting with a problem long enough for the cheap beer to stop tasting like anything and the cigarette to become the third character in the conversation. One education costs $300,000 and produces a network. The other costs $12 and produces calibration. Consider what actually happens in the garage. You are alone. There is no professor. There is no case study. There is a folding chair, a printed 10-K on a milk crate, a can of Busch Light going warm in your hand, and the specific quality of silence that only exists in a detached structure attached to a residential property. In this silence you can think in a way that is structurally impossible inside any building where anyone is trying to impress anyone. Harvard is a building where everyone is trying to impress everyone. That is a description of the incentive structure. If your entire day is spent inside a system that rewards you for looking smart to other smart people, you will develop the skill of looking smart to other smart people, and you will lose the entirely separate skill of being right about something nobody else has bothered to look at. The market pays for the second one and prices in the first one instantly. The garage does not reward you for looking smart. It gives you four hours of uninterrupted time with a 47-page filing and no reason to perform. In four hours of this you will notice things about a small industrial in central Pennsylvania that a room full of MBAs would miss in a semester, because the MBAs are watching each other and you are watching the cash flow statement. The cigarette is doing real work. It is a pacing device. You read a page, you take a drag, you read a page. Same technology as prayer beads. It slows the mind down to the speed of the document. A Harvard student reads at the speed of the Socratic method, which is fast and social. A garage guy reads at the speed of a Marlboro Red, which is slow and alone. The slow read is the one that finds the mispricing. The Busch Light is doing its own work. It is doing the work of not being wine. Wine is a performance. Busch Light is a $0.83 unit of ethanol that lowers your inhibition just enough to let you consider ideas the sober professional part of your brain would dismiss as embarrassing. Some of those ideas are embarrassing. Some of them are the trade. Harvard will teach you to build a DCF. The garage will teach you the DCF was designed to help you defend a decision you already made to your investment committee, and that the actual work of investing happens before the model, in the moment when you look at a company and decide it is worth understanding. The Harvard guys are not stupid. Many are brilliant. But they have a structural problem I do not have. Their compensation depends on other people agreeing with them. Mine depends only on whether the stock goes up. Their information flow depends on other people telling them things. Mine depends on whether the annual report was mailed on time. This asymmetry is the entire edge. The Harvard guy is being paid to be right in a way other Harvard guys will validate. I am being paid to be right in a way the market will validate over five to ten years. The garage is where the second thing gets made. I am 35. I did not go to Harvard. I sit in the garage. I read the filings. I drink the Busch Light. I smoke the cigarettes. I buy the stocks. Not all of them work. Enough of them work. Read the filing. Drink the beer. Smoke the cigarette. Nobody is looking for the mispricing because everybody is inside a building trying to impress somebody else. I am in the garage. I am impressing nobody.

Just finished this novel—every page had me hooked! The characters felt real, and the plot twist totally blew my mind. Can’t wait to recommend it to my book club!

Perfect cozy breakfast: creamy oatmeal with fresh strawberry slices and a dash of honey. Just what I needed for a sunny morning!，

Just nailed today's team sync call Cross-department alignment check done, now ready to tackle tomorrow's project milestone. #WorkDaily #TeamWin，

Just wrapped up an inspiring workshop on digital marketing strategies for small businesses! Learnt actionable tips to boost online visibility and connect with more customers. Grateful for the amazing speaker and peers! #MarketingWorkshop #SmallBusinessGrowth

Craving vibrant Thai flavors Today’s special: spicy green curry with tender bamboo shoots and creamy coconut milk—your taste buds are going on a mini vacation!，

Just wrapped another late shift in the office—my desk snack stash and 3rd cup of coffee are holding me together. Here’s to knocking out that deadline tonight!

Start your day with this protein-packed grilled chicken salad —grilled chicken, fresh mixed greens, cherry tomatoes u0026 a light balsamic vinaigrette! Low-calorie, high-satisfaction, perfect for weight loss! #减脂餐 #HealthyEating

[Yesterday I shared my homemade chocolate chip cookies with the elderly neighbor next door—she gave me a jar of her homemade pickles in return! Small joys make a neighborhood feel like family ]，

Just tried the newly opened hand-pulled noodle shop in downtown! Chewy noodles, rich beef broth and tender toppings—total comfort food win. 10/10 would bring friends back tomorrow!

[Fresh cherry tomatoes u0026 basil just arrived! Grab them for your summer caprese salad tonight ]，

[Whip up a 2-minute iced mint lemonade! Muddle fresh mint, mix with cold lemon juice + a splash of soda, and add ice. Perfect for hot afternoons!]

Just got caught stealing your fries u0026 you gave me that "look"—worth every eye roll.

Craving bold flavors Try our new Thai green curry with creamy coconut milk, tender chicken and aromatic basil – your taste buds will thank you!

Just had the coziest weekday dinner — homemade tomato basil pasta with a side of toasted garlic bread. Simple, warm, and totally hits the spot!

Just shared my favorite matcha cookies with my roommate! Crispy, fragrant, and perfect for a lazy weekend snack. Who’s your go-to matcha treat ，