rob lyons

@Hot_Pepper76 we built this city ... on rock and roll. Jefferson Starship. They repeat that phrase about 47 times!!! so irritating.

If you could erase ONE overplayed classic rock song from existence forever, so it never gets played again, which one are you nuking and why? Be brutal. This will help me when posting songs. I try to avoid the ones I see over and over, but they still get a lot of love.

@wynown @thescottbarber Yes!!! Posts like this one make us love him more and more!!

@thescottbarber IS THIS FAKE NEWS TOO ?

Honestly who in the US is okay with this?

@rinsana @nycjim How stupid are you Ron? These clerics are brutalizing the people of Iran. We are trying to help them regain their freedom.

@nycjim We carpet bombed Dresden & Tokyo and no surrender. Won the Battle of the Bulge ... the Germans did not surrender ... took two atomic bombs to get the Japanese to agree to unconditional surrender. They haven't fought a war before. (Also, no surrender in Korea or Vietnam, either).

BREAKING: They don't even have a concept of a plan.

@KeithOlbermann you did a post without melting down about Trump !!! A big step forward for you Keith

Fun baseball fact: The new minor league six-game series came up on the Padres' telecast today. They used to do it (and longer, 7 and 8) in the PCL which had a 220-game schedule in the early 20th century and 200 games as late as 1950 (the 1950 SF Seals went 100-100!)

@JohnMTillman @CollinRugg Very astute observation John. Exactly right.

@CollinRugg The goal is to enforce a cultural boundary through hysteria. By inventing a crisis ("guns and tanks"), the media tries to squeeze athletes into fearing the mob more than they respect the office. It’s a failing tactic from a fading elite. It's called "Orchestrated Pressure."

NEW: Canadian hockey analyst Steve Dangle has an unhinged meltdown because Team USA hockey players shook hands with President Trump. "You f*cking a**hole. We'll never be your 51st state. And that's got nothing to do with hockey." "That's got everything to do with you motherf*cker showing up at our front door with guns and tanks and sh*t." Canada is not taking this loss well.

@ConsumerSOS You brought this on yourself idiot! Russia Russia Russia bullshit. No one trusts you anymore.

Trouble.

@rinsana @iAnonPatriot Sorry about your bad case of TDS Ron. Hope you feel better soon.

@iAnonPatriot He has his own platform. Why do others feel the need to give him airtime? He’s barely competent to speak about sports, let alone domestic policy, economics or world affairs. Enough with the celebrity politicians!

Stephen A. Smith just COOKED Democrats planning to boycott or protest President Trump’s State of the Union.. “At some point we’re going to need some adults in this party..” 👀

@acoyne Get a life Andrew ... you are obsessed with Trump.

They are celebrating him.

@acoyne You sound way too happy ... your job is to report both sides of the news ... not be a partisan hack.

31 point gap.

@acoyne I'm worried about your mental health Andrew, seriously. Give it a rest with this non-stop TDS.

For God so loved the world...

@itsme_urstruly my Dad's pipe tobacco. ... I think it was Amphora

What is a sound or smell that doesn’t exist anymore, but 40 years ago was so common it was considered background noise?

@acoyne like the CBC?

Constant barrage of ads from the Ford government – on radio, on TV on social media – telling me what a great job they’re doing, at my expense. Using public dollars to cement themselves in office. This sort of thing should not be allowed.

@DanRussellST Be gracious Dan. It was a wonderful game that could have gone either way ... Canada has won many of these games ... let the US have their day of victory. Its the classy way to deal with it.

Haha. At the ends he admits it “could’ve gone either way”. Do you think? Of course - enjoy it. Before this game, they were very good in the tournament. Just not in this one.

@acoyne Be a man Andrew. Congratulate your opponents and appreciate the quality of this game!!

Ridiculous. Absolutely ridiculous. Why not settle it by a skills competition while we’re at it?

@PeterHRatcliffe I live in the US. If need an MRI on my knee I can call my MD and have it done and read in 2-3 days. How about you?

As a Canadian, it shocks me how little the average American understands about Universal Health Care. They are brainwashed to believe that corporations must profit to deliver healthcare that every citizen needs. Most of all, the US is proud of elitism: more money, more services.

@DanRussellST Gordie, Bobby, Wayne and Mario ... what do they all have in common (beside Mt Rushmore of hockey)? They all chose to live in US. Maybe you're missing something Dan?

Nice goal, but sorry Quinn Hughes about your enthusiastic, but stupid quote. “I love the U.S., and it's the greatest country in the world…”. Loving your country is okay, but did you learn nothing about the USA while living in Canada? 🙄

@pre2000hockey Pie shadowed by Dale Rolfe

#vintagehockey #bruins

@rinsana @ewong They hate Illegal immigration Ron ... they waited in line, got vetted and went through the legal immigration process. They object to unvetted people crossing the border illegally. Surely you understand this?

@ewong Why do immigrants and sons of immigrants hate immigration?

Rubio's speech in Munich warned of the "civilizational erasure" of Europe and the ills of "mass migration." He said the US aims to save European culture. And he pushed for more defense spending. These were the same themes Vance struck last year, but Rubio had a friendlier tone.

@pre2000hockey the original "spitting chicklets" ... took a puck to the mouth and spit out a bunch of teeth... didnt miss a shift

#vintagehockey #penguins

@B_M_M_3 Talk to people in the used car industry ... CVNA claims their margins are 3X what every other competitor makes. How??

The biggest lesson I’ve learned investing in Carvana since 2022. In the end, investing works only when there is a gap between price and value. The size of that gap differs by stock, and $CVNA is one of the clearest examples I’ve seen. It shows, in real time, how human cognition and crowd conformity create mispricing and how a small group of investors captures long-term excess returns as that gap gradually closes. People prefer short messages, simple narratives. When information is long and complex, most people do one of two things: 1. ignore it, or 2. look for someone else to think for it. CVNA strongly attracts the second type. “ABS? Securitization? Drivetime? Bridgecrest? Too complex. but this company’s growth and profitability look too strong relative to peers, so it must be fraud.” People who outsource their thinking are easy to synchronize into a crowd, because narratives are cognitively comfortable: “He’s a famous short seller, he was right before.” “Remember Enron?” “This is fraud.” “Related-party transactions? Suspicious.” Human perception and judgment are shaped by evolutionary design. This is less about willpower and more about default cognitive wiring. People struggle with rigorous deduction and naturally gravitate toward pattern matching from past cases. That is exactly where opportunity comes from. That is what CVNA has gone through for the last four years. (Actually not 4 years, but more than 8 years, same topic, but none of them success) The claim has always been started the same: “Someone finally found proof it’s a fraud.” But what happened in the end? While that conformity cycle repeated, What is truly important? How many vehicles does Carvana actually sell? What is the growth rate? How did the business perform? How did growth and operating results evolve? Those are what actually matters. Of course, if someone insists past 4 years car sales, EBITDA, real customer themselves are fabricated, there is no meaningful discussion left. They should simply short it with full size. I recently read @mjmauboussin 'Who Is on the Other Side?' and found it deeply resonant. On the other side of my investing are often people who cannot process informational complexity, who fill gaps in incomplete evidence with narrative certainty, and who miss what is truly fundamental. Also on the other side are those who try to profit from shorting by exploiting complexity and uncertainty or those who are unaware of what they do not know, yet carry strong conviction anyway. That dynamic is part of what gave me structural edge, and also the distance to watch endless meaningless arguments with both amusement and sympathy. As Ernie said at the end of the earnings call : “The march continues.”