@WildcatsSAQ @stevemagness Track could use more theatrics. Let’s make the sport more fun to watch
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Mika G
465 posts
@stevemagness What is ridiculous is not having the discipline to simply run through the finish line without some dramatic performance
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This is ridiculous.
And track and field gives their officials too much power.
Imagine if an NFL or NBA ref could negate all points scored in the last 10 minutes of play off a single infraction. That's essentially what we do in track.
There are no minor penalties. It's dumb.
HighSchoolOT@HighSchoolOT
Mallard Creek boys track and field was disqualified for unsportsmanlike conduct after winning the 4x400 relay in the final event of the day. Had the result stayed, the Mavericks would have won the team state championship. Instead, they remained in second place. You can read the full story on the NCHSAA 8A Track and Field State Championships at highschoolot.com/story/live-upd…
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@AnotherBio What are thoughts on some of the governance changes that were filed in January? The top holders list is certainly not passive. I wonder if they are pushing for change?
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$OABI Small update on the chicken-cow-human antibodies. Unimpressive earnings but narrowing deficit implies they might make it to profitability without dilution (I think it´s mostly a function of 1402 success?).
What piqued my interest in recent weeks was this transaction between TEVA/RPRX. It´s still early, but say they proceed to Ph3. Then RPRX will have paid 500 mln$ for "a royalty". Let´s say it´s 10% vs 3% for $OABI, will imply a NPV of at least 150mln$ or 50% of market cap today IF Teva hits the Ph2b / RPRX opts in.
We´re not there yet of course, but it´s a very fresh catalyst imo that basically just surfaced that clearly in January when RPRX/TEVA struck the deal.
AnotherBioInvestor@AnotherBio
Using current weakness to add to / build new positions. Quick pitch on one new idea $OABI (1.38$) 1/x They own several platforms to develop drug candidates and then license them out for milestones + royalties (usually 2-4% percentage range as they license out very early).
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quit your job and testosterone skyrockets
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@stevemagness In your view what are the implications of this applied to every day training for 3k/5k? The fueling strategy does not help for a ~15 minute race. But how meaningful is it to be able to run faster long distance training runs and presumably recover faster?
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What's changed in running? Why is everyone running so insanely fast? I cover it all in my new article: substack.com/home/post/p-19…
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This era of marathoning is insane.
A random American who was nowhere near a stud in college just ran 2:05 in Toledo Ohio.
It’s not even the same sport it was a few years ago. Shoes, fueling, etc. have changed the game.
David Monti 🥑@d9monti
A mind-blowing marathon debut for @Vinnymauri at the Mercy Health #GlassCityMarathon in Toledo: 2:05:54. . USA debut record . #3 USA all-time on record-eligible course
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@DoNotLose @63andConcerned @rworms2025 @Pm0130454849892 If the government was going to do it…they would have already
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@63andConcerned @rworms2025 @Pm0130454849892 Uh. $fnma and $fmcc commons need to survive 80% dilution on top of $190b of spspa conversion. Trump will act very shortly but the government is going to monetize its equity position fully
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Centcom is setting conditions to clear Iranian sea mines…
USS Michael Murphy and Frank E. Peterson
Let’s goooooo!
GIF
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@DoNotLose Deemed repayment accomplishes a few important things: 1) reduces litigation overhang 2) avoids breach of federal debt limit, since GSE debt would be added to the national debt if Treasury owns over 80% of shares 3) increases likelihood GSEs trade at an attractive P/E multiple
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Replace write off with convert in the plan and uncle sam makes more money is all the rage at us treasury last i checked.
Cmdr Ron Luhmann@usnavycmdr
Bill Ackmans Plan-Retire the Sr Preferred- loan has been PAID in FULL !
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Mika G retweetledi
BOOOOM ! - Bill Ackman Pitches Washington on Fannie Mae, Freddie Mac Plan. Why a Deal Isn’t a Sure Bet. 4
barrons.com/articles/bill-… via @BarronsOnline
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@E_Barcohana Also coming from Russia by way of India. Totally bananas. Buckle up for double digit gasoline in CA
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@DoNotLose @BillAckman It appears to me that without congressional action to increase the debt limit, it’s impossible for UST to own more than 79.9% without triggering a default. @BillAckman correct me if I’m wrong. In administrative recap, PSPA monetization is not an option
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@DoNotLose @BillAckman The Fed Govn has zero net new borrowing capacity under its current statutory limit, having hit the $36.1 trillion ceiling . The government is utilizing "extraordinary measures" to avoid default, while total debt has already surpassed $38 trillion
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Who else has over 10% of their net worth in fannie and freddie preferred? $fnmas $fmckj $fmccs $fmccj $fnmap $fnmao $fmccl $fnmaj winners only
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@michaeljburry Check out $oabi. I think you’d appreciate the capital light, high ROE business model & high growth CF stream. Joel Greenblatt took down some of the recent secondary.
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Christian sent me these update photos in October.
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Twelve months a year, Cassandra Unchained will donate 5% of subscription revenue during that month to a selected and vetted charity. This is also an opportunity to spread the word about charities truly making a difference. December’s charity is TogetherCalifornia, which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action.
togethercalifornia.org
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