kurt

(at the ted k reading club) okay that’s enough socialising for this week

If Wemby exist wilt was definitely what the old heads say he was

chet was wearing durags and eating oxtail while wemby was training with the monks and hakeem

@dotnetschizo blocked

@virtualmusing captain, it’s tuesday

I told a guy at a barbecue last weekend that I had been buying busted small-cap software stocks at 4x free cash flow, and he looked at me with the specific facial expression of a man who has just realized he is trapped in a conversation with someone who voluntarily reads 10-Ks on vacation. He asked, with great gentleness, if I had considered Nvidia. I said I had considered Nvidia in the way one considers jumping off a bridge: briefly, theoretically, and with a clear understanding of the outcome. I told him I owned a company that sells dental practice management software to 11,000 orthodontists and that the CEO, a 64-year-old man named Greg who has not updated his LinkedIn since 2017, was, in my professional opinion, the single greatest capital allocator alive in North America today, and that I would, if legally permitted, have Greg’s name tattooed on my forearm. He asked if Greg knew this. I said Greg did not know I existed, and that this was the foundation of our relationship and the source of its strength. He excused himself to go check on his children, who, I observed, were not present at the barbecue. I stood by the grill alone for the next 40 minutes, eating directly from a bag of buns, thinking about Greg, who at that exact moment was, somewhere in suburban Indianapolis, almost certainly buying back stock at prices that will, in 2031, be regarded as the single greatest gift any small-cap CEO has ever given his shareholders, and the host’s wife came over and asked, with palpable concern, if I needed a ride home, and I said no, I needed nothing, I had Greg, and Greg was enough, and I have not been invited back to that house, and I do not care, because Greg loves me even though Greg does not know I am alive, and the math, as it has always been in every great deep value trade in history, is the only thing in this country that has not lied to me.

Tasmania Risks Up to $300m in Native Logging Payouts as EPBC Reforms Loom woodcentral.com.au/tasmania-300m-… “The report warns that forestry-related risks add pressure to Tasmania’s already deteriorating fiscal position,” Optimal Economics chief economist Stephen Walters said.

every tweet is the expression of a prurient desire . some more overt than others

Today, forest defenders have halted logging in a forest in Lutruwita / Tasmania’s Central Highlands near the popular tourist destination of Lake St Clair. “We are here to take a stand against Forestry Tasmania’s senseless destruction." #politas bobbrown.org.au/protest-in-tas…

James Merrill

dw i think your investors will be ok...

I’m once again saying, if you think this is true, you should go do it. But I’d recommend checking public sector salaries first.

Premier @jeremyrockliff says that the Government, via STT, will ‘continue to factor Commonwealth policy changes in to contract arrangements’ and that negotiations will ‘take into account changes to the EPBC framework’ #politas a shift in language from @felix_ellis’ talk of burying our heads in the sand and bailouts from Canberra

@stableshaman @TassieWild @felix_ellis based on

@virtualmusing @TassieWild @felix_ellis is this based ?

standing w/ 8 MPs (a bloc which holds significant leverage in this minority parliament) who signed a letter noting the sovereign risk of entering new long-term logging contracts, @TassieWild Forests Campaigner Hugh Nicklason says to @felix_ellis ‘ignore us at your peril’ #politas

Greens leader Rosalie Woodruff has asked the premier about new forestry wood supply contracts that could cost the state $100m+ if rushed into before new federal environmental laws are fully understood, as outlined in recent reports @7tasnews #politas

Politics isn’t working for places like ours. I will change that. #AndyBurnham #ForUs

Budget Week Blues

@creatine_cycle @mots_pod based & caropilled

what the fuck is this

there was one summer when i was ~11 where one of the only things i really did other than cricket was play halo CE on PC listening to music on repeat. it’s wild how much some songs sound like blood gulch