Spence Byer

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Spence Byer

Spence Byer

@spencebyer

Kansas raised. Stocks, Country Music, BBQ, Denver Broncos

Omaha! เข้าร่วม Nisan 2009
678 กำลังติดตาม556 ผู้ติดตาม
Spence Byer รีทวีตแล้ว
Ryan Hammer🔨
Ryan Hammer🔨@ryanhammer09·
This is …. And I don’t say this lightly…. The single greatest piece of writing I have ever seen in my life The Japanese have discovered unlimited chips & salsa and it’s beautiful
NOBUNAGA🇯🇵🏯_夏樹蒼依@japan_nobunaga

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving. Chips. Salsa. Unrequested. Free. I stopped the waiter. "We have not earned these." "They just come with the table, man." They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner. This is not an appetizer. This is a declaration: we trust you. Eat. I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared. "Did we…?" "Refill," the waiter said. "It's bottomless." Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined. My friend warned me. "Don't fill up on chips, dude." Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man. I was not hungry. I was not comfortable. I had been defeated by a courtesy. Generosity that arrives before the request cannot be repaid. It can only be survived. I know the rule now. I have made my peace with the basket. One basket. Two at the most. Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

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Spence Byer
Spence Byer@spencebyer·
@BEisenhart It’s very much worth the time shopping insurance in Omaha. We had nationwide they relentlessly increased every year, got 3 quotes that cut it in half
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Ben Eisenhart
Ben Eisenhart@BEisenhart·
Due to Property Taxes and Insurance our Mortgage increases $337 next month. Not a huge deal but brutal if you bought a home at the top end of your budget. Plan accordingly.
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Spence Byer
Spence Byer@spencebyer·
@stoic_returns @Adj_3bitda I don’t remember their commentary ever being a medium term bullish on N2P as this call. Seems like holding is the way to go
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Stoic Alonso
Stoic Alonso@stoic_returns·
$CXDO is. With the same run rate revenue, worse organic growth and worse margins. Recently trading at 3.5x sales. I just think that $IDT has that card to play if the market continues its exhuberance. If valuations normalize, the will just keep printing cash and use it for sensible acquisitions.
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Stoic Alonso
Stoic Alonso@stoic_returns·
$IDT not only published great Q3 2026 results. ✅They announced the completion the acquisition of a majority stake on a tuck-in to fix their structural problem with advertisement. 🛫The CEO said this about the potential spin-off of Net2Phone
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Spence Byer@spencebyer·
Baby’s first Berkshire $BRK.A
Spence Byer tweet mediaSpence Byer tweet media
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Spence Byer@spencebyer·
Baby bear and I took souls out on the track today. I taught her the allegory of the tortoise and the hare #MavRun
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Jays Classic
Jays Classic@Jays_Classic·
Brian Windhorst (@WindhorstESPN) on the Ryen Russillo Show (@ryenarussillo) on Baylor Scheierman (@playforhim3): “Look, I live in Omaha, Nebraska. Grown men walk their dogs on my street wearing Baylor Scheierman jerseys. I don’t follow college basketball much but I can give you chapter and verse on Baylor Scheierman and Ryan Kalkbrenner. I am well aware of their college careers. Certainly, wasn’t like he became out of nowhere for me.”
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Spence Byer@spencebyer·
@SkersNews Engagement bait you are either not a Nebraskan or live under a rock
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SkersNews🌽🇺🇸🔴⚪️
I have lived in Nebraska my whole life and don't know anyone who drinks Busch light. Where does this Nebraska loves Busch light thing come from? Maybe I have an abnormal circle of friends/family lol
Sam McKewon@swmckewonOWH

This quote from a bartender in @Amie_Just column: "I wish one of the Nebraska people would have called me and said, ‘Bring in Busch Light.’ I had some people go, ‘Busch Light, please.’ And I’d look at them, and I’d go, ‘I haven’t had a Busch Light in years.’” From Kimball, Omaha and everywhere in between, Nebraska basketball fans have taken over Oklahoma City as bartenders marvel at their number — and try to keep ice in stock. omaha.com/sports/huskers…

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Spence Byer@spencebyer·
@Schornack Please share which one was best. KochLand was phenomenal, one of the best chapters was about Pine Bend also in your back yard
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Andy Schornack
Andy Schornack@Schornack·
Bought a couple Cargill history books. Might take me a while to read them but I feel it is time. They are dominant in Ag markets and based in my backyard.
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Spence Byer@spencebyer·
@CannaVestments This same gti vs cl comparison also crossed my mind but was thinking back to 2020 quarters where top line was nearly identical
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CannaVestments
CannaVestments@CannaVestments·
Q4 2021 Rev/aEBITDA: Cresco: $218M / $57M Cura: $320M / $80M GTI: $244M / $76M Trul: $305M / $101M 4 years later in Q4 2025: Cresco: $162M (🔽) / $40M (🔽) Cura: $333M (🔼) / $69M (🔽) GTI: $311M (🔼) / $100M (🔼) Trul: $293M (🔽) / $105M (🔽) #CapitalAllocation matters
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LMPD
LMPD@LMPD·
If you crash tonight doing donuts in a parking lot, that’s between you and Jesus. We’re tired.
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Spence Byer รีทวีตแล้ว
SportsCenter
SportsCenter@SportsCenter·
THE BRONCOS CRUSH THE BILLS' PLAYOFF HOPES 😤 Denver heads to the AFC Championship for the first time since the 2015 season 🏆
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Spence Byer รีทวีตแล้ว
FOX Sports: NFL
FOX Sports: NFL@NFLonFOX·
The @Broncos have clinched the No. 1 seed in the AFC! 👏🐎
FOX Sports: NFL tweet media
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Spence Byer รีทวีตแล้ว
FOX Sports: NFL
FOX Sports: NFL@NFLonFOX·
There's a new sheriff in town! The Denver Broncos have won the AFC West for the first time since 2015!
FOX Sports: NFL tweet media
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Spence Byer รีทวีตแล้ว
Denver Broncos
Denver Broncos@Broncos·
AFC WEST CHAMPS. Goal No. 1 ✅ And we’re still climbing.
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CC Visuals
CC Visuals@CCVisuals_·
@BradoCapital Highest % gain: $GOOG Worst % loss: $LMN.V Best performing new position: $HEI Most $ Allocated: $TDG $HEI $CSU Most $ Sold: $BN Most $ Lost: $CSU Fastest Revenue Growth: $TOI.V
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
My Investing 2025 Wrapped: Highest % gain: Alphabet $GOOG Worst % loss: Lumine $LMN.V Best performing new position: American Express $AXP Most $ Allocated: ASML $ASML and TSMC $TSM Most $ Sold: Microsoft $MSFT Most $ Lost: Constellation $CSU Fastest Revenue Growth: Terravest $TVK Comment yours below!
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Oklahoma Space Captain
Oklahoma Space Captain@WGTD_Tracer·
Top 5 shows of the year: 1. Cross Canadian ragweed, Turnpike, Shane smith and the saints, Wade Bowen and American Aquarium in Waco, Tx 2. Boys from Oklahoma Stillwater 3. Shane smith and the saints at Cains ballroom 4. William Clark Green at Cains Ballroom 5. Smokin oaks Grady’s pub Hm: Ricky Chitlon- the vangaurd
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Freeze
Freeze@freezesports1·
I’ve been thinking about it, and can Patrick Surtain even guard Christian Watson? He is 6’5 and fast while surtain is 6’2 and pretty slow. I know the answer might seem obvious, but you gotta remember that Surtain is also the reigning DPOY. He might give Watson some trouble.
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MLFootball
MLFootball@MLFootball·
SHOULD THE #BRONCOS ATTEMPT TO TRADE FOR #BENGALS SUPERSTAR QB JOE BURROW…? Denver could use young QB Bo Nix and multiple draft assets to make a historic trade offer to Cincy. Burrow is 29 years old, in his prime & appears to be unhappy in Cincinnati. Sean Payton & Burrow 🤯
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