Excited to have my friend @1MainCapital back on the pod tmr. We'll be talking $LMB . Any questions for Yaron?

Riley initiated on $WEAV at ~8 AM this morning with a buy rating and a $8.25 price target (stock closed yesterday at $5.55/share). Company announced a take-out at 9 AM at $7.40/share. Don't think I've ever seen an initiation that didn't survive an hour before

Bull market in blooming onions; $BLMN the best performing stock in the whole market today.

Excited to have @paulcerro of @cedargrovecm back on the pod tmr; we'll be talking $HIMS any questions for Paul?

So $MSTR is currently selling both stock and BTC to build up cash reserves.....

I know there are crazier things going on in the market... but it is pretty wild there are 16 analysts covering $MSTR and all of them have buy ratings with an average price target 3-4x today's price.

At current prices, $LESL's entire board and management team own ~$62k worth of stock combined For comparison, annual board fees/member are ~$220k, with ~$90k of that in cash The CEO makes $850k/year in salary, so the whole board owns less than one month of the CEO's salary.

Every AI company is going to IPO at a trillion-dollar valuation on the thesis that superintelligence kills all SaaS companies (and perhaps all knowledge work).... meanwhile, every time Anthropic ships an update, my usage limits reset and I save $200.

Here's a fun stat: $PRKS has blamed weather for weak performance in 15 of their past 16 quarters.

Excited to have my friend @HawkinsEntrekin back on the podcast tmr. We'll be talking $PRKS. any questions for hawk?

Excited to have @Adam_Wyden on the podcast today. We'll be talking $STGW and maybe a little $DRVN. Any questions for Adam?

Thursday before a long weekend. Bring on the 8ks. The weirder the better.

It is wild to me that you can have a company trade right at "mNAV" while they have a set of prefs yielding ~20% and trading at ~50% of face. Just seems completely impossible.

Excited to have @accrued_int on the pod tmr for our quarterly TMT check in. Think we're focusing on $FOX / $ROKU, but will be talking all things TMT. Any questions for Simeon?

Took my 2.5 year old daughter into a bar after school yesterday to shout "Let's go Knicks", and now she won't stop screaming "I don't want to go to school; I want to go to the bar"

Depending on where you bought and sold $PAVS today, you could have been up ~5%, down ~96%, or have made >25x your money. Wild

Excited to have @A_May_MD back on the pod Monday. It's been a crazy week; we'll be talking all about what adjustments the Spurs can make to try to steal one from the Knicks at MSG. Just kidding; we'll be talking $ABVX readout + $NKTR + all things bio. Any questions for Adam?

Not sure there's anything like the CVNA stock chart. If you had bought 5 years ago, went into a coma, then woke up today, you'd be up 30% (and slightly trailing the index!) and have no idea what came in the middle....

Buffett famously said that an investor with 160 IQ should "sell 30 points" because being too smart can be a liability in the market. If it's inevitable we get 200+ IQ AI, does that mean humans are cooked as investors? Or would Buffett's quote suggest more opportunity?