Peak cereal experience is Trader Joe's plain cornflakes with a perfectly ripe banana and Darigold high protein whole milk
Tai Juan Semiconductor retweeted
Does anyone know a psychiatrist?
(Just put an offer in on an apartment building in LA.)
Tai Juan Semiconductor retweeted
HAPPENING NOW in downtown Chicago, outside the Chicago Mercantile Exchange, the historic center of onion futures trading
Tai Juan Semiconductor retweeted
Mark Zuckerberg pretending to enjoy Guinness is my new favourite thing.
It's exactly noon and there's not even a long line at Chipotle. Still not sure if this is a buyable dip $CMG
Is there any consequences for @lyft drivers who cancel a ride at the last minute?
New Li Lu interview detected
Replying to @_charles289
I believe it’s his recent interview at Columbia university.
youtu.be/FwDKCNfHHtY?is=F61X…
Not sure how realistic it would be but it seems like something like zoos having security guards with at least tranquilizer guns would be reasonable. With modern technology you would think they could even use drones to quickly sort out this sort of thing
Sad incidence at Yorkshire zoo.
He was using Makaton and trying to ward the tiger off with the hand sign for 'bad'. It's a way of communicating for people with learning/communication difficulties. It's very sad.
If he’s mentally disabled enough to not understand that what he was doing was putting his life at risk, he shouldn’t have been allowed at the exhibit and especially unmonitored. There’s gross negligence happening here.
His friend says he was autistic and deaf. So sad.
Tai Juan Semiconductor retweeted
Humans have more value than tigers.
That's my controversial take of the day apparently.
Tai Juan Semiconductor retweeted
If you ever wonder why buying $CPT at a 4.4% dividend is likely better than the 10-year US Treasury at 5.3%. I have a free write up for you
The simple answer, AFFO/sh (REIT FCF) CAGR of 4.4% over 10 years and current AFFO yield of around 6%
hardassetmemo.substack.com/p…
Can't believe I just came around to writing this one!!!
Also insane AFFO/Sh growth in SoCal Warehouse in the past decade, just unbelievable!!
Tai Juan Semiconductor retweeted
Okay I've seen enough.
Defense stocks will never go up again in my lifetime.
It's been too long since somebody's interviewed Bill Chen @DieHardCapital , we need to know what he's thinking















