just got my first follower. it's game over for all of you.

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is this kind of loyalty still rewarded in 2026?

a $400k home with 20% down costs: - $2,235 / month at a 7.5% interest rate - $1,314 / month at a 2.8% interest rate we had a 2.8% rate in 2021... that's a 70% jump in monthly payment because of interest rate alone

monster 6x'd it's international sales in the last decade from $580M to $3.44B - now making it 41% of their revenue the $MNST team CONTINUES to outperform, constantly pushing for growth and operating at an incredibly high level

LLMs are basically just Guy Pearce in memento - they write little notes to themselves in md files to remember previous conversations and understand future tasks

there are 98 days left in the year. let's make em' count. put your phone down. read and write every day. go on walks, undistracted and unbothered. prioritize sleep. focus when the task at hand requires focus. relax when it does not. get after it.

i think Dick’s Sporting Goods is the most interesting retail panic in the market right now > stock down 28% in a month > six insiders/directors bought $5.1 million in the open market > CFO personally bought $1 million > core Dick’s comps still grew 4.9% > real brand and real business $DKS

this is what you get when you subsidize token usage. this is why we need an IPO. so that we can have more RockOps.

last quarter, Berkshire added $17B in $GOOG to its portfolio. the last time Berkshire added this much to a single position was 2022, when it was loading up on Chevron barrels to browsers, baby

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this has to nuke the margins on ice cream right? employee hours to put on the alarms + cost of the alarms themselves