Ex-Hedgie, Full-Time Compounding Dad @KashFlowDad
Former hedgie turned bedtime alpha manager || FCF ≥ chaos || Teaching long-term thinking in a short-attention world Bedtime Fund, LP Joined February 2014-
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$CCOI leverage kills.
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Ugh. I hate that this is so accurate. Share count down 30% since original tweet. 1 spinoff completed. Adjusted for spins/divs think that the stock is still down a couple percent. Fries comp still chugging along.
Ugh. I hate that this is so accurate. Share count down 30% since original tweet. 1 spinoff completed. Adjusted for spins/divs think that the stock is still down a couple percent. Fries comp still chugging along.
Narrator: It was, in fact, a V-recovery.
Narrator: It was, in fact, a V-recovery.
Zaslav! $WBD
Pace of buybacks about to ramp up significantly and lots of room on leverage target $CHTR
$NEN makes a substantial MF acquisition for $175,000,000 - a lot of space between current rents and market. belmontonian.com/real-estate/br…
The iPhone 20 comes off the line at a starting price of $3,500 in Akron, Ohio circa 2028 $AAPL #Tariffs
I knew it was coming eventually but it seems like the buyback engine is back on. Huge step up in pace from February. Maybe for once they won't be buying at ATHs. $CHTR
Market's down hard in a couple days. Now’s not the time to panic. Go over your favorite names and re-underwrite your theses. Pick your levels/valuations. Be ready to be aggressive. Do this every couple weeks. Not sure it's going to be a V-recovery this time so be patient.
Our young kids seem “so independent.” Really it’s just that we outsourced to them the stuff we hate: – Picking outfits – Running their own baths – Negotiating sock choices When there's no choice, they manage it all. Turns out, they rise to the occasion.
Nike shifted production from China to Vietnam to sidestep tariffs—only to get hit with new, bigger ones. Oof. $NKE #tariffs
An AMEX-Apple tie-up makes a lot of strategic sense if the economics work. But I hope $AXP remembers the pain they had to endure losing Costco in 2015—walking away from low-margin business beats chasing prestige every time. Margins > Headlines. wsj.com/finance/bankin…
I find it amusing that $PVH no longer owns its namesake brands. PVH ≠ PVH anymore. It's Calvin Klein and Tommy Hilfiger.
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