Peter Eller

There were probably ~15 ppl in front of me Monday afternoon and another ~10 piled in within few mins, definitely busiest I’ve ever seen a $DLTR got those nice ceramic soup bowls can’t beat it! (Unfortunately only 1/2 self check working and 1/3 person on register)

But..of course best thing to do is sit by and watch it happen like we’ve been doing!

Folks we might wake up one morning to a “I don’t like the constitution anymore its woke, under my authority we write a new one” and then let’s see!

They paid a hefty div for a while and cut it, seemed to get things under control after that, always in favor of the div cut when its something like 7 or 8%

Nice to see Paulson and Geithner together, 2 different minds and ways of handling during a bad financial crisis, and a sound voice through the noise right now

Just got into Penn Station before it hit! Definitely bring tomorrow tho

Yikes!

I remember probably 20 years ago standard size bar was as low as .33 at $WMT then moved to .48 now its $1.30 not sure how much higher they can go but their generic brand is actually priced higher per lb in bulk size (Symphony is really good)

Great stuff Carl, watching your show now since ‘08

Fleetwood Mac reunion is it really happening??

Never too late to start a new journey, come with ideas, and execute. Took me 10 years to get here, each day am blessed and focused

Visiting managers from other teams, regional or global heads, them just seeing you or stopping to introduce, the best form to get your name out there

There is a definite sense of network and team building/career growth the more days you make it in, tradeoffs for those who may or may not yet have families, suggestions to younger folks just out of school, aim for 5 every week regardless of your position in the firm

1st week since early 2020 working in the office 5 days a week, this time Manhattan vs Buffalo, subways/trains still definitely busy on M & F (7th av at Penn to 49th) and office at 30-40% staff

Trump calls Zaslav tonight to force firing of Bertrand - wait and see

NYC friends/peeps here - I am moving! New job starts 7/1. Will be in midtown, more details later (expect less stocks/commentary tweets) Would be great to meet up sometime!

I'll be in Rahway permanently in less than a week..106F real feel.. yikes lol

I thought he was not bad at CNBC '07-'09 but Fox business is where ex-CBNC peeps go to a slow death

A winner!

Getting noticed by the president of the Chicago Fed is pretty much the icing on the cake tho

*Insert GTA San Andreas meme*

$SBSW 1y highs..

Interested to see a driving vs flying split for domestic travel with the ATC mess now

Never seen a big and stable compounder bro collapse so fast like $UNH

I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports

20 years?! now I feel old!

Lets take a look at Friday's trading activity in $LSEA

Even after this mornings move, $UNH still outperforming S&P by ~900% since Mar '09 lows - the longs had a nice run and got lucky

GOOG is like my Berkshire's KO - never selling (1st stock I ever bought in 2008)

Anyway. We are here.