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Buying somebody a Christmas gift after you’ve mutually agreed not to do gifts is a personal attack.
I have no idea how you invest behind this - But I think grocery store prepared food (or nearly prepared food - think take-and-bake kits from COST) take share from both restaurants and traditional grocery. Value prop very compelling vs restaurants now, quality quite high too.
Huh, Wild Fork (the specialty meat store) is owned by JBS, the giant Brazilian meat processor. I did not know this. I guess it makes sense?
Jeez. I knew Citadel had been shifting people to NYC / Miami, but I didn't realize it was this extreme: bloomberg.com/news/articles/…
Staying at a Double Tree in Schaumburg, Illinois to visit my in laws, and going to a Cooper’s Hawk winery for dinner. This is the most American experience possible.
Is green bean casserole a largely midwestern dish, or is it common around the country? I had it growing up in California… but, then again, my grandmother was from Utah. Like, she made enchiladas with cream of mushroom soup (really). Now I’m not sure.
89 票 · 最終結果
Every pitch now be like: “We’re long Okimotive, a spin out from a Taiwanese laundromat that is the preferred toilet paper of data center electricians. This business traded at 2x earnings for 30 years, but we like it here at 9x EPS growing 114% YoY”
TMT is 3 choices: Buy Mag7 Buy an AI winner that’s +140% YTD & 60% above its 5 yr avg multiple Buy “other”, but it’s -70% YTD after being -17% on earnings this week
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