Do you consider yourself to be a good investor?

I will never unsee that clip of Jokic's brothers tossing Mike Malone up in the air like a tiny child.

@Invesquotes Good stuff. Rochon is one of my favorite investors.

$ODFL is the best in the LTL business and it isn't particularly close. Love to see a company that operates with such excellence. Can their strategies be copied? Maybe, but copying their culture that has been built over many decades is certainly a challenge.

I do my best to narrow my investing universe to companies I can understand or predict. Yes I will miss a whole lot of companies that end up with great results. But right off the bat I exclude all: Banking, Pharmaceutical, Commodity, Oil and gas, Genomic, Cannabis and many others

Know literally nothing about the company other than a brief 1 paragraph description. Saw it come up on a screener and like the financials at first glance. What can you tell me about $BCC? Thanks

What is your greatest investing win and what is your most heartbreaking investing mistake? Win: Buying $AAPL in September 2013. Turned $2,800 into $30,000 today along with all the dividends. More importantly, showed me the power of compounding which started my investing…

My fam made an investment into a SF class A office building right before COVID. Rents were well under market and occupancy far below area average. Large GP with proven track record with a strong improvement plan to bring rent/occupancy up. Investment likely a 0. Investing is hard

You are not Warren Buffett and neither am I. The faster you understand that, the better off you'll be.

@MarceloPLima It can and will. For $AAPl, even a million units however doesn’t move the needle all that much. $3.5B is less than 1% of sales. Needs to sell a whole lot more than that for this to be accretive. It might one day, too early to say.

@borrowed_ideas Seems to me that there is room for both to play in this sandbox. I think more important for $META is that $AAPL validates the desire for AR/VR and will continue to drive consumer attention. Both companies can do well, but we are still many years out from economic contribution.

Damn.

My company put a property under contract which has a good chance of being by far the best real estate investment we've ever made. Don't want to share details yet, as things have a habit of falling through, but I'm excited about this one. I'll give one hint: Truck Parking

Had thought about selling $DG the last couple months, but never pulled the trigger. Looking like a poor decision with the stock down 20% today. Now I guess I'll just hold and wait. Still a great company but probably trading around a fair price now.

$RHI is going to have a tough few quarters coming up given the economy and hiring markets, but damn it is a good business. Super high ROIC, low CapEx. FCF monster. Trades around a 8.5% FCF yield. Will be watching this one closely.

@TidefallCapital And this is why my career dream is to sit on a bunch of corporate boards.

This is what caused a 10% after hours drop in $ULTA. Can you believe how dumb short term analysts can be? As if a 14.5% vs 14.7% operating margin difference is material. 10 years from now will a .2% difference be memorable? Not in the slightest. Think long term.

$ULTA quarter great as always. Particularly fantastic as compared to all the other retailers reporting subpar quarters. Such a good business.

Just listened to a great Business Brew podcast between @BillBrewsterTBB and @BradoCapital. Two good guys. Highly recommend giving a listen.

All I know is that the $NVDA report bodes well for the coming quarters of the semicaps companies. Go $AMAT $LRCX $KLAC!

Something I learned today, Bill Gates’ investment company owns the majority of 4 seasons hotels. Bet that’s a cash printer. Great brand.

My entire real estate strategy boils down to buying industrial properties with super close proximity to highways.

$CMCSA should sell off Peacock and $WBD should buy it, thus creating the ultimate streaming service “MaxCock”

@JohnHuber72 Knight c6. Queen covers the rest.