Oil & Gas, Banks, eCommerce & Other

Big/Small Tech, Gambling, Some Healthcare, couple Shorts, Trading, AI,

Lessons, Special Sit, Restaurants & HelloFresh and other things to

munch on...

“Investors are barely able to wait till the next quarter or commercial break to hit the remote control and change channels or trade stock… Are we all nuts? Don't we realize that good things come only with time and patience? Don't we realize that businesses, societies, and relationships need long-term goals and plans to succeed?… And Wall Street can go to hell. I'm going to ignore the quarterly numbers and run my business for the long run. In the end, this will make them switch to me, anyway.” - from On a Roll by Howard Jonas Founder of $IDT

Topics: Quote, Portfolio & Discussion, more Earnings, Interesting 13Fs*, Book + Section for Paid subscribers + more

$SFM $IAC $SPOT $NTDOY $LKQ $BSM $PYPL $VMD $EVVTY $WBD $BUR $OPFI $OZK $MITK $TCS $OMAB $(UNDISCLOSED) $UG

Banks, Drugs, A Few Shorts, Tobacco, Gaming,

Berkshire, Energy, a lot of Tech, IPOs, some Reading materials,

International, Fast Foods, Bananas and other things to munch on...

Payments, Ecommerce, Medical Devices, a few shorts,

Big Tech & lil tech, more Earnings, lots of Podcasts, Telecom,

Death, Gold, Candy Bars, and other things to munch on...

Topics: Quote, Portfolio & Discussion, Some Earnings, Looking at Portfolio as S.O.T.P., Books

$IAC $SFM $NTDOY $SPOT $BSM $LKQ $VMD $PYPL $EVVTY $WBD $OPFI $BUR $MITK $OZK $OMAB $TCS $(UNDISCLOSED) $UG

Restaurants, Earnings, Payments, Fraud, Semi-Luxury stocks, Big Tech, Online Retail, Commodities, Investing Lessons, Tobacco, Drugs, Celsius, Pizza, and other things to munch on...

1800Flowers $FLWS

"Flowers and much much more...maybe too much more..."

Check it out and if you enjoy please like, subscribe, and share with others it helps a lot 🙏

Personal Care, Commodities, Payments, lots of Tech, Luxury, Chinese Stocks, Micro caps, Music, Gaming, few Shorts, Litigation, International, Books, Cars, Newspapers, and other things to munch on...

Few Shorts, Luxury Goods, Las Vegas, Big Tech, High Growth, Consumer Staples, Vintage footage of Benjamin Graham, Lots of Podcasts, Cheesecake & Apple, and other things to munch on...