comments

My advice is that for the amzn style investments you make.. Don't bet anything where it would be painful to take a 75% haircut. Ross Gerber is my king when it comes to betting on name brand nonsense in bull markets and experiencing diversified winningness. I wouldn't risk more than 10% on something like that at this price. There are enough other high growth companies at comparable prices to own as a small basket of an intelligent portfolio.

I think that a good place to be is to be diversified across lots of stuff when it makes sense to do. I have lots of ideas for that but I am not there yet myself. Sometime later this year. I have lots of picks I send my dad for his dividends but I do it mostly to try to help him with understanding the difference between various levels of quality of earnings, like for example; a mREIT that buys mortgage backed securities and levers up and earns the spread between its borrowing costs and its portfolio yield is riskier than a triple net REIT to interest rates or a bdc has management risk, or tsla is a dumpster fire, or that there are equivalent securities in a different part of the capital structure in a different industry most of the time. For me right now, it is CTL vs fnmas.

The funny thing to me is that with short hair I never found great women on a daily basis, that's like their opinion. I mean, I can find them and see them, but my casual observation is that it does not matter what I look like... This is such a woman's perspective; she is just telling me that I better shape up because she needs a man: but I gotta tell you something, sister... Looks matter more to girls and power matters more to men. I have lots of spare capacity and I can onboard some liabilities, and I am just here offering my words for anyone who wants to know how to make their business make more money. That is my specialty. The rest of the world keeps coming to me begging for more. I make choices. I have control. I can stay anywhere I want, however long I want. I have staying power. I literally never have to do anything I don't feel like ever again and I can afford it. I don't need advice. I didn't ask for it. I don't want it. I do not appreciate being patronized. I hope you treat your brother better. The good news is you can't touch my feelings, I'm so far above it. Anyway, this is for anyone who wonders what my thoughts are and why it looks like I don't give a shit but you can't tell the difference between a rich millionaire and a homeless person, not my problem. Check your eyesight. Check your nose. Check your pockets. Its time to get out of the bath tub. I always end up here. Time to go save the world.