@heartofthesea.bsky.social
amazing the games companies play with proxies and compensation policies
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
November 21, 2025 at 5:59 PM
amazing the games companies play with proxies and compensation policies
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
i dunno why wal-mart moving to nasdaq gives me the ick as much as it does.
November 20, 2025 at 6:50 PM
i dunno why wal-mart moving to nasdaq gives me the ick as much as it does.
Gemini sums up the last 10 years for Sunbelt REITs
November 20, 2025 at 6:38 PM
Gemini sums up the last 10 years for Sunbelt REITs
wonderful business that I sucked my thumb on at IPO. Has done very well, both biz and stock:
November 20, 2025 at 6:21 PM
wonderful business that I sucked my thumb on at IPO. Has done very well, both biz and stock:
what explains this?
Oil stocks up while WTI is down significantly
Oil stocks up while WTI is down significantly
November 17, 2025 at 5:12 PM
what explains this?
Oil stocks up while WTI is down significantly
Oil stocks up while WTI is down significantly
Classifieds marketplaces in the last 3 months
November 12, 2025 at 7:56 PM
Classifieds marketplaces in the last 3 months
November 12, 2025 at 6:59 PM
Reposted
2/ It is uncanny how much Meta’s efforts in the last year have just been a rerun of Mark’s original effort to build FAIR by hiring Yann Lecun back in 2013
- Invitations to 1-on-1 dinners with Mark
- A desk next to Mark at the office
- “Intelligent agents” booking airline tickets
- “Open source”
- Invitations to 1-on-1 dinners with Mark
- A desk next to Mark at the office
- “Intelligent agents” booking airline tickets
- “Open source”
November 11, 2025 at 4:43 PM
2/ It is uncanny how much Meta’s efforts in the last year have just been a rerun of Mark’s original effort to build FAIR by hiring Yann Lecun back in 2013
- Invitations to 1-on-1 dinners with Mark
- A desk next to Mark at the office
- “Intelligent agents” booking airline tickets
- “Open source”
- Invitations to 1-on-1 dinners with Mark
- A desk next to Mark at the office
- “Intelligent agents” booking airline tickets
- “Open source”
Feels a lot like this right now
November 11, 2025 at 3:49 PM
Feels a lot like this right now
$WKL Wolters-Kluwer
November 7, 2025 at 5:16 PM
$WKL Wolters-Kluwer
Barry Callebaut - unreal valuation from 2015-2022 before the cocoa supply mess. a friggin cacao bean roaster for 26x PE, crazy times those were.
November 5, 2025 at 9:54 PM
Barry Callebaut - unreal valuation from 2015-2022 before the cocoa supply mess. a friggin cacao bean roaster for 26x PE, crazy times those were.
Wild earnings season.
Fiserv
Robert Half
Roper
Insperity
FactSet
Fiserv
Robert Half
Roper
Insperity
FactSet
November 3, 2025 at 11:44 PM
Wild earnings season.
Fiserv
Robert Half
Roper
Insperity
FactSet
Fiserv
Robert Half
Roper
Insperity
FactSet
Reposted
Incredible that this chart can do this with these (highlighted) holdings
November 3, 2025 at 4:44 PM
Incredible that this chart can do this with these (highlighted) holdings
Reposted
I wonder how important Halloween is in raccoon culture. They must gorge themselves on dropped candy for weeks
November 1, 2024 at 1:26 PM
I wonder how important Halloween is in raccoon culture. They must gorge themselves on dropped candy for weeks
In the private asset management industry, why does BAM have a higher FRE multiple than Ares, KKR, Apollo or Blackstone?
Is it because of their cap light holdo structure alone or other advantages?
Is it because of their cap light holdo structure alone or other advantages?
October 31, 2025 at 1:30 PM
In the private asset management industry, why does BAM have a higher FRE multiple than Ares, KKR, Apollo or Blackstone?
Is it because of their cap light holdo structure alone or other advantages?
Is it because of their cap light holdo structure alone or other advantages?
😂😂🥲
I've built a socioeconomic system that depends on everyone to do useful work and act ethically except the people at the top, who get unimaginable rewards for being antisocial frauds and criminals. And I think it will stand the test of time
October 28, 2025 at 7:57 PM
😂😂🥲
Reposted
you can log on and encounter behavior on a *daily basis* that would instantly make someone a local pariah in 95% of real world contexts, and the fact that that percentage is lower than 99.99% is itself explained by the fact that we've been running this social experiment for years now
October 22, 2025 at 10:12 AM
you can log on and encounter behavior on a *daily basis* that would instantly make someone a local pariah in 95% of real world contexts, and the fact that that percentage is lower than 99.99% is itself explained by the fact that we've been running this social experiment for years now
"In The Know" Podcast - Episode "Alex Irving: Airplane Mode"
"Airline industry, especially in Europe, will be short of capacity for a while. Airline industry is protected from its own worst competitive impulses because of lack of capacity"
"Airline industry, especially in Europe, will be short of capacity for a while. Airline industry is protected from its own worst competitive impulses because of lack of capacity"
October 22, 2025 at 1:20 PM
"In The Know" Podcast - Episode "Alex Irving: Airplane Mode"
"Airline industry, especially in Europe, will be short of capacity for a while. Airline industry is protected from its own worst competitive impulses because of lack of capacity"
"Airline industry, especially in Europe, will be short of capacity for a while. Airline industry is protected from its own worst competitive impulses because of lack of capacity"
$MUSA vs. $CASY - latter is viewed as a growing food retailer and the former as a gas station for low income customers
October 16, 2025 at 2:53 PM
$MUSA vs. $CASY - latter is viewed as a growing food retailer and the former as a gas station for low income customers
Relentless re-rating of food retailers
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
October 16, 2025 at 2:33 PM
Relentless re-rating of food retailers
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
Reposted
Do read the story. The potential mismatch between $ capital needs and the useful life of the resultant physical capital stock is the central conundrum here?
September 26, 2025 at 11:47 PM
Do read the story. The potential mismatch between $ capital needs and the useful life of the resultant physical capital stock is the central conundrum here?
