Marc
@chaoscontrolchaos.bsky.social
Standing on the shoulders of midgets.
I was here to discuss investing, books and music, but my country is on fire.
I was here to discuss investing, books and music, but my country is on fire.
This is unbearable. I don't have words to express how depressing this is.
November 19, 2025 at 2:12 PM
This is unbearable. I don't have words to express how depressing this is.
Definite contrarian indicator!
November 18, 2025 at 6:09 PM
Definite contrarian indicator!
Exciting to see VB contemplating big moves...
November 17, 2025 at 2:47 PM
Exciting to see VB contemplating big moves...
I think the old word for Substack was "blog", which people got board of and forgot about when Twitter came around; then they started to think was a genius idea again when they could put up a paywall.
November 17, 2025 at 2:45 PM
I think the old word for Substack was "blog", which people got board of and forgot about when Twitter came around; then they started to think was a genius idea again when they could put up a paywall.
Must say I'm surprised Havas is a spinoff entity they're particularly interested in. Does the all-knowing Graoully have any theories?
November 10, 2025 at 2:18 PM
Must say I'm surprised Havas is a spinoff entity they're particularly interested in. Does the all-knowing Graoully have any theories?
Somehow I don't imagine the Tether guys keeping this in the family for a century...
November 10, 2025 at 2:17 PM
Somehow I don't imagine the Tether guys keeping this in the family for a century...
I wish they would've done this when the share price was in the upper $30s and $40s rather than $60s...
November 4, 2025 at 2:40 PM
I wish they would've done this when the share price was in the upper $30s and $40s rather than $60s...
GBL still benefitting from the tenure of the son-in-law, I see...
November 3, 2025 at 7:01 PM
GBL still benefitting from the tenure of the son-in-law, I see...
Good heuristic is that if Ackman is behind it, it is a bad idea.
October 31, 2025 at 1:01 PM
Good heuristic is that if Ackman is behind it, it is a bad idea.
Perhaps the concern is that the NAV growth is driven by Ferrari - which obviously will not be repeated and is not indicative of any exceptional acumen of Elkann. I know nothing - just speculating!
October 27, 2025 at 7:38 PM
Perhaps the concern is that the NAV growth is driven by Ferrari - which obviously will not be repeated and is not indicative of any exceptional acumen of Elkann. I know nothing - just speculating!
Neither of these guys belongs in the ring with Usyk.
October 26, 2025 at 12:41 AM
Neither of these guys belongs in the ring with Usyk.
“Dominated” is a dramatic overstatement. It was a very competitive fight that could have gone either way. I thought he was actually more dominant in the second fight (a non-consensus view, admittedly).
October 25, 2025 at 12:51 PM
“Dominated” is a dramatic overstatement. It was a very competitive fight that could have gone either way. I thought he was actually more dominant in the second fight (a non-consensus view, admittedly).
Also, I feel like Ferrari stock could drop by 50%...and still be pretty expensive.
October 24, 2025 at 7:50 PM
Also, I feel like Ferrari stock could drop by 50%...and still be pretty expensive.
Fair. How long can a conglomerate discount possibly persist? 😜
October 24, 2025 at 7:42 PM
Fair. How long can a conglomerate discount possibly persist? 😜
Even if John Elkann is an excellent capital allocator, I have always had a difficult time getting excited about this one. Separately, I was surprised to just notice that Ferrari's market cap is currently 4x Stellantis.
October 24, 2025 at 2:32 PM
Even if John Elkann is an excellent capital allocator, I have always had a difficult time getting excited about this one. Separately, I was surprised to just notice that Ferrari's market cap is currently 4x Stellantis.
Excellent writeup...thank you.
October 19, 2025 at 2:27 PM
Excellent writeup...thank you.
The divergence in share performance between Lagardère and Avolta kills me! Seems like it is stuck with a Bolloré discount...
October 17, 2025 at 4:34 PM
The divergence in share performance between Lagardère and Avolta kills me! Seems like it is stuck with a Bolloré discount...
I was thinking Arthur Fonzarelli, but he's technically an Italian-American (played by a Jewish actor)
a man in a leather jacket is standing in front of a pinball machine in a room .
ALT: a man in a leather jacket is standing in front of a pinball machine in a room .
media.tenor.com
October 14, 2025 at 1:48 PM
I was thinking Arthur Fonzarelli, but he's technically an Italian-American (played by a Jewish actor)
I’ll guess Bob Feller (but I have no real idea)
October 10, 2025 at 12:41 AM
I’ll guess Bob Feller (but I have no real idea)
Particularly surprising to me because the company was founded by Jack Byrne, former GEICO chief who obviously has Berkshire ties.
October 3, 2025 at 1:27 PM
Particularly surprising to me because the company was founded by Jack Byrne, former GEICO chief who obviously has Berkshire ties.