Nicholas > Recent Status Updates

So it sounds like 1930’s Americans weren’t too fond of banks or used car salespeople…

Interesting…

Really good so far, very descriptive. Excellent writing.

“In the light there is darkness,
but don't take it as darkness.
In the dark there is light,
but don't see it as light.”

“Student: ‘Does interdependence mean the bird is the whole world, and independence mean the bird is just a bird?’
Suzuki Roshi: ‘Yes. In the Heart Sutra we say form is emptiness, emptiness is form.’”

“There is no bird who fies knowing the limit of the sky. There is no fish who swims knowing the end of the ocean.”

Very, very insightful so far.

I’ve officially read “booyah, skidaddy” in a book.

“I am awakened early this morning by the telltale signs of a very windy day. The rustling of the coconut palms that surround our cottage is constant, and every now and then I hear a thud as a coconut hits the ground.”

Jimmy Buffett is absolutely fascinating.

Great fundamentals commentary. Factor in how much share-based compensation a company pays, are they actually profitable? Did AR have a bigger % increase than sales? If so, likely more credit purchases. Free cash flow is operating cash flows minus capex, very (perhaps most) important to look at. Sum the operating, financing, and investing cash flow line items to get net cash increase or decrease for the timeframe.

Interesting commentary on the income statement, gross margin, and operating margin.

Jimmy Chill likes secular growth names

For a second, it was 95° and I was floating down the Amazon. What a storyteller Jimmy Buffett was.

Jimmy Chill is on a roll

Really good information on the PE multiple, gross margin, cash flow, and PEG ratio.

Stonk

Jimmy Chill is dropping some real wisdom here

Really, really good book so far.

Incredible stories🦜

Still such a great book. Perfect for a beach in Hawaii, but still wonderful in Pennsylvania’s October

Cogito ergo sum, and we become what we think about.

Pozdnyshev… what?!