bUt MuH iTs DiFfErEnT tHiS tImE 🤡

Disclosure: Granite State Capital Management and/or its clients may hold positions in $VTY / $VTY.L. This is not investment advice. Opinions are my own and subject to change.

https://t.co/dUy6aN1oMa

Vistry $VTY $VTY.L down ~20% today. I think the market is misreading the update. Management guided to lower margins in 2026 because they are accelerating incentives to clear legacy inventory and complete the shift to a partnerships-focused model. What matters more than the

Umberto Eco, who owned 50,000 books, had this to say about home libraries: “It is foolish to think that you have to read all the books you buy, as it is foolish to criticize those who buy more books than they will ever be able to read. It would be like saying that you should use

Never put yourself as an investor mentally into a box, like: "I am a value investor" "I am a GARP investor" "I only do Microcaps" etc. It’s good to stay focused, but it’s even better to approach investing with an open mind and to keep evolving and learning.

The Landmark Forum probably helped me implement this better than anything since getting this "intellectually" makes 0 difference. It's one thing to "understand"...it's another thing for it to "get in" (which funny enough takes 0 understanding)

The investing community is filled with such interesting, smart, and quirky people. Truly one of my favorite communities. Value Investing, Ontological, and Dancing are some of the best communities in the world :)

Remember when a group of people in doctor costumes stood on stage in support of Kamala Harris, only for an audience member to suddenly collapse, prompting the "doctors" to frantically search for real medical help?

That moment when Kash Patel,the director of the FBI, said: "I’ve never heard of Stew Peters" Meanwhile Kash Patel made eight on-air appearances on Stew Peters' podcast.

Dr. Erica Komisar just said what many parents whisper but few say out loud: Modern schools are built for girls, not boys—and we’re paying a steep price. Little boys (ages 3–6) surge with testosterone. They need to run, jump, play, burn energy. Instead, we sit them in circle

Over 20 years ago on April 24, 2002, Ron Paul gave a speech on the floor of the US House of Representatives Every single prediction he made has come true Tucker Carlson “Those predictions are so precise that it's spooky”

17 years ago today, on February 12th, 2009, @RonPaul gave his ‘What If’ speech in Congress

$FNMA $FMCC Enjoy 2 massively encouraging sound bites during Scott Fitzgerald’s time today at the sub committee hearing. Remarks centered around Fannie Mae & Freddie Mac exiting conservatorship & stock price consideration post exit are music to shareholders' ears. Tick tock.

Republicans Crafting Bill To End Conservatorship of Fannie Mae and Freddie Mac

🚨 BREAKING: Sec. Marco Rubio CLAPS BACK at Rand Paul opposing the Venezuela attacks PAUL: We violated the Constitution, removed an elected official! RUBIO: We did NOT remove an elected official! We removed an unelected, indicted DRUG TRAFFICKER! 🔥🔥🔥

@RepThomasMassie @DailyCaller Rinse and Repeat.

My loyalty is to the Constitution, not any party. Article I gives Congress the power to declare war and control the purse. The executive cannot use military force or seize/spend Venezuelan assets without congressional approval. If our country wants war, Congress must vote.

Same for ontology