Randolph Duke 🇺🇸
@RandolphDuke7
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FO / HF, L/S securities, real estate, private equity. Behavioral finance. Joyologist. Eastern Shore. Mortimer is greedy. 🇺🇸 #BillsMafia
Joined October 2019
"Federal government is too big!" Oh yeah, how do you know? What's your quantitative routine in analyzing that? It's been getting more efficient since the 1950s. And what kind of systems theory perspective do you have on this question? Do you have a position on how big the
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My Dad played tournament golf with Norman. He once asked what the play was on a hole and was told "Driver, wedge." Norman teed off with the wedge, then knocked the driver within five feet and made the birdie putt.
This was a fun story to retell and relate it back to stock picking.. In January 2005, in the prime of his career prior to DUI charges, Tiger Woods said, "There are only two golfers who have truly owned their swings: Ben Hogan and Moe Norman." Ben Hogan made sense. But Moe
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The US mortgage market isn't that much bigger today than 2005 (nominal and real).
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The US produces 1.8 MMBPD of jet kero and exports 219K BPD, mainly to Mexico and Canada. We wun at 93% capacity utilization. No, we don't have "plenty." We are at capacity.
President Trump, in a post this morning, appears to tell other countries that the Hormuz closure is their problem now.
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MKC deal for Unilever food unit not a terrible multiple at 16x EBIT, but EBIT margin of 21% for the acquired company is over-earning. Projected synergies of 26% of that is pretty fanciful.
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Incredibly prissy writing style.
By publishing this explicitly false story, the @FT has officially become tabloid trash for market participants. Despite my direct, on-the-record denial of ever having advocated, explored, or espoused the idea that Chancellor-Bank of England statute serving as a prototype for a
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Shift DRAM demand growth 1 stdev below consensus and you get the worst DRAM glut in 25 years by 2029. Well within the market's discounting horizon.
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Good. The deadweight loss on the US economy is ridiculous.
! GOP Sen. John Kennedy says he may champion a standalone bill to fund TSA. “I'm thinking about just going down to the floor and making a motion under unanimous consent. Just open, just pay TSA,” he says. He’s not sure Thune is on board. Rs have resisted it. (h/t @OwenDCHayes)
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Short interest in BF/B is 18% of float. Come on -- that's de-SPAC shitco level of shorts. Ya think it's consensus at this point?
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Pernod Ricard is not going to acquire Brown-Forman unless the premium is huge / prices in all the synergies for the benefit of BF shareholders. And this is also the reason not to own big European spirits companies. Degens.
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These kids didn’t just play ‘Holy Diver’. They played like the legend was watching from the side of the stage.
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Only media addicts, and particularly those who are undiscerning in their media consumption, say everything is the fault of the media.
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When did Schlumberger change its name to SLB? This is one of the dumbest Boards ever.
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