BCap21

If $ACVA is getting takeover interest, why did the CFO resign yesterday and potentially forfeit a pretty big payday? Seems odd.... Odds $CPRT is the interested buyer?

Just an astounding amount of drinking in the 70s

Jefferies: VantageScore traction reflects $FICO being made to fight with 'one, arguably two hands, tied behind their proverbial back.

Visa $V using AI to increase new product feature development speeds by 65% while leaning out its technology and product teams. Too bad stablecoins and agentic commerce make them a 🍩...

EM does NOT diversify you away from AI trade.

WRB vs. BRK this century. RIP Bill Berkley

Tread lightly around Mark Miller if you have an ugly baby

$PPG +5% as investors remember coatings companies have ridiculous pricing power.

Bullish Texas data center activity

The strengths and weaknesses of key data center states

How many imposters sitting in people's portfolios right now?

Live look at me managing my portfolio

$FICO whacked yesterday & down today as $TRU CEO said yesterday that one of the GSEs was 'experimenting' with VS4.0, accepting loans and securitizing those loans based on VS. Would love context here as securitizations are public record yet no one seems aware of this.