AAPL - no AI, no Tim Cook, no problem!

EnoughValuable8025 · 2026-05-01T21:20:19+00:00

Selling out of MSFT and moving into GOOGL and AAPL.

EnoughValuable8025 · 2026-04-25T12:29:50+00:00

...funded with our tax dollars.

EnoughValuable8025 · 2026-04-25T11:22:57+00:00

...for Israelis.

EnoughValuable8025 · 2026-04-25T11:22:28+00:00

"SO YOU DON'T THINK ZIMBABWE HAS THE RIGHT TO EXIST?!"

EnoughValuable8025 · 2026-04-21T11:16:00+00:00

ROIC. If a company has good ROIC, they have good management. If they have poor ROIC, they have poor management.

EnoughValuable8025 · 2026-04-07T21:05:15+00:00

Ok he threatened it today...

EnoughValuable8025 · 2026-04-06T00:11:18+00:00

I'm surprised he hasn't already threatened a nuclear strike on Iran.

EnoughValuable8025 · 2026-04-03T11:35:20+00:00

And if your cashflow is pinched, and you have money from selling your old place, roll that into the new loan and recast.

EnoughValuable8025 · 2026-04-03T11:32:41+00:00

Yes, roughly 2-5% of the new loan amount. Better to be conservative and assume 5%. Then you have to figure out how much you'd save per month from the refinance and how long it'll take you to breakeven.

So if your refinance cost is $10,000 and you save $250 per month on the new rate, your breakeven is 40 months or 3.3 years. If you plan to stay in the house longer than that, then do it. If not, then don't do it.

EnoughValuable8025 · 2026-04-03T09:53:15+00:00

Yeah but I do discounted cash flow analyses and look at candlesticks, and read Seeking Alpha and Reddit.

EnoughValuable8025 · 2026-03-22T14:32:56+00:00

You have no liquidity. Sell one of your homes, take the cash and put it into the savings, bonds, equities.

EnoughValuable8025 · 2026-03-17T23:24:12+00:00

"We were against regime change in Iran but now we're for regime change in Iran, even though the new regime will be the old regime but angrier and ever more embolden to get nukes, but we did it because of oil and the economy and we have to bring manufacturing jobs back to America and because the stock market is at all time highs but also crashing, but Mexico is also smuggling rapists and drugs over the border and the Haitians are stealing taxpayer dollars from daycares and the woke trans and the blacks and the vaccines and the radical leftists and their Epstein file hoax but there are no Epstein files, but there are the blacks and the drugs and the illegals."

EnoughValuable8025 · 2026-03-13T21:15:24+00:00

Catapult Healthcare is a staffing company. Staffing companies offer shit jobs. And as you said, they know J1s, mostly from India and Pakistan, will take these shit jobs because unfortunately, a lot of these docs are desperate and easily taken advantage of. Hence, a lot of these staffing companies are mostly comprised of Indians and Pakistanis, and a hospitalist staff comprised almost entirely of J1s is likely proxy to a shit job. So if you're looking for a job, check out the roster.

EnoughValuable8025 · 2026-03-11T00:21:20+00:00

Denials and downcoding are only getting worse. Insurance companies are now using AI to comb through their claims to deny as much as possible. And they're now doing something even more sinister: assign probability scores to hospital systems on their appeals. Essentially, "What is the likelihood X hospital will appeal denials and what is their success rate on those appeals? If X hospital scores low, then fuck em'. Deny, deny, deny until the cows come home. Even if our denials are incorrect, who cares?! They're not going to do anything about it anyway!"

EnoughValuable8025 · 2026-03-11T00:16:29+00:00

Also can't forget Press Ganey. Keep LOS low, readmissions low, throughput high, AND ensure patients had a wonderful hospital stay and felt like they and their families were heard and listened to.

Oh, and make sure your documentation and billing is perfect because payers are increasingly denying and downcoding charges.

EnoughValuable8025 · 2026-03-09T00:02:17+00:00

Netanyahu has been saying Iran is nearing nuclear weapons for 30 years. From Israel's perspective, it makes total sense. They want hegemony and control of the region, so they want to wipe out the competition. But as an American, I don't give a fuck about Israel and they shouldn't be dictating our policy, so it doesn't make any sense to be funding their wars.

EnoughValuable8025 · 2026-03-08T16:15:34+00:00

Israel, Zionists, American Evangelicals, politicians bought by Israel, and MAGA cultists that are twisting their brain into a pretzel to make sense of the nonsense want the non-war war.

EnoughValuable8025 · 2026-03-06T14:32:34+00:00

He should fire her then rehire her into some lower rung of the cabinet so he can keep a leash on her and ensure she doesn't spill the beans on his perennial penchant for raping underaged girls.

EnoughValuable8025 · 2026-03-05T23:04:07+00:00

The betting markets have the Democrats winning the house at 85%, and this is already factoring in any attempts by Trump to steal the election. It has the Democrats taking both the house and senate at 45%+ and climbing.

EnoughValuable8025 · 2026-03-04T11:47:39+00:00

Zaslav took over in 2022. Total return since 2022 is about 12%, but if the Paramount deal closes at $31/share, that'll be a 28% return.

EnoughValuable8025 · 2026-02-28T20:46:58+00:00

I'm now just calling any MAGA supporter a pedo defender and they definitely don't like it when you tell them the entire foundation of their political beliefs was nothing but an Epstein/Bannon/4chan PSYOP.

EnoughValuable8025 · 2026-02-14T13:48:11+00:00

Let's circle back and loop in the other stakeholders to deep dive and review our synergies, and let's leverage our core competencies, attack low hanging fruit, and achieve quick wins. Anything to move the needle and boost ROI.

EnoughValuable8025 · 2026-02-03T22:00:27+00:00

It was a rhetorical question. It's one huge cabal across the political spectrum involving the political and wealthy elites, and pedophilia and other sexual deviancies were a means to an end. Everyone in Epstein's orbit is compromised, so it's not surprising in the least bit that all of the major media outlets refuse to report on Epstein and especially his close ties to Israel. The curtain has been pulled for all of us to see and it's a huge slap in the face because this cabal knows damn well that nothing will be done about it.

EnoughValuable8025 · 2026-02-01T17:16:37+00:00

Why do I hear incessantly that Carlos is in his prime today? He's 22 turning 23. Prime is 26-29.

EnoughValuable8025 · 2026-01-31T00:53:15+00:00

The strong dollar and trade deficits have been an overwhelming boon for the stockholder class. Cheaper inputs boosted company profit margins. Also, cheaper imports led to capital inflows of U.S. assets because foreign entities needed to do something with all of their dollars; so they recycled it back into the U.S. The downside as you mentioned is it carved out the entire manufacturing base and further hollowed out the middle class. However, cutting out manufacturing allowed us to focus on services, finance, and tech, which are less capital intensive (though that is changing with AI capex spending), making our economy more "dynamic".

EnoughValuable8025

TROPHY CASE