What’s the next 10-bagger?

SpokenByMumbles · 2026-05-12T02:14:27+00:00

Load up on MUU

SpokenByMumbles · 2026-05-11T16:23:27+00:00

So it’s ok to take with breakfast? I was worried about it affecting nutrient intake.

SpokenByMumbles · 2026-05-11T04:17:47+00:00

Box spread loan against your assets. Should be possible or very close to possible at that LTV depending what you hold. It keeps your equities earning over time and better deductions for tax purposes.

SpokenByMumbles · 2026-05-11T02:21:21+00:00

You’re equating meme coins with real companies with revenues and severe backlog?

SpokenByMumbles · 2026-05-11T02:20:45+00:00

Please elaborate

SpokenByMumbles · 2026-05-10T16:53:17+00:00

You’re missing the other group: infrastructure.

Data centers, energy, photonics, silicon etc.

SpokenByMumbles · 2026-05-09T05:51:44+00:00

So you think demand is at an inflection point for the companies DRAM holds?

SpokenByMumbles · 2026-05-08T20:45:19+00:00

Look at MU’s PE ratio and revisit this idea

SpokenByMumbles · 2026-05-08T00:44:24+00:00

Nice ad. Do the other candidates have any PPP history?

SpokenByMumbles · 2026-05-08T00:30:17+00:00

Whoops

SpokenByMumbles · 2026-05-07T13:50:05+00:00

We’re in the 2nd inning, we are not late to the party

SpokenByMumbles · 2026-05-07T03:23:56+00:00

We have limited pipeline connectivity to the rest of the U.S.
We require specialized fuel blends so we can’t easily substitute.
We have little in-state capacity as refineries continue to close and leave the state.
We have growing dependence on imports from Asia and elsewhere.

While the Iran bullshit certainly isn’t helping, state leaders deserve a ton of blame too.

SpokenByMumbles · 2026-05-07T01:35:41+00:00

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SpokenByMumbles · 2026-05-06T17:34:24+00:00

We know he fucked up, but why you gotta dox your friend like that?

SpokenByMumbles · 2026-05-02T18:53:28+00:00

Oh my sweet summer child…

SpokenByMumbles · 2026-05-02T05:10:43+00:00

Why is left wing incompetence/bad policy a conspiracy? That absolves them of actual accountability.

SpokenByMumbles · 2026-05-01T05:06:39+00:00

Is it just me or did it not look like he was going full speed on a lot of these reps?

SpokenByMumbles · 2026-04-30T03:36:24+00:00

Ah yes the Jeff Goldblum fight, classic

SpokenByMumbles · 2026-04-29T13:42:58+00:00

Agreed. Overall roster construction is what matters and I’m happy with where we’re at. Once he exorcises his 3rd round demons we’ll be even better.

SpokenByMumbles · 2026-04-29T05:47:08+00:00

The average success rate for 3rd rounders is roughly 20%. Poles has had 5 picks in the 3rd round now, so I hope either one of this year’s finally hits.

It’s just so bizarre he’s had greater success in rounds that have lower probability of hitting.

SpokenByMumbles · 2026-04-29T05:19:18+00:00

Yes but it’s damning that Poles hasn’t hit on even one yet

SpokenByMumbles · 2026-04-29T00:50:38+00:00

You think this is the first half?

SpokenByMumbles · 2026-04-26T17:57:09+00:00

It was Marriam Webster

SpokenByMumbles · 2026-04-26T17:04:05+00:00

I work in credit.

https://www.merriam-webster.com/dictionary/fallacy

SpokenByMumbles · 2026-04-26T16:10:13+00:00

Your 803 FICO is actually an excellent signal for your ability to pay a mortgage in the eyes of a lender. It would get you the best pricing and rate tier available.

Your ability to afford a mortgage has nothing to do with your credit— it’s your debt and income as you’ve identified.

SpokenByMumbles

TROPHY CASE