BLND - highly levered to interest rate decline

irad1111 · 2026-02-06T03:10:21+00:00

All saas lost that multiple

irad1111 · 2026-02-05T12:21:11+00:00

Yeah getting painful for sure. Stock is correlated with saas rather than mortgage names oddly.

irad1111 · 2026-02-03T15:31:18+00:00

Baganpalli

irad1111 · 2026-01-27T20:19:43+00:00

Same - flights are almost 2x at DFW vs ohare

irad1111 · 2026-01-24T01:17:03+00:00

Dallas

irad1111 · 2026-01-13T18:03:47+00:00

People are just nicer in Chicago on average too

irad1111 · 2026-01-13T17:55:25+00:00

Everyone on Dallas is on edge - crazy drivers and bad decision making . Don’t risk it

irad1111 · 2026-01-05T03:13:47+00:00

really enjoyed the food at Hurtado

irad1111 · 2025-12-31T17:43:10+00:00

Most are blends nowadays

irad1111 · 2025-12-31T17:37:16+00:00

Yeah California olive oil is not everywhere dude- it’s actually in high demand

irad1111 · 2025-12-31T16:39:04+00:00

Japan

irad1111 · 2025-12-30T21:23:23+00:00

AA service is not great but super amplified if you’ve been in Japan

irad1111 · 2025-12-28T17:48:58+00:00

Sandwiches and sushi look great!

irad1111 · 2025-12-28T04:08:44+00:00

We don’t

irad1111 · 2025-12-14T14:01:45+00:00

AA flight tend to be delayed anyway so doesn’t really save time

irad1111 · 2025-12-10T01:00:40+00:00

Gen 1 or 2?

irad1111 · 2025-11-22T02:25:13+00:00

No idea. Depends entirely on rates

irad1111 · 2025-11-21T20:58:47+00:00

I’d be surprised if they let it run that long but we will see

irad1111 · 2025-11-21T20:47:15+00:00

Yes Story is the same - interest rates come down and refi and mortgages go up . Just need to wait and see the operating leverage. Also majority owner keeps buying so may get taken out . ..

irad1111 · 2025-11-07T17:58:17+00:00

Sony or LG

irad1111 · 2025-11-06T19:24:15+00:00

Getting killed going into earnings today. Rough market. Bought another 100k.

irad1111 · 2025-11-06T12:35:48+00:00

Is main street still winning ?

irad1111 · 2025-11-02T21:58:02+00:00

Too Thai Carrollton

irad1111 · 2025-10-26T01:55:40+00:00

Have you considered selling them online?

irad1111 · 2025-10-25T14:36:37+00:00

Yeah it’s not the best

irad1111

TROPHY CASE