LesaneShakur retweeted
Average price of a house in 1990: 249 ounces of Gold.
Average price of a house today: 93 ounces of Gold.
Housing didn’t become unaffordable.
The currency you get paid in became worthless.
Few understand this simple concept.
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LesaneShakur retweeted
A big shoutout to our franchise partners, who are experiencing record same-store sales growth of about 18% so far this quarter. That is on top of the 16% growth we saw in the same quarter last year.
Thanks to MAHA, we have improved the quality of our food. And thanks to our loyal customers and Bitcoiners, we are experiencing best-in-class performance.
Thank you, America 🇺🇸
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LesaneShakur retweeted
@profgalloway
Thank you for continuing Alex’s legacy. Had a friend tell me to listen to your episode with @DouthatNYT.
Didn’t expect to have an emotional moment.
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LesaneShakur retweeted
$MRAI Marpai Inc. Announces Debt Restructuring Agreements with JGB Capital and AXA, Reducing Debt Service by $26.4 Million Through 2027 and Enhances Near term Liquidity
prnewswire.com/news-releases…
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LesaneShakur retweeted
"Our north star is what matters to our shareholders and your management team: growing per share intrinsic value." $ESI
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LesaneShakur retweeted
New Deep Dive : $PDEX screens at 14x earnings. It isn't cheap. And I'm still long. Here's why.
Strip the one-time Monogram gains and you're paying low-20s for a micro-cap that's 79% one customer. On paper, a pass.
Except two things the screen doesn't show:
1. That one customer just signed minimum purchase volumes through 2027. The base is contracted.
2. Pro-Dex holds an exclusive, near-100%-margin royalty on a Zimmer Biomet robotic-knee system launching in 2027. A robotic-surgery annuity.
Management expects it to become customer #2.
If it scales, my base case is ~$100. If it doesn't, you paid a fair price for a contracted compounder.
You pay for the core and get the robot for free.
Long $PDEX. Not financial advice.
Deep dive in the comments ↓
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LesaneShakur retweeted
$MRAI Marpai Inc. Announces Unprecedented Growth with 192,000 New Estimated Member Lives Across TPA and MarpaiRx PBM Platforms; Expects to Achieve Positive Cash Flow and EBITDA Beginning August 2026
prnewswire.com/news-releases…
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LesaneShakur retweeted
Dale Earnhardt Jr with a beautiful tribute to Kyle Busch
Rest in Peace, Rowdy
Sports on Prime
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LesaneShakur retweeted
"Don't be proud of your consumption. Be proud of what you've built.
The family you've built, the friends you've found, the memories you have, the wisdom you've accumulated." (Morgan Housel, The Art of Spending Money)
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If you showed me a video of Pete Hegseth 5 years ago, I would have said it was Hollywood from The Purge. I really do not know how we got to this place.
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