Panda Value @PandaValue

@PEoperator Same happened at my orientation for CBS. Me and two others the only ones who admitted they have been in a Walmart. I was the only one (of 250+) to go to a Dollar General.

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Panda Value @PandaValue

2 weeks ago

@BillBrewsterTBB None compare IMHO. A few copy cats (UNC, Madison Wisky, Notre Dame), but none compete for a plethora of reasons.

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Panda Value @PandaValue

2 weeks ago

@rhunterh Is the $10m net worth equivalent to their cash position, $BRK book value, or $BRK market value. Advance apologies for the lazy question here.

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Panda Value @PandaValue

2 weeks ago

@BillBrewsterTBB He is terrific.

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You deserve what you vote for. Crazy how NYC has suddenly become more radical than CA. Even more crazy how America's 2 wealth centers are that most radical political environments. I do not understand how we got here.

End Wokeness @EndWokeness

3 weeks ago

IT BEGINS… NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community"

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Panda Value @PandaValue

3 weeks ago

@PEoperator What role did you come in at?

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Panda Value @PandaValue

3 weeks ago

@InnocenceCapit1 That it is. But maybe we aren't the target market :coughs China:

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Panda Value @PandaValue

3 weeks ago

Ferrari will simultaneously open down tomorrow and fully sell out of the Luce.

Polymarket @Polymarket

3 weeks ago

NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.

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Panda Value @PandaValue

3 weeks ago

@patrick_oshag Sundheim, Ellenbogen, Mehta

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Panda Value @PandaValue

3 weeks ago

SpaceX targeting retail at absurd valuation. OpenAI rushing to IPO. Famous, respected investors saying this time is different. No track record investors getting billions to invest in the hot new thing. These are things you see at the top folks.

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Panda Value @PandaValue

4 weeks ago

@PEoperator 100% what I bumped into. Also found an odd dynamic where execs scared to hire smart, hungry, pedigreed mid-30 somethings in fear that they were hiring their replacement. In fact, got that very specific feedback in one instance.

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Panda Value @PandaValue

a month ago

@JD_Patrick @InnocenceCapit1 I couldn't disagree with that more. So the bulk of members at Augusta / Pine Valley aren't golfers? College golfers? US Amateur winners? Common man.

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Panda Value @PandaValue

a month ago

@InnocenceCapit1 @JD_Patrick easy tell to say you aren't a real golfer.

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Panda Value @PandaValue

a month ago

@SleepwellCap I think it will be either 1) really really cool 2) really really stupid and 3) will long-term damage the brand of AP 4) will mark the end of the "collab"