Recent content by Bob Sacamano

I have no discernible skills or talents whatsoever.

This is like finding out your accountant friend is dating a stripper.

Not really a segment I ever venture into. This just feels like CMG back when I could always find reasons not to buy it. If what I'm reading is accurate, only 300-something restaurants at this point. Plans to triple that by 2032, without planning to take on debt to do it (BROS> :hey:). 26.3%...

Still not "cheap", though

CAVA sympathizing. Might have to finally initiate a position here.

Alright then

MELI earnings misses rarely concern me. So long as they continue to be investments in growth or one-time hits, I'll live with the occasional earnings miss for growth in the 30s. I don't love weaker demand in Argentina, but again, the top line growth is more than there still. The most muted...

I feel like the longer it takes OpenAI to figure out how to more effectively monetize, the more beneficial it is to companies like Google, who might be playing catch up on the quality of the AI but already have theirs in front of 2-3x daily users and up to 100x monetized daily users.

Kind of curious about their meeting. Might have to try to grab a transcript and see how many times stablecoin was mentioned. MA, too.

UK Navy apparently testing drones with the expectation that they will be buying. I think it was over the weekend I read that, though it didn't appear they had identified a winner. And there are apparently British companies involved in in this tech, too. Regardless, seems like a positive sign...

Was at the ASU game Saturday. Tons of Sun Devils fans in Giants 44 jerseys and lots of highlights from last year on the jumbotron. Sad day in Sun Devils country. Heal well, you crazy ####er.

Some of us jumped off halfway up the mountain.

We will allow Putin to win the war, so the premise is a little flawed.

Slip safely, soundly, and snugly into the Kraken

They're back to where they were in May. Up 46% YoY.