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Dumb rule that has nothing to do with competition. If the camera wasn’t zoomed, no one would have seen. It’s a TV thing. Bad for the game of golf.

This guy’s the man.

Everyone, including Nick Saban, is at the Barracuda Championship rooting on Rico Hoey.

Let’s go Rico Hoey!!!

Congratulations to the ⁦Barracuda Championship⁩ ⁦Ryan Gerard⁩ with his +47 score this week. The investors of ⁦Smead Capital Management⁩ had a wonderful time at ⁦Tahoe Mountain Club⁩ taking in the Tahoe sun and cheering on ⁦Rico Hoey⁩ down the stretch.

US open venues are being tailored for the PGA Tour Hospitality sales, not the greatest venues. Bye, bye Baltusrol.

A year ago, this man was in and out of jail. Now he’s a dedicated father and a respected family man. In America, anything is possible.

There are always signs.

He fought and made a great tourney out of it. Glad he represented the Arcadia hood of Phoenix so well!

Public school has done some incredible things!!!

Love me some southwest history

Humans are bad at predicting the future and investing for it.

It’s the “Drill, baby Drill” era of tech. Goodbye economic returns on capital.

This reminds me of going through the credit card with my wife. She reminds me that criticizing her is not where I add the most value. If it’s true for me, it has to be true for the leader of the free world.

Bad political policies get bad outcomes.

Big event coming to AZ featuring Ari Emanuel, George Gilder and may other outstanding guests. November 19-21, 2025 in Scottsdale, AZ. DM me for more info. cosm.tech

Largely agree with this view. Their best customer is winning. They are not. Conspicuous consumption in their brand has peaked in this cycle. Arnault is brilliant, but can’t walk on water.

Did anyone notice that GOOG posted negative economic profits in Q2? That's even before you adjust the tax based on the depreciation cost, instead of the capex. They'll show the IRS that they made no money or lost money, but they showed their investors $28.2 billion in accounting