I wonder why you’re still not able to upload PDFs for deep research into Gemini. Has been possible in ChatGPT for quite a while.

Meanwhile, ECRI is going nuts to compensate. Customers crossing the 1-year tenure threshold getting hit with massive renewal price increases

$PSA move-in rates continue to get worse. I figured we might finally bottom out this year, but 2025Q1 move-in rate now below 2019Q1.

Hilarious. Show me the proxy and i'll tell you the outcome

Wow, wouldn't have put that on my bingo card

Dont forget about $FIX 😂

ah ok that makes sense, i have basically no experience with this, thanks!

Supposedly the majority of revenue is commercial & industrial for them nowadays

No major thoughts on the biz (Raspberry Pi), but thought it was interesting how quickly their products become obsolete
(i thought maybe these low-cost digital semis would behave a bit like analog semis with longer useful lives, but doesn't seem to be the case)

In case this is helpful, from RJ

Yep 7% increase on Sept. 1 2024

Yep i know, Citi jinxed it for us

VRSN's domain name base stabilized just about long enough (1 month 🥲) for Citi to make it a top pick and dream about 2% domain name growth in 2025.

I wonder why BRK waited until 3 weeks ago to drop some more pennies into the name. Figured they would've had the confidence 6-7 months ago @ $170-180

Fintwit starter pack:
@nosunkcosts.bsky.social‬
@keubiko.bsky.social‬
@librariancapital.bsky.social‬
@sparticuszorro.bsky.social‬
‪@fritzell.bsky.social‬
@lewisenterprises.bsky.social‬
@ellliotb.bsky.social‬
@negativegw.bsky.social‬
@vincentfreeman.bsky.social‬
@colemanrhawkins.bsky.social‬

Brookfield accounting slight of hand never gets old.

Climate risk is now about 30 pages in the annual reports of UK companies, ahead of all other risk discussions 😂

Any reason to believe that federal lobbying spend under the new Trump admin will be different than in the past? Last time, spending increased moderately.

Just wondering whether there's any reason to believe that the "traditional" channels will be used less this time around