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Hefeweizen

Certifiably Surly
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About Hefeweizen

  • Birthday January 1

Titles

  • Title
    Fuck you.

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  1. Good, I have enough books to read for the rest of my life and plenty of woke video games. Just got a badass new gaming machine ahead of tariffs so I don’t have any purchases planned either. Going into full crab mode.
  2. Unlike the big swinging dicks in here I have just 15k shares at a 4.12 basis. Let’s hope the D Boral guy who thinks it goes to 30 is right…
  3. Opening a bunch of bids Thursday that contractors are whining about steel tariffs on. Let’s see if it’s real or not. If real, we’re about to see things really escalate.
  4. The 10 year bond saving us was not on my bingo card but it’s going to happen. When shit falls apart and credit for companies gets expensive shit will get real fast.
  5. Construction bids for heavy civil have been pretty stable for about 18 months since the crazy hikes in 2022. Just been looking at pricing and it’s about to get interesting again. Main difference is a lot of GCs seem to be short of work right now. Not quite the backlog everyone had before.
  6. Interestingly I just got an employee survey with a ton of DEI questions… very right leaning management but maybe because it’s private? I have a feeling there’s a lot of re-branding of DEI right now…
  7. Those sweet egg prices sure are dropping!
  8. Fuckers made me snort, thanks! I will tell you guys about a low volume thinly traded stock I really like because of its dividend so it’s really not very stonk like. ALVOF, a small Canadian energy company operating in Brazil. Very well run, excellent cash flows, and conservative management. I’ve collected dividends for a while now and the stock is relatively cheap on a P/E basis. It does take an appetite for currency, energy, and exchange rate risk though…
  9. Nice work HS! Like seeing wins. Now get Dr. LA Times to push IBRX up for us!
  10. Spoiler: he’s still full of shit.
  11. You seem very much the kind of person that AI can replace.
  12. I’m glad @Rex Krameris able to stand up for Hot Wheels.
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