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Text of the page (random words):
yes but however thoughts and thanks skip to content yes but however what we are reading now the latest charlie kirk shouldn t have been killed very sad that s it that s the post september 12 2025 high growth stock mini basket redux a look back at how my november recommendation has played out my high growth mini basket let s look at the tape the stocks i recommended in november slack work 11 20 2020 29 24 finished at 45 20 on july 20th and acquired by salesforce crm twilio twlo 11 20 2020 298 31 finished today 08 09 2021 at 376 02 square sq 11 20 2020 195 97 finished today 08 09 2021 at 279 73 shopify shop 11 20 2020 988 51 finished today 08 09 2021 at 1 549 99 these four tend to move in tandem in the basket until covid is over peloton ptom 11 20 2020 110 90 finished today 08 09 2021 at 116 58 zoom zm 11 20 2020 439 60 finished today 08 09 2021 at 383 34 basket adjacent paypal pypl 11 20 2020 192 67 finished today 08 09 2021 at 278 15 at the time i wrote the following all of these stocks have extremely high valuations but they are the future of e commerce zoom and peloton are included because they are considered e commerce growth companies but they are really benefitting from covid as much as anything all of these offer high beta option plays if you dare work and twlo are our favorites followed by sq my recommendation today would be to sell 50 of this basket look for a reentry closer to the november prices or lower check back in in six months august 9 2021 high growth stock mini basket our high growth mini basket slack work twilio twlo square sq shopify shop these four tend to move in tandem in the basket until covid is over peloton ptom zoom zm basket adjacent paypal pypl all of these stocks have extremely high valuations but they are the future of e commerce zoom and peloton are included because they are considered e commerce growth companies but they are really benefitting from covid as much as anything all of these offer high beta option plays if you dare work and twlo are our favorites followed by sq november 25 2020 two ultimate jersey mike s subs my idea of what are the two ultimate subs at jersey mike s the first is the 17 mike s famous philly how the menu describes it grilled onions peppers white american cheese this philly is the real deal it s grilled fresh to order with tender steak peppers onions and white american cheese it s a fan favorite for the romano version change the cheese to swiss and add lettuce raw onion tomato and mayonnaise on a whole wheat bun i don t like jersey mike s cold cuts very much they aren t near thumann s or boar s head quality but the steak is very good highly recommend the romano philly cheesesteak the second sandwich is my favorite of all time and since i rarely eat meat it s my go to at least twice a month it s the 14 the veggie listed on the menu as swiss provolone green bell peppers crunchy and full of flavor our veggie sub starts with layers of provolone swiss and green bell peppers ask for it mike s way to enjoy our freshly sliced onions shredded lettuce and perfectly ripened tomatoes with spices and the juice for a light and refreshing sub on this one choose whole wheat lettuce tomato extra oregano and mayo and most importantly as i put it on the order slip an absurd amount of onions leave off the oil and vinegar and ask for swiss only but be careful and make sure they replace the provolone with more swiss they don t do it automatically most of the time i ve had someone from the office pick this one up for me the one time i went in the kid behind the counter whispered to his co worker hey man it s the guy with the onions he s here in person that s how many onions you want try it i ll end with this jersey mike s is good my issue with the cold cut quality aside but if you are ever in northern new jersey visit my childhood haunt big stash s at 131 kearny ave kearny nj 07032 november 18 2020 normandy rice pudding or teurgoule as it is called there this is a norman word that means twist mouth supposedly because the cinnamon in the recipe was spicy well if it s the 14th century and you only eat meat bread butter milk and eggs cinnamon is spicy i suppose let s not time travel and bring along jalapenos could change the course of history all you need is a casserole dish with a cover 4 1 4 cups of milk 1 3 cup of rice the kind for risotto if you have it 1 2 cup of light brown sugar and a teaspoon of cinnamon it cooks for hours and forms a luscious brown skin of starch and cooked milk you are supposed to discard personally i like it i guarantee your dog will like it if you don t here you go preheat oven to 300 degrees combine milk sugar and cinnamon in a saucepan and bring to a boil pour over the uncooked rice you have placed in the casserole dish put on the lid and cook for at least 3 5 hours i have used typical long grain rice and jasmine rice still delicious as with many simple farm recipes it s not hard and there is a very short list of ingredients all you need is time and patience like farming itself and if you want to taste this in france book a normandy tour at link paris november 11 2020 sell sell sell mortimer trauma s true consequences and effects often show up long after the event that caused the initial harm the dow touched 30k today with the announcement of the pfizer vaccine i think the real economic problems from covid 19 will show up much much later in ways we don t expect i wouldn t be a buyer here in fact i d go short on the market today i m sure i m playing the role of cassandra here for market bulls but i think i m right be careful also gives me a chance to post a clip from my favorite movie of all time trading places november 9 2020 palm groundhog springs day when you watch palm springs you get the distinct sense that screenwriter andy siara was hanging out with his buddies playing the what would you do if you could remake groundhog day game siara takes it a step further and actually does it palm springs is a modern day twist on the iconic bill murray film i loved it sure i could write a longer review but what s the point palm springs is a good movie it s on hulu watch it i don t know why movie reviews are so long i don t ask friends for a movie recommendation and then say pick one you like and talk about it uninterrupted for five minutes uh no if you like long reviews interviews here is a good one with andy siara okay i ll add one more line andy samberg kills it here best i ve seen him enjoy november 3 2020 a few interesting drawings going through my computer cleaning things up found these drawings i did a few years ago no idea what all of the extended arms and tongues mean i bet a therapist would know but as an old comedian friend said upon learning the root of his problems from his psychologist doc i would ve paid you not to tell me that november 2 2020 beverly hills for trump went to lunch in beverly hills today coincided with a huge trump rally parade i guesstimate about 5 000 people marched past us while we ate most people just yelled the standard usa usa chant you d hear at a soccer match one lady yelled through a megaphone that we meaning me and everyone at the restaurant with me were voting for a pedophile on tuesday that was news to the couple next to us who were wearing trump t shirts for sure earlier i met a fellow while waiting for the bathroom at the restaurant we chatted for a moment or two and i mentioned i own a travel company and how bad things are at present for our industry he replied i m taking flights again that s good at least i asked if it was weird on planes he said no i ve heard of incidents but not on my flights he paused smiled cocked his head and said i don t fly coach anyway this same guy ran out to the front of the restaurant and started screaming you are all racists all of you over and over as soon as the trump parade happened by according to the police a competing antifa rally was a few blocks away they didn t march past our restaurant though darn i was hoping for a second parade one thing hit me during all of this people are marching for trump or against trump for sure but i think the above image of a boarded up neiman marcus on wilshire blvd explains more about the angst and anger in our country than anything else this is a store in the heart of beverly hills just a stones throw from rodeo drive if a high end boutique can t survive there where can it survive the economy is in a tougher spot than people realize covid s devastation will only show its true impact once the government stops writing checks and bailing out business no doubt a few other random thoughts another boutique that wasn t boarded up and closed had this outfit in the window i think it was custom made for the chairwoman of t mobile and she forgot to pick it up a picture is worth a thousand words palm trees against a crimson sky la sunsets are beautiful coach has designed some limited edition jean michel basquiat inspired hand bags the bag pictured is 395 but will probably be a collectors item before you know it if you are inclined buy it and put it in a closet and forget about it restaurant mirame 419 n cañon dr beverly hills ca 90210 definitely recommend small bites michelin starred chef november 1 2020 inside so there is this guy on wondery that does this podcast about the making of famous movies the first two series were excellent inside jaws and inside star wars i haven t listened to the third or fourth installments inside psycho and inside the exorcist but assume they are good i have to warn you though the narrator voices every voice himself and it is really annoying for about five minutes once you get used to it you ll love it i probably wouldn t listen to the show anymore if he stopped doing all of the voices hoping the next one is inside the godfather or goodfellas follow the host mark ramsay markramseymedia on twitter october 31 2020 1 2 next page yes but however thoughts and thanks blog about faqs authors events shop patterns themes 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