Henry Beall 10/13/24 Henry Beall 10/13/24

Defense is Interesting to Me, but all The Companies Suck

"Very bright was that sword when it was made whole again; the light of the sun shone redly in it, and the light of the moon shone cold, its edge was hard and keen. And Aragorn gave it a new name and called it Andúril, Flame of the West.”

Henry Beall 10/11/24 Henry Beall 10/11/24

We Have a Soft Landing, and the Tesla Event Sucked

"Freedom of conscience entails more dangers than authority and despotism."

Henry Beall 10/8/24 Henry Beall 10/8/24

China is Overrated, and I Genuinely Hate David Tepper

“Act in such a way that you treat humanity, whether in your own person or in the person of any other, never merely as a means to an end, but always at the same time as an end.”

Henry Beall 10/6/24 Henry Beall 10/6/24

Reviewing a Great Prediction and a Meh/Poor Prediction

"I'm going to kill myself tomorrow."

Henry Beall 10/3/24 Henry Beall 10/3/24

Uh Oh, I am Talking About Unions Again: Port Strike Reaction

"We set our sights very high, so that even failure will have in it an echo of glory.”

Henry Beall 9/30/24 Henry Beall 9/30/24

I am Becoming Worried about OpenAI

"A man can convince anyone he's somebody else, but never himself".

Henry Beall 9/27/24 Henry Beall 9/27/24

Nike Shakeup, are They a Buy Now?

“Whatever in creation exists without my knowledge exists without my consent.”

Henry Beall 9/24/24 Henry Beall 9/24/24

Is Intel a Buy Now? No.

"A foolish consistency is the hobgoblin of little minds, adored by little statesmen and philosophers and divines. With consistency a great soul has simply nothing to do."

Henry Beall 9/21/24 Henry Beall 9/21/24

The Final Portfolio Review (pt. 3)

"There's more to life than a little money, you know"

Henry Beall 9/17/24 Henry Beall 9/17/24

A Portfolio Review Pt. 2

“And gladly wolde he lerne, and gladly teche.”

Henry Beall 9/14/24 Henry Beall 9/14/24

A Portfolio Review Pt. 1

"I'd rather be a pig than a fascist."

Henry Beall 9/11/24 Henry Beall 9/11/24

Not Impressed With the Apple Event

"If gold rust, what shall iron do? For if a Priest, upon whom we trust, be foul, no wonder a layman may yield to lust."

Henry Beall 9/8/24 Henry Beall 9/8/24

The Birkenstock Bubble is Already Popping, and I Cannot Stop Hating on Elon

"So you would rather return to a chaotic world full of murderers and thieves? Soon, your world will be a sea of flames."

Henry Beall 9/5/24 Henry Beall 9/5/24

Disney Vs. DirecTV

"And what will ye leave to your own mother dear?

Edward, Edward?

And what will ye leave to your own mother dear,

My dear son, now tell me, O.'

'The curse of hell from me shall you bear,

Mother, mother:

The curse of hell from me shall you bear,

Such counsels you gave to me, O."

Henry Beall 9/2/24 Henry Beall 9/2/24

Disney Succession Battle Spills Into The Public Eye…I Hate Josh D’Amaro

“Moss walked out onto the prairie behind the motel with one of the motel pillows under his arm and he wrapped the pillow about the muzzle of the gun and fired off three rounds and then stood there in the cold sunlight watching the feathers drift across the gray chaparral, thinking about his life.”

Henry Beall 8/30/24 Henry Beall 8/30/24

The Market’s Reaction to Nvidia’s Earnings was Exactly what we Need

"I do not love the bright sword for its sharpness, nor the arrow for its swiftness, nor the warrior for his glory. I love only that which they defend."