Reflection on the blog

wandering around the world, barefoot and blind I find treasure plenty.

If one steps back and observes the blog as a stranger, I don’t know what they would see. I cannot see that perspective. It was a brief description of a lived experience of topics and briefly written then cleaned. I’m not a great writer. But looking at the topics there’s a bit of a dark theme.

Destroying consumer, corporate & state secrets, private prisons, tracking of immigrants, monitoring of private corporate assets, casino management and security software, tobacco, acne medication, psoriasis, nail fungus, and some other things.

I say this and it hasn’t changed. I’m posting death and taxes next. Hopefully on the day taxes are due if I can really push myself. It will say 💀DEATH & TAXES - DUE NOW💀 in the title to scare you when you open it at 6 AM. And I could not hope to write anything interesting about taxes, so we’re exploring death rates in America and what’s going on with companies like Service Corporation International.

I also really do want to be able to write about IGaming, which is just this global phenomenon of the super online casino brought to your phone in your home at your fingertips. For the troubled gambler once this hits the states in real terms it will be like throwing crack to the feet of every American. At first it might not seem like they can compete but let me tell you they build fun games, and they build for every device. It’s addicting stuff, they’re smart operators, and they’re plugging themselves into the products streamers use to broadcast gambling to funnel gamblers to their museum park for a digital gambling.

But getting back to the blog. It’s really quiet a dark and nasty piece of work. There are errors in things that matter in some of my writing, but not for lack of me trying to fix them. And the topics explored are largely mired in controversy. My pursuit has been product oriented, value driven i.e., yield on enterprise with buybacks or debt paydown, volume growth assets (SmartLink, Shredding, Terclara), disconnects with future predetermined cash flows.

Identifying alignment with management is important. Ultimately, we want to find ourselves with little requirement for turnover while maintaining ourselves at a high average rate of compounding. If for the last 7 years you thought about this as a trait exhibited by Dustin Haw of Terravest, you would have been correct.

The last month has been wild. I felt greedy raising prices, but I literally had half a dozen readers, a prolific writer on the site

Citrini

& someone from the Motley Fool telling me to raise them. So I might as well. The support is overwhelming and hopefully being put to good use by yours truly.

-Left