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@BehavioralBull "@themattharbaugh $EVO doesn't seem like a good fit for Polen. Each of their holdings has an average market cap of $860B. $EVO is a minnow that will take decades to become the sort of whale that they house. I have that much time. They don't---or their clients don't"
@BehavioralBull on X 2025-07-18 06:01:23 UTC XXX followers, XXX engagements

"@DKThomp Florida's decline is happening in South Floridaa region that in many ways feels more like the Northeast than the rest of the state. In Florida the farther south you go the more "north" you seem to become. Enjoy your podcast and writing"
@BehavioralBull on X 2025-07-21 04:50:04 UTC XXX followers, XX engagements

"@SayNoToTrading I added to my $CPRT position on Fridaythough not quite as many shares as you It's such a great business. A friend of mine who's been in the auto industry for XX years always speaks very highly of Copart"
@BehavioralBull on X 2025-07-14 21:49:49 UTC XXX followers, XXX engagements