Now You’ll Get All the Jokes
We survived the holidays and are getting set to end our hiatus here at Permanent Equity’s Unqualified Opinions and kick off season three (“S3, huh?” indeed!) next week. To prepare for that, and in recognition of the fact that Brent’s shoutout in his annual letter garnered this humble daily email dozens of new subscribers who might not get the running jokes, here’s everything anyone needs to know to get up to speed:
First, as we were getting going, Emily made sure to tell me which ones of these were “not my best.”
Then we started referring to free cash flow as “beer money.”
Only to have the fiercely independent bakery here in town refuse to sell Brent all the biscuits.
But cholesterol may still be the biggest risk to our investment approach.
And I learn a lot from helping coach a u12 girls soccer team.
Now you’re in the know. So happy New Year, have a great weekend, and see you Monday!
-Tim
