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Michael Moore

Why Today April 30th Should Be a National Holiday

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The Parnas Perspective

BREAKING: Tesla began a search to replace Elon Musk as CEO.

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What To Cook When You Don't Feel Like Cooking

mother's day gift guides!

Low-Hanging Fruit Loops

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13m read

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Illustrations of Faith

Zeno of Citium c.335–c.263 bc Greek philosopher, founder of Stoicism, stated:

“The reason why we have two ears and only one mouth is that we may listen the more and talk the less.”

(Diogenes Laertius Lives of the Philosophers ‘Zeno’ ch. 7)

If we would only heed this simple observation. Teaching the book of Job has demonstrated to me that we are often waiting for someone to finish talking so we can jump in with our big ideas or advice. Job’s so-called friends cannot wait to tell him why he is suffe…

Thoughts to Dwell

Scott DeGroff

Apr 3

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

StateDept

11h

U.S. Department of State

100 Days of an America First State Department

Adam Kinzinger

Apr 16

I’m going to say something that shouldn’t be controversial but will be. If you are a Christian, you can support border control and immigration being legal vs illegal. You CANNOT celebrate deportations and get off on the cruelty, and be a real Christ follower. Period

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BrooklynDad_Defiant!

I don't know who needs to hear this, but EVERY FUCKING RETAILER needs to show the tariffs next to the price -- not just Amazon.

Walmart, Target (where I do not shop), ALL OF THEM. It's a fucking tax, why shouldn't we see it?

I want to know exactly how much trump's tariffs are jacking my prices up. DON'T YOU?

Andrew Walker

Dec 6, 2021

Yet Another Value Blog

Weekend thought: a sporting chance for value at $SPWH

Byrne Hobart

Dec 6, 2021

Thanks for writing this up! I briefly looked at SPWH after the deal fell apart but got scared off by the same SWBI headline you noted. I wonder if retailer economics are different, though—do gun sales get pulled forward more than ammunition? And wonder if there’s a good attach rate on buying ammunition.

(Negative version of this is that the Covid pull-forward was more about fears of unrest rather than the usual fear of gun bans, so may have skewed more towards ammunition than guns. I’ll have to check some transcripts for that, but if so the trade is probably shorting SPWH’s comps.)

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1 Reply

Dec 6, 2021

3:05 PM