Tyler Crowe

To your point of the UPS numbers, I think that's also expected too because they have been trying to wind down their e-commerce delivery a little bit much to focus on small, medium business, healthcare stuff, a little bit more value over volume.

That one comes in line with what UPS has been thinking about wanting to do.

So, guys, we're a podcast from The Motley Fool, and some of the core tenets of our investing philosophy here at The Motley Fool is to buy companies a little long-term and not let a short-term thing or two kind of really lead to rash decisions.

But, you know, as investors, and when we're making our decisions...

What to you guys constitutes enough bad news to alter your thesis?

You know, take these job numbers, what kind of trend in macro numbers would you need to see to either one drastically alter your current investment in something or when you have, you know, wanting to put new money into an investment?

Matt, I think you and I would be embarrassed to tell our wives how much we were looking at debt confidence of Tanger during the COVID breakdown.

Yes, I can fully attest to some of the things that Matt's talking about.

Speaking of crazy stocks and looking at debt covenants, after the break, we're going to do stocks on our radar.

Just a quick aside before we get to stocks on our radar here.

We kind of joked last week when we were discussing Meta that it was like a freaky Friday moment.

Third quarter, they reported they were going to spend a ton of money, the stock dropped.

Then this quarter, they said they're going to spend a ton of money, and then the stock popped.

And we were kind of joking.

It was the opposite of what happened at Alphabet in the third quarter.

And guess what?

This most recent quarter, they announced today, they announced massive capital spending.

And I think the stock is down about 3% or 4% as we're recording today.

So, another Freaky Friday moment.

Insert whatever investing trope that you have about Mr. Market or Be Greedy When It's Fearful.