All Activity

Any word on this @Loss Horizon? Crap like this is why I voted Leave in 2016.

such a confusing mess of holds and similar named corps

yes 100% agreed in the short term. But the supply demand view will give ‘no’ real information on what the multiple will be in 3-5 years. Which is what I am solving for and I believe that multiple is much more likely to be driven by fundamental value with that time horizon. which ties into the buffet quote..voting machine short term, weighing machine long term

. I'm at the pay range where I don't really need roommates. Another problem here is that if you do find an apt that you want to share, it's usually those readymade walls creating the other room. Even if it isn't, still only slightly cheaper than getting a studio yourself. Might as well pay that 5-10% more for privacy and answering to none.

Appears that WEB was damn near impossible to live with from my readings and listening to Alice. Him not helping with a bat in the house due to him not being bothered by it. Dude was truly wired to do only one thing.

There was a decent amount of multiple expansion leading up to the inclusion. We went from 0.6x BV to 1.7x. The cross current was the loss of momentum investors and probably led to even more quant shorts post addition as it was in another major benchmark. That’s the thesis on why the next hard market could lead to even more multiple expansion. I’ll be surprised if we return to 0.6x BV in this cycle. I’m not trying to rationalize but I do think share prices are the result of supply and demand for shares.

European “democracy”: 276 in favor, 314 against becomes law. LMAO the European elites win again! https://www.reddit.com/r/europe/s/D4wDMOlV4M

maybe, maybe not. We can try to rationalize it in hindsight. The true test is if you can predict when it happens ex ante. I would suggest that’s impossible. for example consensus was Fairfax added to TSX will lead to multiple expansion but that didn’t happen

Shorted MU I'm ready to get squeezed, I'm ready

Casual sex has been in decline for some time now. Certainly less than when I was younger. But you may be right that a young high income guy might be viewed more attractively now than then. However if @whatstheofficerproblem meets someone he resonates with (most likely outside the bar scene) there is no reason he cannot meet a woman who he could establish a successful long term relationship with (if he so desires). I would also echo the idea of roommate(s) to share the expense and the experience. If he’s a runner, I would consider living near Central Park.

I don’t know the others besides Terravest but I think there are reasons we can clearly point to for it to get multiple expansion. It’s revenue accelerated which likely attracted quants, it got big enough for large funds to own and then went into the benchmark.

Do you have a source for that or do you just routinely make stuff up?

The problem is that European leaders pretend to be defenders of democracy but are very antidemocratic. The notion of free speech and privacy of communication between individuals from government is very important to individual rights and democracy—even if you might not think so. That’s why autocracies like China don’t have these things. It’s relevant here because it’s just one episode in European leaders’ long history of overregulating businesses (in this case tech companies with end to end encryption) while their economies stagnate. Yeah, you cab believe all the conspiracies you want, but Apple does not have the keys to end to end encrypted communication. They cannot access it. Apple is very serious about privacy. This is not true in China and basically European leaders want to do the same thing: https://www.nytimes.com/2021/05/17/technology/apple-china-privacy-censorship.html?smid=nytcore-ios-share

IIRC Warren was upset by the implication that Susie was less than thrilled by how their marriage/relationship turned out. That’s how Alice has explained her lack of access anyway.

37 years ago is like 2 @whatstheofficerproblem lifetimes lolz. Both my parents met in the city in the early 80s. 15 years ago was pretty wild, and I can’t even imagine today’s scene.

Good one!

A+

Terravest: Flat multiple for many years below 10x and then boom. Lindbergh, Sygnity, NGTG, Tasmea, Chapters group

I came to NYC and met my wife of 37 years. We met at Lincoln Center. So much for tropes.

Yes I do. I'd tell them the same thing. You go to NYC to make a shit ton of money and party. You dont go there to find a spouse LOL

$130B in data centers currently blocked in the U.S.: https://finance.yahoo.com/technology/ai/articles/130-billion-ai-data-centers-000000041.html $13B came to Canada today via META! https://globalnews.ca/news/11958562/meta-sturgeon-county-data-centre-groundbreaking/ It's been a great month in Canada so far with many other announcements from investors and the Canadian government. Trump's attitude may have been the best kick in the butt Canada needed and Carney is doing everything he can to inject growth, security, trust and investment into Canada. He's focused on working with the Premiers of every province rather than undermining them. Cheers!

Works better if you just buy the drinks! Free drinks always work best...same with bottle service in Vegas. You generally will get the interest of those there to party and have fun. Wasting time trying to impress them with your job leaves you feeling stupid and doesn't really work unless you are a celebrity. Cheers!

C'mon...geez! Do you have daughters or nieces? Why didn't you use the male equivalent of whore? Cheers!

This may be of interest to our Canadian FIFA/Football friends...at the very least Canadian accredited investors. DealSphere Capital is me by the way. If you are interested, you can contact me at [email protected]. Cheers! DealSphere Entertainment Fund 1 Limited Partnership - Red Card.pdf

This may be of interest to our Canadian FIFA/Football friends. DealSphere Capital is me by the way. If you are interested, you can contact me at [email protected]. Cheers! DealSphere Entertainment Fund 1 Limited Partnership - Red Card.pdf