whatstheofficerproblem

I find it funny how Kuppy is bullish on FL land. I don't know if anyone on here has covered it, but Kuppy himself bought a waterfront condominium in FL in 2014 for ~$500K & today the units in that building sell for >$2M. ~$1,600-$2,000/sqft which is in Miami Beach & the price is a function of this location being hot. Looking at listings in Bay County, where JOE has part of their, I could find land retailing for as high as ~$930K/acre & as low as ~$40K/acre depending on how much of that is trees, flat land, closeness to the ocean etc. I think with that in mind, his price range of $57,500 to $92,200 an acre makes sense to me considering some of this is waterfront & some deadbeat land.

RIP friend, you will be missed. Bought some REGN

Don't even get me started on what I've lost at the Vegas MGM Grand. The stock market has been much kinder to me haha. That said, I'll likely continue posting here until I see the pearly gates. Maybe @Blake Hampton & I will be the next Spek & John Hjorth a few decades down the lane.

I'm 21. Wanted to join the board when I was 16, my mom said no lol. I joined when I was 19. The $50 has compounded very well imo. The first stock I publicly vouched for and bought after I joined the forum was VRRM. It's up 80% now but was up over 130% at some point. I even met & am in touch with their management as their office is like 4 miles away from where I live, I'll probably never sell this stock for sentimental reasons & I do believe this is a 10 bagger. Life has been kind so far.

Bought some more LQDA, TMDX, MGNI, HIMS, IREN Starter in PDD

Agreed. The forum is my best kept secret.

This is by far my favorite Senior Living Facility. Jokes aside, only 4 people 20-30 so far? Wonder how many are on the lower end of that range.

https://archive.is/WX51w Worth noting.

Cheerleaders? I think Spek is consuming a lil too much of DW & BBC content these days, no offense . I am not even trying to be Alex Jones, but kind of ironic that the DA who is prosecuting Adani has ties to the OSF & the even more ironic part of the injunction brought against Adani about bribery are states where unironically the Congress is in power . Either way, there are plenty of American billionaires who have had bribery charges bought against them. One of them is our dear friend, Mike Milken who btw was indicted on 98 counts of bribery and fraud & settled with the US govt for $600M. Now he runs the Milken Institute, the politics of which I don't think is worth getting into. I think India will continue to grow regardless, the beauty of emerging markets is such. Adani represents Indian economy as much as Jeff Bezos does the US economy. So I don't think it is even relevant to bring the guy into the topic. I think we have potential 10-100 baggers in the Indian market today considering even the biggest Indian companies are still very much in their growth phase. I'm planning on starting a thread on some names, but we'll see.

I agree with Spek on the Humanoid robots aspect. I truly believe they are, for the time being a gimmick, nothing more or less. Which is why I'm interested in ISRG & Baosight, they are manufacturing robots that solve problems, be it in surgeries or supply chain. That said dwy, I'm just looking to create a basket that will be a small % of the portfolio, because why not? I think we will see positive developments on the robotics side given the amount of compute that is in demand right now, especially from companies that already make robots. As for the rest, like another user on the forum stated (maybe Spek himself I think), we will see robotics become the new start-up fantasy land after the AI hype dies down.

MGNI, like how the tide is turning.

IREN, TMDX

With there being a lot of 'hype' and material advancements in Robots & broader robotics, wondering if any of you have any good ideas to invest in this basket. I'm trying to find a pureplay on robotics in the domestic market and looks like they are almost non existent. Here are what I've come across. Tesla (TSLA) - Not a pureplay, but with them expanding into 'Robots', the current extent of which I do not know, I feel very uncomfortable dipping my toes in the name for just one segment. Intuitive Surgical (ISRG) - The only domestic pureplay on robotics I could find. They make great surgical robots, lots of advancements, terrific moat as most of today's doctors are practically trained on their equipment and there is a very high switching cost associated which given the maze the US healthcare system is, I don't think is possible. Solid company, earnings are great and will only get better. Expensive, but worth tracking. Shanghai Baosight (900926) - International play on robotics. I am inclined to call this a pureplay on Robotics. They have an Information solutions business, Smart storage and best of all they manufacture industrial robots the advancements on which have led them to be confident in industrial level humanoid robots. They are literally expanding into Robot-as-a-Service (RaaS) model in real time. They also dabble in AI, the company is cheap on a relative basis but has a few structural problems. Might be worth buying, but not until I have a full picture, so closely monitoring this. What are your thoughts on the sector and some of the names you might be interested for the robotics basket?

Because that is what Wall St sells. Take a NOPAT, divide that by 'Invested Capital' the definition of which is vague by the way, different people/firms use different denominators. Wow, a $500M NOPAT on $2.5B invested capital (most of which by the way is debt & equity) that is a 20% ROIC. buy buy buy! The more sell-side research I read, the more I am disillusioned to the glory of Wall St. Let's say if Evercore's ISI starts using ROTA or RONTA, then there will be a lot of other buy-side shops using the metric. Which will then create demand for that metric on the sell-side and we'll see even more firms covering this until ROTA becomes a household metric much like ROIC is today. Another disappointing fact is that most people just quote Buffett, never follow him. We would have had a few more Berkshires & Fairfaxes had they done so.

Thanks all for the comments on Nintendo. My personal feelings aside, I genuinely think Nintendo as a stock is a buy. I do agree the piracy scene is niche, but I also stand on the statement that their games have been very mediocre to say the least. PalWorld was an idea they could have easily implemented themselves. They have an option to develop a killer Open World game with the Nintendo franchise, yet they don't. They play it way too safe with their IPs and are shy about pouring money into Game Freak which is their studio. If TTWO was shy about funding R* we wouldn't have GTA today. I think there is a big TAM in Video Game market that they can capture, especially given the fame of their IP but they are holding themselves back.