whatstheofficerproblem

Technically speaking, we did. Whose tax dollars do you think are funding both sides of this? If reincarnation is real, in my next life, I'd like to be the US govt.

https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract Why did Google fire them, it shouldn't have. In fact, the employees must have willfully resigned as a sign of protest. Sincerely, All undergrad & grad students.

I doubt he suffered. There was a video of him getting the call and the Hamas guy on the other end announcing him they died. Dude did not even flinch, looked totally unaffected, said they will go to heaven and we need more soldiers. He will just have more kids, you'd be surprised that most leaders of terrorist camps, from Haniyeh to Hafiz Saeed only care about themselves, not even their family. Seen too many of these guys.

I asked Francis if there were openings at the firms. What better way to become a shareholder than becoming an employee? This has nothing to do with me offering to buy a stake haha.

My very elaborate plan to become a Wintaai shareholder wasn't a complete failure.

Thanks for the insight @abyli, but wasn't this the case a few years ago too? Everything you mentioned has been that way since Xi came into power. You were bullish then, what was the nail in the coffin for you? the virus?

@Ulti I was just quoting the mainstream narrative that is used to label Israel settler colonizer & apartheid while exclusively referring to Ashkenazis. I must admit, this is the first time I'm seeing 'dhimmi' used in western media. - fellow 'dhimmi'.

“With a good script, a good director can produce a masterpiece. With the same script, a mediocre director can produce a passable film. But with a bad script even a good director can’t possibly make a good film. ” ― Akira Kurosawa In a similar fashion I think Munger said something but I don't remember, but, with a good company a good management can generate greater returns, with the same company a mediocre management can generate passable returns, but with a bad company even a good management can't possibly generate good returns. I wouldn't touch a company like Ford with Buffett in charge, this is an objectively bad business. Some businesses, examples which we have seen recently would be SMCI & all the AI beneficiaries didn't need good management because the thesis on them itself was independent of management. Recently, I have been looking for good businesses that would generate returns regardless of the management because the new trend is management appealing to 'value' guys and speaking their language while the actions don't necessarily match.

Agree with everything you said, which is why I usually don't enter the conversation. I hate Starbucks not the stock but the product, because what they are selling is not coffee, it's 5% coffee and basically an ice cream smoothie. But hey, if it sells, it sells. I have been hearing about increased penetration into the Indian market lately, India lacks a premium coffee brand in the country, CoffeeDay is affordable & SBUX is trying to fill in that void. Seeing a lot of people with Starbucks in their hand, not to mention the additional penetration in China.. do you think it is a buy here or will you write some puts to catch this on the way down? That would be if boycotts increase, I don't think they will though as those who want to already avoid it, and most of the customer base isn't naive enough to think buying an overpriced coffee will fund g3n0cide.

Bold of you to post it on here knowing it will be called fake. The hate China gets is somewhat justified, but this thread has the same arguments repeated over and over with the same rebuttals given over and over. This thread has taken a couple inches off my hairline, a very frustrating read.

Thanks Xerxes for your kind words. A few musings after I've gone through the five pages: - The reason Israel seems to be called the 'occupier' seems to because the Israelites are white/EU decent. Why wouldn't they be after being exiled and forced to live in EU? - Yes, Israel is no saint & the IDF is not some charitable organization. Have we really forgotten what wars are like? They are dirty and disgusting, it is sad that kids died but that is the true face of war. You kill one of ours, we kill two of yours, you kill four of ours, we kill six of yours and on and on. - Hamas is actually quite genius, Haniyeh is a billionaire and lives in Qatar, like every other terrorist camp, the leader tells his subordinates to indulge in j!had & become mujah!deens to attain jahannum while the leader himself hides out and lives a life of luxury & indulgence. - Their strategy of hiding in tunnels & civilian areas & using children on the frontline is immaculate. With this strategy, you get to attack the other country and also cry victim when there is retaliation. Also helps score sympathy points because now women & children were collateral damage. These guys will have a nice career at McKinsey if they so wish to. - I also noticed that the very people who hate Israel are somehow the same people who support a Pakistan occupied Kashmir? How does that work? The metal gymnastics here are insane, the literal word 'Kashmir' is older than the ideology a lot of them subscribe to. Without making this thread anymore of a political football field, there is a lot of hypocrisy from all sides of the aisle. While wars are nasty, they are extremely profitable, and the powers that be, who puppeteer the war do not care about those on the front lines. We have seen attempts to boycott certain brands by a the pro-Palestine side of the aisle, as a result, Starbucks has laid of tons of employees in the Middle East, can we see what's happening here? A boycott by Arabs led to shutdown of franchises owned by Arabs and evaporated the livelihood of thousands of other Arabs. We have & always will be 'useful idiots' at best, used by one side or the other. At the end of the day gentlemen, I don't have the power to stop the war or the suffering of those effected by it. But I do have the power to increase my position in LMT & RTX, if I cannot stop it, might as well gain from it a little. Afterall, I am only as moral as my government.

Don't hate me but my two cents: - Iran attacked the 'bad guy' in the middle east and now wins the hearts of the 'ummah'. - Israel gets to 'defend' itself again and also play some victim here and there. - Murica will now intervene and kind of cool the waters before the upcoming elections. Iran gets to play the big brother for the ummah considering Saudi doesn't care about it anymore. Israel gets more aid/money & Biden conveniently gets credit for stopping a 'war'. Every party involved wins, except the civilians and collateral damage who are already dead, but life is too short to care about dead folks amirite. For the record, I do not support Iran or Israel (although have vested interests here) or Gaza or US. I purely only support the military industrial complex of the US. Long $LMT & $RTX baby lets go .

I don't know if you're being sarcastic here. Sure, China has its flaws & ofcourse there is propaganda around but this statement seems a little farfetched. I notice that you've had positions in China in the past, you've held PDD since IPO, do you still hold it? Also JD & BABA. What is your view on Chinese equities right now if you don't mind me asking. How do you see the equities market in China going forward, has your perception changed over the years? How much significance do you place on the broader macro here? Since you're from the country originally, your insight would be worth knowing.

I would say so far the one time fee for the CoBF membership is paying me dividends everyday. 1. META - Origination & Thesis is CoBF and work, I think Sanj was extremely passionate about it and put the case up. Simultaneously, I was working at a small value hedge fund where the PM also held the same opinion as Sanj. All of this was a month or two after I joined the forum. - Held it for a year and then sold it, very small position and that was a 200%+ gain. 2. CEIX Calls. - Origination & Thesis is actually VIC, I agreed with the thesis there but did not want to buy the equity, bought some LEAPs a day before earnings. - Very small position again, but earnings were really good and the stock ripped, ~50% gain in two days, ~100% gain in a month and sold it after it doubled.

Gents, AI is one hell of a drug.