whatstheofficerproblem

Naive statement cubs. I think most people in the broader west have never seen or experienced j!h4d first hand and think of terrorist organizations as a 'building', which could be bought down and replaced. This is a huge misconception. There is a demon called Raktabīja in Indian folk lore, the specialty of these guys is that if you wound him, from every drop of his blood, a new Raktabīja will come out. Hamas, & most terrorist outfits as a matter of fact are much the same. You can never completely destroy them as much as that would be nice. Once the old leader is killed a new one will take the mantel, such is the unfortunate reality, the seed was long sowed, only takes a little rain.

If the protests were anti-Israel, it wouldn't have been anything new. The reason they protested is because apparently, according to these students & teachers, Columbia owns stakes in weapon manufacturers and are indirectly funding genocide. Still seems like a somewhat valid argument, here's where things get funny, no, Columbia doesn't own any stake in any weapon maker, what they own is a $277k worth of a BlackRock corporate bond ETF. This is laugh worthy, who would imagine a school as big as Columbia, which is also known for it's 'prestigious' business school would not see the stupidity here? All the teachers & the student's parents own it too if they are invested in any broader market ETF.

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.

RIP. An absolute legend.

The Aussies won the match, but we won the hearts.

It is important because that is how these idiots a.k.a sell-side analysts are going to throw a barrage of ratings around downgrading every stock that they think will be adversely affected and upgrading everything that has even the slightest tailwind. And since their ratings have sway on institutional ownership, a lot of stock will become ridiculously expensive while the others reasonably cheap. Also an indicator of what their 'Macro' outlook is since this is kind of a sea change and GLP-1 will cause the ripple. I still do not understand sell-side analysts, they are the only people who maintain a 'buy' rating while simultaneously decreasing their price target when the stock is going down. They do have impact on pricing and we might as well take advantage of it.

I'm an undergrad student too, while the books do help, this forum itself has had the greatest contribution to my learning curve as an investor. The very first discussion I threw myself was into Brookfield which was quite active back then and growing through all the pages was a fun ride. The recommendations in the books section on here are excellent too, they add insight into sectors like no where else.

I hope that this causes a steep decline in BYD and EVO, would love to pick them up at a nice discount.

They didn't say this will happen in the interim. Those guys made a generalization as to show off the future tailwinds caused by GLP-1 and when this becomes generic, a good portion of the population will be on it.

Anyone think athletic wear brands are worth buying hear? They probably have a huge tailwind from GLP-1. Lululemon, Under Armour etc.

Jeffries analyst says United Airline would save $80M/year due to GLP-1 if the average passenger weight falls by 10 pounds. Less weight and load leading to less fuel consumption.