whatstheofficerproblem

They got complacent, but it precisely the places that lost BJP that are going to miss it the most. They will be back in power in 2029 again. Nothing changes from here on out, as a matter of fact, Modi getting aggressive majority only means more protests because apparently he is a dictator lmao.

Please do read the manifestos.

Well, more often than not, the funds you mention have equity stake that they plan to use to for activist measure to further shareholder interests. You can argue that DFV is doing the same, but only $115M is in shares, the rest of the ~$100M is in call options with a big deal of them having a date of June 19th/21st. I wonder what meaningful activism one can do in that span of time.

This is illegal imo. He knew that the market would react, so he deliberately bought options and then posted the 'Uno Reverse' meme, and later showcased his $200M position in GME which caused another rally that more than doubled the money to $500M. E* Trade is looking into blocking him from trading.

I had a dream that I was big ranch owner, maybe it was all the Yellowstone I watched, but I subconsciously recalled this. You will be missed, Toby.

I think they absolutely do have a right to it after what they've been put through. A total civilization wiped out. In fact, the colonizers actually expected that to happen, which is why they were almost wiped out. If the natives start having 6-8 kids each and also have the support of let's say more than 2 Billion people, they could slowly take institutional power and they technically can take back this land. But we can all sleep peacefully because we know that is never gonna happen, the most natives get in congress is Elizabeth Warren. I agree with this. But I also see no other way around it, if Hamas uses tunnels and civilian areas to fire and a military state then it is the civilians who are going to die, Israel can't just keep taking it because of humanitarian reasons, people have forgotten what wars are like. Again on social media as soon as we say war they say this isn't a war this is a genocide. Why is this a genocide? because Israel has bigger guns? Then that means America has committed genocide in Afghanistan, broader ME & Vietnam.. but wait, they weren't wiped out were they? If Israel really wanted to, they can totally just throw a barrage and call it day, but they aren't doing it. War in and of itself is a crime against humanity. The notion of 'War Crimes' is blatantly hypocritical and stupid. So you set rules on what are the ethical ways to kill each other? Is this is a joke? Who in their right mind would follow these? Every person in the west is a literal beneficiary of a million 'War Crimes' if you dig deep. I'll give you an example, Medieval Indian kings, who have never faced true barbarians aside from greeks (who are actually gentlemen compared to later invaders) used to have a similar 'war crime' rule book. Women and children were off limit, you could not hit an enemy from the back, you could not engage in battle after dawn, this was a stupid video game to then. Then came the timurids and the central asians, literal necrophiles who spared neither infants nor women, no young no old, they did not know how to fight with them and thought using their owns ways against them was beneath them, and at the end we see the islamization of northern India. In short, as the Chinese say, "Compassion to the enemy is cruelty to oneself". Israel, despite all it's flaws has been way more compassionate than any one else in this situation. If the US of A was attacked from civilian areas, we would without a doubt go ballistic on them, because America is so big it answers to no one, Russia, China, EU countries would have all done the same. The case study of Israel is that of bad PR and a shameless enemy, beware, every one must face it every once in a while.

I have to give it to the guy, Putin must be the happiest person right now. Nobody cares about Ukraine anymore, while everyone watched Palestine, this guy appeases his allies in the Middle East while continuing what he is doing on the western front. Biggest winner here imo after weapon manufacturers.

Wow, Israel really has dogshit PR. I mean tbh even if they did have good PR the western audience seems more likely to believe Hamas than Israeli govt. Isn't it against Geneva convention to fire from civilian places, who really is committing a war crime here? People tend to forget this is a literal war lmao, the new 'All Eyes on Rafah' trend is hilarious, it's almost like saying 'I saw the Dresden Bombings, I stand with the N*zis' or 'I saw Hiroshima, I stand with Imperial Army'. This is proof that people only validate one side bombing the other regardless of consequences if they are also at risk of being harmed by the other side. The avg western audience which doesn't have any consequences from whoever wins or loses this ordeal have no love lost for Israelis.

Umm no they are not. If that was the case, muslims would not have become the second biggest majority in India, Muslims also have the privilege of their own personal law board shielding them from the IPC (Indian Penal Code) & guess what, the Waqf Board of India, which is a literal islamist organization is the second biggest land owner after the Indian govt. They literally own 70% of Delhi! The propaganda against India to make it seem like a fascist state is so laughable. @Hektor totally understand, just saying that the western media incredibly loathes India for not being an American puppet, most of what they post about the country is blatant misinformation. Please compare the birthrate/population growth of Muslims in India vs. the population of Hindus, Sikhs, Parsis, Jains, Buddhists & even Christians in the neighboring countries, they have a very insidious scheme. Being called strangers in their own land after owing land only less than the govt and having partial 'Sharia' which they dream about in EU is disingenuous.

Speaking of movie soundtracks, something that seems to be well like the past week:

I just hope the India-Iran Chabahar Port deal still stands, if agreements are to be honored, we are safe for another 10 years. Either way, Raisi wasn't worth the effort, Khamenei is the real ring leader and to see any sort of change in Iran, that guy must go.

39% annualized after fees.. Jim is the goat. He also has a lot of goodwill in the stem research space especially in the quant start up space, funded so many labs/companies that couldn't find funding elsewhere.

I would suggest everyone read the INC's 2024 Election Manifesto: https://manifesto.inc.in/assets/Congress-Manifesto-English-2024-Dyoxp_4E.pdf People vote for BJP not because the BJP is good (which it somewhat is), but because Congress is so utterly bad. That manifesto looks like it's been made by a 5 year old who has no understanding of any financial concepts let alone geopolitics. Compare the above Manifesto to that of the BJPs and you will see why Indians seem to want this 'dictator'. On another note, Indian randomly vote for unsustainable subsidies, a population that has gotten used to freebies has no future. On one hand you want development, on another you want subsidies, on a third hand Indian Businessmen are somehow crony capitalists but foreign ones are Christ's second coming, on a fourth hand you don't want to mine minerals because you care too much about the environment but also want a mineral economy. - 'you' referring to urban upper class elitist 15-25 y/o who cry dictatorship all day. India seems to be the only 'dictatorship' where you can bad mouth the dictator every day and write a million articles on it all the while sipping wine in your apartment in South Delhi with no consequences at all. The only 'Hindu Nationalist' country where you can say please remove the police for 15 mins and see what we do to the majority & still roam free, and where the so called Hindu Nationalists fight for >100 years in court to get their own temple back. From the inside looking out, it seems western media hates anyone who refuses to play long with the west's ideas, don't even get me started on academia.

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.