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raveslayer

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Everything posted by raveslayer

  1. almost died haha im still trying to cope with the criticism, i know it's fair and reasonable But for me -passionate about the sport- i just can't image the winner mentality needed to overcome a 0 -2 in 15 mins
  2. Argentinan here, very nervous watching the game while working (1pm in Buenos Aires, Egipto just scored). What Jaygo says is true... It is amazing to see how children who play soccer from a young age develop a playing style (complex blend of technique, tactics, physical fitness, intelligence and cunning) that is difficult to teach later in life. I would encourage any parent to introduce their children to soccer culture. While it is true that in some countries (like here) it is highly competitive and puts a lot of pressure on the kids, it is a healthy culture with solid values based purely in team play.
  3. we can evaluate the technical aspects of the regulations, but discussing the spirit of the decision is a different matter... what happened came across as opportunistic and unfortunate in my humble football experience, in the long run things like this end up working against the team that benefited from the situation
  4. Mostly a lurker so far, but this seems to be where the action is — so, recent adds, small slugs each: EQT — flat YTD while everything AI-adjacent went vertical. The buildout's binding constraint is electrons, not chips, and the demand behind EQT is now contracted, not narrative. Breaks on Henry Hub: the volume is de-risked, the price isn't. VICI — gaming triple-net at ~9x, high-6s yield. The rate de-rated, not the business: AFFO still growing, full occupancy, CPI-linked escalators. I'm paid ~7% to wait out a rate cycle. Breaks on tenant rent coverage, not on the 10-year. ISRG — the installed base is the razor blade; instruments and procedures recur, the robot is almost incidental. Cheaper this year for a legitimate reason — credible competition — and I paid up knowing it. Breaks if procedure growth decelerates while instrument pricing compresses: two lines, same filing. Common thread: things this tape left behind. Not advice — small discretionary book, sell-discipline keyed to business KPIs, and a ledger that will report back when one of these makes me look foolish.
  5. Good afternoon. I'm from Argentina, so perhaps my analysis is a bit biased. I think France and Argentina are the teams playing the best right now. Since it’s a short tournament, I believe there are several young teams (USA, MOR) that could emerge as surprise contenders and there's also the Brazil factor. For me, the most important thing is that the level of play has been very high so far; it’s truly enjoyable to watch.
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