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fareastwarriors

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Everything posted by fareastwarriors

  1. Just checked out their site briefly. Nothing to add but seems like an interesting company.
  2. If you're not working in the industry and having access from your company, there is almost no reason to pay for it...
  3. It was a fun watch. What a life! Ah the Herbalife duel with Ackman v Icahn. I remembered watching it live. Now that was great television!
  4. Housing is so hot that even Disney is getting in on the action? https://deadline.com/2022/02/disney-panned-residential-communities-rancho-mirage-1234934824/ Disney To Build New Residential Communities, First In Rancho Mirage, California
  5. some AIV and CLPR
  6. Do both! That few thousand dollar dinner bill is not gonna stop you from buying RE, assuming the bonus is fat enough
  7. let the good times roll https://nypost.com/2022/02/08/cars-caviar-the-wildest-ways-wall-street-is-spending-bonuses/ The craziest ways Wall Street is spending this year’s record-setting bonuses
  8. On mobile, I see many ads but on desktop, I almost see none.
  9. Joining my peers at the $FB party. (small add to existing holding)
  10. Happy lunar new year to those who celebrate!
  11. Wild weekend of football ! My niners couldn't finish the job...
  12. Let's go niners!
  13. Man I really need to get out of my bubble and enjoy this big country. I just bought a $700k 2bed/1bath 900 sq ft place and I felt like I got a great deal! F'ing Cali.
  14. Just for kicks, I went to look at the performance of my old firm. All their equity funds are underperforming their indices for past 3,5, and 10 years. Their income stuff are beating slightly. They don't manage not exotic stuff. The benchmarks are like S&P 500, MSCI EAFE/World... So much underperformance but yet AUM up by hundreds of billions in last couple of years. It such a good racket... At least my old firm only charges 40-70 bps for their funds....
  15. Sales load 1.25% mgmt fees and performance fees? Fuk these guys.
  16. Might be late to the party already but SCHW. Highly interest rate sensitive and well run business.
  17. I'm waiting for my inheritance... Oh wait, I still to support my parents. Darn!
  18. Morgan operates in WV so probably not too many Costco's nearby. Personally I go for the chicken bake since I find it way more filling!
  19. Why does he constantly pump $PAR? Seems excessive
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