Palantir

Thanks to all, I appreciate the wishes.

Might buy more DOX

I am about to start a new job at a large endowment. Anybody been in one of these roles before? What is it like working there/what did you do?

Is there any reason why Marc Hamburg never figures in these "next CEO" lists?

I use FCF/EV.

Yeah...Ghana has been the US' bete noire for the past few years, and with Ronaldo on fire...not looking good. On the bright side, US plays Germany last, so they have likely qualified by then. Spain has a pretty tough draw, Chile and Netherlands are talented teams that are on form, and Australia is a pretty physical group of players.

I like this:

I meant more that Iran has a deployed US military or US-guided military on both its sides. I agree with this. Can't help but wonder if part of the deal with Iran is to set them up as a potential partner for Afghanistan. (We'll withdraw from around you and let you spread your weight, if you don't make nukes).

Secondary markets support primary markets as a whole, but that doesn't mean that a great capital allocator is adding societal value! They are very different statements.

So tell me, I bought RHT, how did society benefit? Society benefits from capital formation in primary markets. Secondary markets only support the former!

How does society benefit from people who are compounding capital in secondary markets? ::) Investment is just reallocation of wealth.

So suppose I invested in a stock today (say SAM). How exactly was that productive to society? :)

Hey now, Kim K given her assets, is a model for capital allocation!

Kind of sad, accumulating wealth and living in fake poverty. Nothing to admire IMO.

In Soviet Russia, stocks short you!

You are seeing what may now be called bullophobia - fear of rising markets. Drives value investors crazy with plenty of >:( >:( .

I think 4gb may not be cutting it, but then again, I'm having problems of my own with Firefox being dramatically slow.

*grabs popcorn*

I am looking at Philippine LD Telecom (PHI). I like that it is cheap on a cash flow basis, but I don't believe the firm has that great of a reputation.

Did you read my posts? If you want to "reduce the material that is out there" you will need to do a LOT more than just sanction Iran.

Then why only focus on Iran? I think you will agree with me that much of this pressure would be most useful when applied to KSA and Pakistan. Iran is basically surrounded by hostile states, it is only natural that they are going to take steps to defend themselves. But the cat is already out of the bag in my opinion.

Fly commercial planes into the WTC? Crazy. Oh, while we are at it, who flew commercial planes into the WTC? Iranians? No...it was Saudis and Egyptians who were trained in....Pakistan. You sure you want to keep at this?

Ah, I see DTEJD and James chose to ignore my points about Pakistan getting nukes. Why isn't that a major threat? Given that this country is a) run by a dictatorship b) sponsors terrorists c) proliferates WMDs and d) has carried out genocide. It is a far bigger threat than Iran, and if Iran gets nukes, it will be Pakistan who will become the supplier to the Sunni states. The US just needs a bogeyman.

load missiles on junk ships and attack 5 large cities? sigh.

You're not making sense and coming up with some fantastic scenarios. I'm aware of KSA's links to Pakistan's nuclear program. However, it is much easier to stop KSA from getting nukes. Conversely, the US could focus on putting pressure on Pakistan to limit or shut down its nuclear program, but it does not do so, on the contrary, it lets Pakistan ramp up its nuclear weapons stockpile to record levels while haphazardly focusing on Iran. If you want fewer countries to have nuclear weapons, it doesnt make sense to fixate on Iran, you will need to control Pakistan's nukes just as well. It is foolish to let one nation proliferate and force its rival to starve. However, with US power receding, I feel more nuclear nations are inevitable.