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CorpRaider

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Everything posted by CorpRaider

  1. It's the explosion and silent death that worries me but mostly the exposure to one volatile source. Always a little paranoid about a leak after our neighbors had one and we had to be evacuated for a bit. I have good smoke detectors.
  2. I've been thinking I should sort of hedge my natural gas utility bill with BSM. At least until I can convert to electric appliances and heat pump. I never liked having gas in the home because of the risk of silent asphyxiation of my whole family, explosions, and inability to diversify feed stock/source, but I've been overruled so far by my boss.
  3. Maybe you want to look into time series momentum AKA trend following.
  4. VNO. Make midtown not suck again (or for the first time).
  5. Interesting. Thank you. That lending club thing they have + Nevada corp has my spidey sense going off.
  6. Thurston over here starting out on his three-hour tour.
  7. Yeah I can't even get no more positive carry going with capital from my friend Peterffy. Now I understand why the yield curve inversions slam on the brakes.
  8. Nah, just Kyosaki. I like the first few chapters of RD,PD and CF-Q. Listened to the UHAL and EQC calls recently too, could be relevant. EQC likes self storage and SFH. Variant perception there.
  9. Yah. In the interest of disclosure, I've been taking crazy pills about buying these big REITs at like Detroit SFH rental home multiples and listening to real estate grifter audiobooks.
  10. Good advice. Also, I've read, they're damn near judgment proof.
  11. Kashkari is just a team player to the max isn't he? haha. I was forced to get long in my trend + value stuff so it's time for a big drawdown. It's funny how my subconscious rooting interest changes depending on the posture of that "system" even though it's not yuge relative to my capital.
  12. You're gonna' love the way you look....in cash. I guarantee it! (Not a guarantee. Not investment advice.)
  13. My trend rules in trend + value "strategy" are set to force me to buy soon...feels like a whipsaw is in my future.
  14. I think their creators could possibly take them out if they wanted.
  15. ~(24%) in my "stock picking" account.
  16. PE5 and Q give you roughly the same answer as of my last check. Prof. Shiller credits Graham appropriately.
  17. I think I kind of get Goosehead; use technology to allow the model to work for smaller $$$ policies/transactions. I've used policy genius a couple of times. But not (remotely) at this price. Interesting model. CBRE and co kind of have more diffuse cohorts on either side of their market making operation, but I suppose they don't have the recurring and mandatory purchase aspects.
  18. 100% agree. It seems they're also operated with the non profit goal of generating employment and maintaining state manufacturing capacity. Even if GM tries to make money, many of their huge competitors are not operated for that purpose. Industry is toxic waste no touch pile for me.
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