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Parsad

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Everything posted by Parsad

  1. That's probably what will happen. At $40, that's still less than half the price of cable. Streamers will become the defacto cable companies. You bundle as much or as little as you want. You order all NFL games for $10 a month during football season...or you might want to order UFC fight on a specific night for $25...etc. Rent a movie just in theatres...$15. You want Bloomberg, CNBC and other financial stations...$3 a month more. Cheers!
  2. Not really. For example, the NFL and NHL charge cable companies a flat fee to show their games. FOX is paying the NFL $2.25B a year for 11 years under the current contract to show games. NFLX can make a bid and get the rights, and then show those games globally across their platform. FOX gets maybe 20-40M viewers for the big games other than Superbowl...and those games would be FOX's highest viewed shows. Whereas NFLX has 325M subscribers and growing! Cheers!
  3. By the way, have you already checked him for vision or hearing issues. It might have nothing to do with autism or any sort learning disability. I needed glasses when I was a toddler...and still wear them 53 years later! Not using words may also be a sign of not being able to properly hear the words, so the natural default comfort level is to guide you by the hand to what he wants to communicate or point at. Also, whatever the issue might be...if there even is one...don't stress or panic. Just deal with it like any thing else...night time feedings, potty training, the flu, etc. It's just another problem/issue a parent has to deal with and you've handled everything else already! Cheers!
  4. My cousin's daughter is extremely active, precocious and playful. At about 3, some of us recognized her verbal skills were progressing slower than other children in the family of the same age. She understood perfectly fine, but at times would get very agitated/frustrated when communicating and playing with other children. As she entered pre-school, the educators there noticed similar issues. Her Mom wanted to get her assessed, but her father and grandmother who were more old school and didn't want her to stand out from other children, were resistant. Eventually, they had to do it because she was falling behind the other children. Once they received the assessment in kindergarten, she is on the spectrum but I don't know all of the details yet, but I do know they were immensely relieved. They could at least find the right assistance with private educators that could help her to keep up with the public school children she was in the same class with and had become friends with. Now I have no idea if there is anything that suggests your child needs to be assessed. Only you can make that judgement call with your spouse. But if any part of you feels like you don't want to expose your child to that type of assessment yet, I would take heart in knowing that they will not assess your son and diagnose him with anything unless the assessment indicates something. At that point, you and your spouse can decide what the best route is for your son and your family. I also know of some children that develop verbal/reading skills later...so it certainly isn't anything to panic over. Just watch your son, how he interacts, and if you feel that an assessment may be a good idea, it's ok to get one done. It has zero reflection on him, you or your spouse. My nephew spoke early and often...boy that kid loves a conversation even to today. But he was very slow to learn to read unlike his younger sister, even though the whole family read to him all of the time. He went into kindergarten only knowing the alphabet, numbers and very rudimentary reading like "cat", "dog", etc. Next thing we know, by the end of the year, he was reading everything he could get his hands on and his ability to recognize and pronounce words jumped a couple of grade levels. By the end of grade 1, he was reading above a grade 4 comprehension level! Today he's a voracious reader...unfortunately, most of it done on an iPad these days...but he's reading non-stop. He plays hockey, is working on his black belt in Tae Kwon Do, loves steak and any protein he can get his hands on, can be a bit cocky at times, but is incredibly loving and empathetic, and will talk your ear off about everything from sports to politics, his future, trying to make the NHL, being the next Elon Musk (God no!), and plays video games! Cheers!
  5. They'll be opportunistic. If they find they are getting sports programming in a nice package for a fair amount, they will buy it. Sports programming is really the only thing keeping cable alive. Eventually, the streamers will replace the cable companies once they realize tie-ups with the cable companies aren't worth it any more. We're not there yet. Cheers!
  6. Yup...like Costco and Walmart. Will eat up all of the cable companies for the next decade or so. Streamers are just moving into full blown television programs like sports. So far they've been just been eating up movies and unique programming. They've just started bidding on sports programming and eventually will show all sports. The more total programming they provide, the more people will be happy paying higher subscription fees. Cheers!
  7. Unlike myself, I doubt you even considered Trump any sort of threat back in 2014-2015. I'm pretty sure you saw him as a joke at the time. Just like I've met Buffett and spoken to scores of people who REALLY know him or have spent their lives invested with him. Hell, I spoke to Howard Buffett for over an hour, Ajit Jain like 3 or 4 times, Mohnish who had dinner with him, and I know Prem Watsa who created his own Berkshire and at times has been a macro nerd! You act like you just discovered plutonium (Trump and Buffett)! That none can see but you...we are all blind and in the wilderness! Back to your bunker! Cheers!
  8. The funny thing is Blake, you are telling people who have been listening to Buffett for far longer than you...who have actually met or known Buffett...that they aren't listening to Buffett or have no idea about the risks in the economy. Do you see how moronic that is? Buffett also said that if he was managing a million dollars or less, he would be fully invested in the markets all of the time and could get 50% annualized returns. But you are playing macro games. Again, the irony is that you really don't know what Buffett is talking about or doing. Very few actually do. I am the furthest thing from MAGA...I've also never been a Nazi...I'm also not a psychopath. But if you were fighting in the Second World War, you would want to know what your enemy was thinking. If you were a detective, you would want to know what the psychopath might be thinking. And if you are a Democrat/Liberal, you would want to know what a MAGA acolyte is thinking and why. In life, you should stand for things...but absolutism is not a rational stance. If the facts change, change your position...don't adhere to something solely because you are adamant you are right and everyone else is wrong. I've found the best investors, and generally the most rational human beings, are the ones that are intellectually honest with what they know and don't know. And most don't waste their time arguing with people who cannot see that! Cheers!
  9. I think shareholders at many successful companies get spoiled by great annual results for a period, and feel a sense of deflation when things aren't still going up double digits every year. The irony with Fairfax is that they are still growing at terrific annual results, but because the stock price has stagnated slightly in the last 8-12 months, the sense of deflation has come swiftly! Even long-term investors are vulnerable to that emotion...no matter how long they've held and what they've been through in the past. It's like eating just the right amount of your favorite food and instead of being satiated the next day, you feel let down that the feeling didn't linger longer. I've seen every shape of shareholder do this and go through this, including with Fairfax. It's just funny to see it happen so quickly after 5 years of massive growth and returns...that are still continuing...but in book value, rather than stock price! Cheers!
  10. Watch it Cubs! His post deserves your scorn, but the "little shit" stuff can go. Blake, you're not posting on investing, and you are telling people how stupid they are, what exactly is your point of being on here? The only person who posts less about investing is Doo...but we know that already and he posts shit without specifically insulting any one person. Please keep the political posts on an issue rather than aimed at any one person. Cheers!
  11. Once again, Jon Stewart lays out how Cubs was so right and Trump and Vance did not fuck up negotiations with Iran after blowing the hell out of them. Art of the Deal, baby...Art of the Deal! Cheers!
  12. He is gone. Cheers!
  13. 100%! Ourkid8...you purposely like the author of that post, said "genocide" instead of "ruins". Why is that? Cheers!
  14. Netjets doesn't fly to small towns in BC. Also I would feel ridiculous flying on a Citation jet or slightly smaller all by myself every month or other month...even with a couple of other people it seems like such a waste of resources...money and jet fuel! That's a lot of other luxury trips I could take around the world flying in business class! Plus I'm not at Eff You Money yet...I'm at I Don't Need Your Dumb Ass, So Don't Waste My Time Money! Cheers!
  15. About what you would expect from a Trump friend and donor...literally looks like the profile pick for any Trump "organization"/mafia associate! No bid friend/donor who destroyed the reflecting pool! Cheers! https://www.yahoo.com/news/politics/articles/company-owned-by-trump-donor-won-17-million-no-bid-reflecting-pool-contract-000248757.html
  16. Dealraker, I think you missed the Art of the Deal here...Trump is luring Iran into negotiations with honey...everyone knows Iranian's love honey, especially in their baklava-like desserts! You beat them over the head with missiles, then give them everything they want plus some honey (especially Mamuka), and then WHAMO...you get them to sign over all of their nuclear material! Works every time. Cheers!
  17. Just like his other construction projects: https://www.yahoo.com/news/politics/articles/the-paint-is-already-peeling-in-trumps-renovated-washington-reflecting-pool-205842336.html The Iranian Regime should make sure Trump and his company aren't the contractor for the Iranian $300B reparation rebuild! Cheers!
  18. Will do that next time I'm in Brussels. Was there last October, but didn't have time to go further north. Cheers!
  19. Nah, cut off the shipping of beluga caviar and vodka...the world would crater tomorrow and give Putin $300B plus Melania! Cheers!
  20. Hmmm, Canada handled it pretty well considering they broke one of the key player's leg! Qatar got off lucky considering the mood of the crowd could have gotten rotten after that. Cheers!
  21. That's the most likely and rational solution. Cheers!
  22. No, but I would keep guns in the cabin. My dream as a little kid was to be like the Cartwrights from Bonanza! Huge stone fireplace, horses, a big spread, etc...even a live-in cook named Hop Sing! Cheers!
  23. No, I couldn't afford like a Citation. Really nice twin prop...yup. But then I have to learn to fly...that would be scary! The other option, which I'm leaning to, is to just go live somewhere different for a few months out of each year...get it out of my system. On a nice cabin on a huge piece of land...just a nearby town with necessities and medical...etc. Cheers!
  24. Everybody benefits and can enjoy what you propose. In Mayweather's case, only he and his posse enjoy. Very different desires and very different outcomes. I've also dreamt of owning a nice big piece of land (100-1000 acres)...unfortunately, the stuff I can afford is a good 5 hours from Vancouver. I wouldn't get to use it as often as I would like. I'm sure I could move to other parts of Canada and buy within an hour from a city...but then I don't get to live in or near Vancouver. Cheers!
  25. Some other facts: - Iran is bankrupt...essentially has been for over a decade - Iran's military is destroyed, but not their drones and soldiers - IRGC leadership, only half dead - Iran has no friends in the Gulf, except the United States - Finally, the US Military can do anything they wish to Iran for the next several years...but they won't because they need the SOH open When one understands that - Iran should be delighted. Especially with $25B of sanctioned assets returned and $300B in reparation funds! Art of the Deal! Art of the Deal! The best negotiator since Chief Seyseys who sold Manhattan to Peter Minuit for about $24. Cheers!
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