Pelagic

Starting a position in PYCO for the second time around.

A bit of a tangent but I remember investing in CLF when it was primarily an iron ore miner, roughly 2014 or so, and having it lumped in with coal companies as it also mined met coal, primarily for its own operations. Every negative headline about coal miners invariably included CLF. The price of iron ore tanking didn't help much either, but man was it tough to see the stock being tossed in with one of the most hated sectors at the time when it didn't really produce any thermal coal, and met coal was a very small portion of its business.

Came across this article and thought of this thread. https://www.eater.com/22618349/pakistani-mangoes-chaunsa-anwar-ratol-buy-usa-whatsapp-shipping-supply-chain A bit of additional info if you're considering ordering mangos this spring/summer. I had a chance to visit Tropical Acres farm (https://www.tropicalacresfarms.com/) a few weeks ago and they're an incredible wealth of mango knowledge, growing over 300 varieties on their property. They claim Alphonso's grow and produce well there due to their proximity to the coast and sandy soil as well as numerous other Indian and Pakistani varieties. They'll ship boxes of mangos to most of the US except California.

MSGE really has some wild volatility for what it is and premiums are surprisingly good. I've sold covered calls against my position opportunistically for the last few months and collected quite a bit of premium.

CLF and MSGE

This is kind of my question regarding fiber. ATT just did a rather impressive show of force in my neighborhood stringing fiber lines with a couple dozen trucks over the course of a week and all their line workers talked up the benefits of fiber when I spoke to them. But is switching from my 400/20 Comcast plan really going to make a difference for me or the average consumer?

For cash secured puts, I'm partial to a shorter duration - 30 days or less, sometimes weeklies even if possible. Basically Boilermaker's strategy posted above that he does with BRK.

CLF. I've been selling puts on it for a while but only had a small share position, added to that on today's weakness.

I did a bit of research last night after reading the Vice article you linked. There are several Indian varieties that are commonly grown here in FL, Carrie and Julie being the two most common. If that's the flavor you're looking for see if you can find them - both are great mangos. I'm partial to mangos with citrus notes and a bit more tartness than is commonly found in Indian or Thai varieties but there's a mango for everyone.

Roughly 30% of people experience a reaction in some form to the skin and sap of mangos, they're in the same family as poison ivy (and cashews). For most people the flesh itself is fine but if your lips touch the resinous compounds in the skin they can cause irritation - perhaps the dunking in water practice comes from washing the sap that drips down after harvesting off.

This is a topic I know quite a bit about, I have roughly 15 mango varieties growing on my property here in S. FL and am always looking to add to the collection. Alphonsos are very good, I had two trees, but they are very poor producers in the US and one eventually succumbed to anthracnose. The other tree is still going strong but I don't expect much from it and will likely graft on to it with some of my other varieties. I'd recommend trying some of the US grown varieties, they are excellent and cover a wide range of flavor profiles. I know a lot of South Florida growers will ship boxes of their available varieties so any time from March to October you can try some of our great offerings. Here's one grower that I know does it, they have a ton of YouTube content on different varieties and their flavor too: https://www.themangoplace.com/ and also https://miamifruit.org/ I haven't purchased from either of those growers or any others, I'm usually overloaded with my own and neighbors mangos during the summer months. Some of our top varieties in my opinion to look for; coconut cream, lemon zest, lemon meringue, valencia pride, and sweet tart. Of the commonly available "grocery store" mangos I'm partial to keitt (late season Sept/Oct) and Kent. Valencia Pride will occasionally make an appearance as its a commercially grown variety too. Unfortunately the most common variety is Tommy Atkins which is quite bland and gives American mangos a bad rep on the world stage - trust me we have some amazing varieties down here.

Google operator's work best for searching a forum usually. Type "site:thecobf.com BAC" into your search bar, change the ticker to whichever you're looking for.

Thanks Xerxes, I'll start with the original trilogy and see how they go.

If someone were to start reading the books today for the first time, would you recommend reading the whole series or starting with the original trilogy? The first two episodes were awesome, I've found the production quality of most of Apple's shows to be quite good. I think I've recommended For All Mankind before but another series on Apple TV, Defending Jacob is good too. Starting to watch The Morning Show which has some serious acting talent too.

The problem with looking at a newsletter's returns as I see it is how much of that return to date is attributable to a handful of good picks years ago vs. their ability to continually make good picks for a new investor. Clearly picks like AAPL a decade+ ago have done well but as an investor looking to allocate capital today are you likely to see that same kind of return in today's picks? Newsletters also have their shady side where an author can have multiple newsletters and then cherry pick results to show clients saying our XYZ strategy has performed awesome, when at inception there was little reason to choose their XYZ strategy over any of the other strategies they offered.

What's Buffett's quote about airlines, something about an investor doing everyone a favor by shooting the Wright brothers down due to all the capital lost investing in airlines over the years. Would be interesting to see how a basket short on the companies mentioned in the article performs over the next 3 years vs. SPY. Singling out Joby aviation, they're certainly not the only company working on autonomous electric aircraft, that they're the only(?) "pure play" that's public has lavished a disproportionate amount of capital upon them. If a half dozen other electric aviation startups went public too, and Boeing/Airbus spun out their divisions working on similar projects into companies, would Joby have the same valuation? Probably not - investors are hunting for sector exposure because they think, often correctly, that those sectors will be worth a ton in the next decade. Some companies are in the right place at the right time.

Absolutely absurd. There are tons of gamers that want to buy GPUs but can't because of scalpers/miners, then this is just an extra slap in the face. So many other things you can do with the components. At least auction them off and let the proceeds go to rebuilding the homes.

I was thinking something similar. For example I haven't seen or heard about binary options or had anyone advertising a platform to trade them on since crypto really took off.

Thanks for the link to AMA. For those who want the Reddit style tl;dr this is probably the best post in it as Kyle goes into a pretty good explanation as to what he sees as the range of values for OppFi (Ok that the new forum automatically embedded the post is pretty cool!) I'm a little confused on why the shares outstanding isn't a known quantity? Why is it potentially 80 or 120 million?

How is this relevant? The article is disingenuous in that it fails to even mention the existence of BRK.B shares, something it's hard to imagine the author doesn't know exist because taking the time to get a quote for BRK.A on any trading platform is going to show the ticker BRK.B right below it. Pure laziness on the author's part. BRK.B's equivalence to a Satoshi or any other stock's price is irrelevant. Americans just got $1,400 stimulus checks, enough to buy 5 BRK.Bs at $280 - simplicity.

New site seems good and I appreciate some of the new features. I did however enjoy the color palette of the old site - something minor. In the investment ideas forum I see the pinned thread (Investment Ideas Board) then an ad and below the ad the rest of the threads on that board. However, since the general discussion doesn't have a pinned thread, the thread with the most recent post rises to a single line above the ad. Maybe creating a pinned thread (this particular thread would be a good candidate) as a placeholder for that low visibility above the ad spot would be a good idea and then the rest of the general boards content would be below the ad.

Do they have an MVP? Ballpark US numbers I could probably find a used ICE motorcycle for $2k and add $5k worth of off the shelf battery and motor components to configure some kind of working EV bike. I'd be skeptical of a team that hasn't gotten that far at least, even if their final product ends up differing significantly. Early stage I think you need to look at the team and their experience in the field, and what they've done on their own so far. Is this a group that's been building EV motorcycles in their garage for years and now wants $ to expand or are they businesspeople who see an opportunity and want to set up a factory with little specific industry experience?

I Care A Lot on Netflix. If you have elderly relatives in nursing homes or assisted living facilities it will really hit home. But otherwise a fairly entertaining movie with an interesting premise.

This. Something like site:https://www.cornerofberkshireandfairfax.ca/ and then the keywords you're looking for is probably going to be your easiest approach. I already tried with the keywords you gave in the first post and didn't find much but you probably remember more info. Maybe the source of the article you're thinking of would help.

Are we sure that folks on reddit aren't just... lying? I mean, it's the internet. People lie on the internet. Sure there's lots of lying and inflated success and the occasional faked account screenshots but survivorship bias really does play a factor. If you followed WSB before this year when it was less mainstream, there were just as many (probably more) cases of people blowing up their accounts and losing tens or hundreds of thousands of dollars as there were instantaneous success stories. The culture there has selected for a YOLO mentality and anything that's not "gains porn" isn't worth posting. Read some of the GME threads on there and the masses have trouble understanding the guys who've bought in with big positions in shares rather than just putting it all in options. If you look back a couple years there was some decent analysis. WSB has been cultishly bullish on AMD for years and buying in at just about any point would have yielded a good return. You also have to factor in the one-upsmanship attitude there, at this point a lot are playing with house money so YOLO'ing it on an options play for cred makes sense in a world where WSB cred + more money > potential loss. I think of this scene a lot while reading WSBs