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villainx

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  1. BlackBerry released streaming somewhere?
  2. This seems like a sensible way to add or exit/trim. I don't know, between work and just following the companies I own or want to own, it's a little bit more work. At the same time, I've been telling myself to get more comfortable with the strategy and actually try it.
  3. so maybe more dividends in taxable account, and run the option strategies in tax advantaged?
  4. Reading this is kinda tells me I've been either doing this investing thing really badly or just straight out wrong.
  5. Have some sympathy for folks that aren't aware of this forum and might ... be swayed by him?
  6. If this is true, it's scary foresight. Scary in a good way.
  7. On a personal note, I really feel like I'm living in a dream/simulation reality. It's like, there are these supposedly great compounders out there, constellation software, waste management, transdigm, costco, etc., and then I listen to a podcast, and what the heck, there's another great compounder that isn't some new flash in the pan company, but - like Cintas - has actually been around for decades and decades. Always something new or new to learn.
  8. How has Cintas have such an outstanding absolute and relative to peer track record? Just heard about Cintas on Liberty's recent podcast and had to check out the company. edit: a bit of it is - quality driven? -multiple expansion.
  9. What would you say is big? Or how much down?
  10. Here are some off beat spots/experiences, that we went with family. I won't say it's deep, local knowledge, but I think more geared towards how locals would locally sightsee. Fukagawa Edo Museum, combined with Fukagawajuku Main Branch clam lunch next door Tokyo Metropolitan Government Building free observatory with lunch at their 32nd Floor Staff Cafeteria teamlabs Planets, not off beat but crowd pleaser and probably already on your list Kyoto Railway Museum, I thought it was great but not as much of a hit with my 10 year old. Kyo-Tofu Fujino at 11th floor of JR Kyoto Isetan, tofu focus but one of best meals during last trip animate Ikebukuro main store, since you mentioned anime
  11. @rogermunibond shared this on the Nintendo thread. Some folks that might not look there will appreciate this story here.
  12. Oh right. That definitely has some influence.
  13. I hate/love to go there, but for this, I just wonder what was going on in their family dynamics - as well, what stuff was going behind the scenes in a seemingly peaceful and efficient business environment.
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