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villainx

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Everything posted by villainx

  1. Upthread @gfp speculated that CSB would be merged into IDBI. Emirates NBD has edge in simplicity? Or that wouldn't be prioritize as much?
  2. I assume there's no US equivalent to this?
  3. muddy waters back at it?
  4. Thanks, don’t have to look out for it.
  5. Or angel and venture investing in operating level? I would think some of companies could look into that smartly.
  6. I can only assume it's business meals. It's "rare" that a restaurant steak is as decent as a home made one. But the rest of the stuff that goes on with an expensive social meal could make up for it.
  7. Now you made it personal! I readily admit that was me, uninformed and just following whoever had a good base of cheerleading. I exited at that time though.
  8. I don't have the memory you guys have, but love your long term - and I assume cordial - arguments!
  9. Your list reminds me that I really have to get moving on looking into the insurance brokers and TPL.
  10. As a test, only Perplexity included Stonehouse, Gemini and Chatgpt only had Li Lu.
  11. This is normal?
  12. Definitely some of this vibe. Maybe be more careful with the f'ups, so that when you are older and smarter, there's more available capital. Ha.
  13. I'm sure you mean this in a different way, but I'm fairly competitive, so I like to have a target to go after.
  14. I was in and out and I would say I likely did worse. I was younger and stupider then so there's that. I was close but wasn't ready to be a better investor then.
  15. I don't know other than it's fairly common to see managers have a tracker type position. A resident expert here might have better answer.
  16. I saw there was a yahoo clickbait article about Prem and KKR. $3 million position and it's suppose to have a deep mean?
  17. What grade levels? Have two in MS and one pre-k. I don't understand how NYC aren't much better than they are. But my schooling was not great either.
  18. @Dinar and @Dalal.Holdings, you two are bring me down.
  19. @Charlie I'm certainly looking forward to hearing about your plans!
  20. If you are into all inclusive then yes, Caribbean might be better option. If you want to stay near beach and have options and variety, FL is better (or other southern beach towns). You can do Panhandles and look into JOE land, as well as visit New Orleans? You can do Fort Lauderdale/Miami and add days in Keys, you can do Tampa/Clearwater area too. I guess I like some variety and optionality when I travel. California is wonderful in same way. I suggest San Diego/LA mix for warmer beach environment. If I'm at a resort, I feel it gets monotonous after a few days and want local or ethnic flavors. But then again, can definitely find resorts that have a good kids club and even ones that cover dinner time for the boys, so you can enjoy some grown up meals.
  21. 7 years old you can find a week or day camp in either places to stick your kids there. Can be activity based, surfing/golfing/football/beach camp, and you get some free time. Then pick them up, go to beach and watch sunset and have dinner.
  22. Hattip to @dwy000. Sharp drop in international travelers coming to USA is going to persists? Where can flight or travel bargains be found?
  23. I was thinking about the hedges that stalled Fairfax, was Prem right but just the wrong term? If the hedges were on, would effect be dramatic?
  24. Is there a rationale for delisting other than punitive retaliation?
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