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Paarslaars

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Everything posted by Paarslaars

  1. Same, I have a substantial FFH position as well plus I expect to sell my UBS calls after earnings so I don't mind my favorite stocks to get a bit cheaper.
  2. Are you perhaps getting up too quickly? How long do you let her cry before getting up? I ask because I remember our youngest often waking up slightly and rolling/crying but there was a 50/50 chance that if I did not get up she would go back to sleep within 10min. We always had the kids sleep on a different floor starting around the time they were 2-3months old.
  3. Do you know why the kid is waking up at night? My youngest started sleeping through the night perfectly at 3 months old (yes we're lucky). However, at around 9-12 months she started waking up at night again... almost every night. It turned out that she was well fed with bottles but as soon as we started giving real food, she ate less and always woke up at night because of hunger. We started insisting a bit more that she ate full portions and since then she's not waking up at night anymore. We never co-slept with our kids though, because it's so hard to get rid of it when they are used to it.
  4. Come on you must be joking... No one watches the women's cup.
  5. Not sure about that one. Many boomers will be transferring part of their wealth to their kids who in turn will be looking for the returns of stocks.
  6. Should be better ways to play this than based on commodities no? The first application is likely to be something less sexy and more practical. Cables for instance, a way to play this could be ATKR?
  7. Thanks! I'm an engineer so I enjoy the more technical stuff.
  8. I have been getting more interested in this topic, started with the Softwar book recommended but is there also a more general introductory book you guys could recommend? The Bitcoin standard? I want to do more research before I decide to make this a part of my portfolio.
  9. How do you mean? Stock was trading at <5$ before the deal, how are you not losing much if you lose? Or is the deal guaranteed and only the price still open dependent on results?
  10. Would never be able to sell that last one to my wife.
  11. Wasn't it a one-time payment? I remember a one time 25$ payment like 10 years ago, can't recall any recurring payments. In any case the credit card I used back then no longer exists so I'm not getting charged for sure.
  12. Completely sold out of SIMO. Also reduced some of my BRK, still >20% position. Now at 10% cash.
  13. You mean buy at a lower P/B, not a lower share price?
  14. If you're smoking, they'll always be there.
  15. Pellet smokers not worth the extra bucks? Seem to have the same convenience as electric smokers, no clue on quality though.
  16. Yeah I understood that from reading about Chat GPT, basically they take existing data on the internet and apply a transformative model on it in order to get the output. It has limitations as the model is entirely dependent on the input data, which can be false and also can be flooded by AI generated data. This in time can make models wildly unreliable. I will look more into generative AI, see what answers people are coming up with.
  17. More related to how society values women and men based on different qualifies. Much more appearancd based for women and that happens to be the one most affected by time.
  18. Congratz on making that transition though! Hoping to do the same in 10 years from now.
  19. SIMO/MXL anyone? Well explained in the thread: Seems like a win-win unless a sudden drop in earnings is expected.
  20. Reduced my BRK position (from 36% to 30%).
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