Paarslaars

Maybe a very small % of the bulls actually understand the technology. Most people are just jumping on the hype... recently had a friend (kind of a stoner, never invested in his life, does some football gambling) tell me he's concidering going into bitcoin as it seems like a guaranteed investment. ;D

Have been slowly adding to my oil positions last weeks. OBE is now my second largest position (first BRK) with the drop in FELP. I'm starting to get very concentrated in one industry for the first time, getting a bit nervous. :-\

Added to FFH and some of my oil positions over the past weeks. Fully invested as well without a large line of credit :P I'm hoping we reach high oil prices before a correction.

That's what all the fish recreational players say and do ;). Constantly trying big bluffs and big calls chasing that epic moment of being right, quickly forgetting all the times it didn't work. My homegames are always recreational... wouldn't want it any other way. ;)

Substantial discount on Pan Orient if you buy the less liquid listing in Frankfurt PNO (0.85€ vs 1.45CAD).

Well for casino games I understand. My homegames are usually 4-6 people max (it does get boring otherwise) so we are able to play pretty loose. The thing is I know these guys very well and they know me, which makes it a lot more interesting to play even the weak hands. I remember calling out of position (BB) against a small raise on the button with 39o. Terrible move online but if you know the people you are playing, it creates options... I hit the 9 on the flop as TPWK, turn & river were Q & K and I got raised on everytime (all-in on river). In a real game you fold every chance possible but the guy was one of my best friends, he knew I was weak... and I knew he knew that. Something inside me just screamed like he was pushing me off the pot so I made the call, he had Ace high. 8) Now I am not stating this was a good poker play but it was just so much fun and memorable (we still talk about it, happened 7 years ago) that I don't mind loosing some money on playing too loose just to have these kind of moments. :) In the end that is what these games are all about for me, fun with friends.

Used to grind SnG's online for some extra cash during my college years, though for me this was not a thinking game. I did this mostly on auto pilot, multi tabling 6-10 games and watching TV. It was never going to make me rich but netting +/- 15€/h while watching tv was a nice way to make a couple of k's for parties, consoles and traveling. Then some asshole wrote a book about how to play SnG's and everyone started doing it my way, causing my RoI to drop. Never play online anymore, still enjoy the occasional cash game with friends though the group has shrunk down to only the few that can handle a loss. :) Maybe you want to play something other than AK or better? ;)

In that case: - DEST: - 80% - FELP: - 40% - PWE (OBE): - 50% - BTE: -50% Have not been having a good year, my best performers were NVTR and CDU, though they barely make a dent in the losses. To think I almost bought crypto's in the beginning of the year. :-\

Would have been a great call 6 months ago... ;)

The question is, what are solar ETF's investing in? Companies that will use solar cells or those that make them? Currently solar is dirt cheap because of the Chinese that have a huge stock of PV's they are dumping well below cost price. I believe the current production cost is 0.40-0.45$/W while the Chinese are dumping at 0.20-0.22$/W. This is already putting some competitors out of business (like SolarWorks).

I wonder what this poll would have given in 2007...

Indeed, Buffet has also made it clear he will not use buy-backs as a price floor in a weak market.

I was taking a 35% position :)

Depending on the country.. here investment income is only taxed for dividends, not realized gains.

Damnd thought it was post-tax. Toward about 60k post-tax, which should be a little over 100k pre-tax. well above average in my country, that would make me one of the poorest people here. :) Putting that into perspective, here are the things I don't have to pay for (or only very little) in Belgium: Car, gasoline, internet, cell-phone bill, health insurance, education, medical bills... All either paid for by goverment or employer.

I see, I've been curious about the MJ industry for a while. The industry will do well in the future for sure but it is hard to pick out the company that will end up the big winner. On topic: opened an investment account for my new born, bought some BRK for her. Will add the same amount to BRK every year until she moves out. I'm going to be so pissed if her account ends up beating mine though ^^

What do you like about Aurora vs other cannabis companies?

Agreed, LEO only really offers an advantage in latency and that is not something the market is asking for. The market revolves more about capacity, which is much cheaper for GEO than LEO. Note that in contrary to GEO satellites, LEO's lose a big part of their usefulness when they go over the poles.

Anyone have an idea what Damodaran's returns have been? I find him to be a good professor when I watch his courses but I'm wondering if he also walks the walk.

My guess would be, with the market at such heights, most people estimate they can pick up these quality stocks cheaper in the upcoming years. These are good stocks for people investing OPM in a low/medium risk fund or are living off their investments and cannot handle a lot of risk. But like flesh said, as a value investor you want a substantial discount and I don't think these stocks are offering that at the moment. I've held most on that list, currently only have BRK left. Ontopic: sold KONA and added some extra DEST on Friday. Have been adding PWE on occasions when it dropped below 1.5$, currently my third largest position.

#11 GDP per capita. So you are implying there are 10 more desirable places to be? I looked up those countries: Hong Kong, Litchenstein, Macau, Manaco?? These are not countries, they are small towns. The largest countries I found are Norway and Switzerland...... those two are the only real countries in my book. To be only beaten by Norway and Switzerland is pretty impressive, no? If it's small it's not relevant? How American of you :) I'm sure the Irish are glad to hear they are not a real country. There is a reason why I added per land area as well. If you have a large sparsely populated area, their income potential (farm land) is higher than a small densely populated area. This should be taken into account. Overal I would not ignore the small countries, I would ignore the ones with a lot of oil as a natural resource (which includes Norway). Then have a look at both GDP per capita and GDP per land area, maybe combining both.

Well who knows, with global warming Canada might become the new Florida :) I do believe social security is a much stronger reason for immigration than the weather. Why else would most Syrian immigrants insist on traveling from Greece to Germany and Britain? Immigration to the U.S. is also not that easy these days unless you win that green card lottery (small chance) or find a U.S. employer (doable but getting more difficult, especially without a nice diploma).

The human condition. Almost all humans look at themselves in the mirror each morning and think "I look good" yet that's not what everyone else thinks.. this is culture agnostic I think that is more of a male condition than a human condition :)

Wouldn't this indicate that the health of the citizenry is tied to productivity? (provided the spend is effective...) Well you would have to do an actual analysis on the correlation/causation here but I'm sure there are pro's and cons to this. Do note that in order to pay for that healthcare, most countries have a higher tax rate. ;)

Is America that rich? You're #11 based on GDP per capita. You're #66 based on GDP per land area. The U.S. is just a big country Quite a few countries that rank higher spend way more on healthcare.