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lnofeisone

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lnofeisone last won the day on May 1 2023

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  1. Thanks for this. I think they are reasonably good with the roll ups and you are right. The spring keeps tightening. Just needs some patience.
  2. Got it. Thanks. I'm looking to double this one to roughly 5% range. I think the challenges will work themselves out and we'll be heading back to the 20+ range.
  3. are you bailing on HQI or rightsizing?
  4. New settlement hot of the press. Sellers no longer have to pay the buyer's agent fee. I know most here would agree that transaction costs in RE are due for a change but I'm thinking through the winners (FSBO, Redfin? for sure) and the losers (Compass) and neutral (Zillow?).
  5. No surprise indeed. Lots of capital got burned up because of these studies. It what makes the market.
  6. I like JCI and I've held for AOS (full position) and LII (starter position). AOS can get volatile but the business is steady.
  7. From what I see, there is now a trend to tap into AWS/GCP to accelerate the journey to LLM and other analytics. Lots of orgs have proprietary data but have no clue how to get it to LLM. As far as the moat for Google/Msft/Aws, I'd argue the moat now got bigger. There are only few start ups that are really thriving here. Anthropic is one. Perplexity is another. Many fold shop before they get to market. The cost to train these models is north of $1M per run. There are a lot of great ideas but few companies with funding to try them so AWS/GCP/Azure have plenty to pick from and fund if they so desire.
  8. I remember when the original Shogun (1980s make?) made its way to Uzbekistan in mid-90s. All of my friends and I were glued to the TV for every episode. It will be the same way for this series as well. The production quality here is very high. I didn't realize it was based on a novel so will get it on Kindle.
  9. 1) Go to Wendy's and order 100 of these sandwiches, driving up futures 2) Trigger the algorithm 3) Start selling to people behind you in line for less than the current spot price 4) Orders will be delivered by Wendy's Someone with extra $1k and a sense of humor should totally do this.
  10. I'm also a fan of perlexity. Tried few things that are "hard" and got very impressive answers that saved at least 2-3 weeks of work.
  11. some power generators should be all over this.
  12. I think what you are buying today is an average-priced enterprise with 3 embedded potential catalysts: 1) IFS, 2) Mobile Eye, and 3) Network and Edge group. Getting one of these right will be transformational. Throw in Gov't loan/grant/support and I think the odds are heavily tilted in INTC's favor.
  13. This is what I was curious about too. OZ hinges around investment and holding for deferral purposes. So how would that work if one buys OZ and then sells OZ. Is that the same as selling holdings in OZ triggering tax events? What if OZ itself sells something, does that mean a tax event triggered?
  14. Can you share more please, especially around the tax structure (I always love clunky tax structures)?
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