Castanza

Thanks for the insider insights on this. Been reading about the industry off and on the past few months. What foreign markets do you see as potentially most lucrative?

FRFHF

That SeriousEats article It says searing steaks doesn't actually hold in juice, also says you can cut right into them without letting them rest....Hell even the test kitchen did a cooked from frozen steak and it had less gray banding than one at fridge temp. But the reality is, you don't see any chefs not searing theirs steaks and you definitely don't see them cooking steaks from frozen.....idk about that haha I consider fully thawed and in the fridge to be basically "room temp" from a food safety standpoint. Usually I get it out of the fridge and let it sit about 20min which brings the temp down maybe a handful of degrees. It is an interesting discussion though and you can certainly find articles justifying either or! Different strokes for different folks! I'd rather copy Bourdain, Weissman, Ramsay or Alton than AmericasTestKitchen though.... https://www.youtube.com/watch?v=AmC9SmCBUj4 https://www.youtube.com/watch?v=SdHE2zgSaxU https://www.youtube.com/watch?v=t4aI_O8kcN8

What kind of mileage are you putting out in a week? I've been trying to shift my running focus to longer clips the past two months from 3-5 to 7-9. Most of my workouts are on trails though.

Do you prefer your carcinogens in liquid or solid form

One of the biggest things people do wrong with any meat (steak, ribs, brisket etc.) is not letting them come to room temp before cooking. You can make solid ribs in your oven in about 2 hours. I do this all winter long if it's crappy outside and don't want to deal with the grill. Baby Back Ribs - Pre-heat oven 350 - Dab ribs dry with paper towels - Lightly rub with honey, mustard, or olive oil - Dry rub seasoning - Put on cookie sheet lined with foil and bake for 1:45-2hrs pending rack size - Pull ribs out and up the temp to 450 - Move ribs to a fresh cookie sheet with new foil - Sauce the ribs - 5-10min - Broil 2-3 Less time is better and minimal sauce is better for oven ribs. Not a true sub for a smoker, but sometimes good enough is better.

+1 and a really good electric induction plate with digital temp can really up your cooking skill. Duxtop makes a really solid one for about $100

Tough to toe that line imo. I try to segregate between long-term investments and more speculative ones. Typically for me the distinction comes down to track record, market position, market cap, outlook, acquisition target worthy, special situation, etc. O&G is just one of those sectors I choose to keep a loose grip on.

Held it in my Roth so it was easier to sell for sure. More so just a trade on oil prices and wanted to allocate more to Fairfax. If we get back below $20 again I’ll take a look again. I still like the company. Mgmt was buying around $16 so that number is in the back of my mind.

Sold remaining VTS, Trimmed CASH 1/3

Doubled my FRFHF position

“Deep dive” but think Blackrock will control BTC. It’s amazing how little some of these talking heads know about BTC.

MANU on the block

Sentiment has been a wild factor since Covid. Certainly a traders sandbox out there

Anyone look at Lucid Group? Financials don't look great....quite a bit of debt (plus dilution), but the vehicle is pretty sweet. Out competes the Tesla Plaid in pretty much every category. Saudi backed enterprise (3b so far with a new plant coming online end of 23 early 24). Financials could make a turn for the better once that opens up. This is their baby and they seem to really want to make a mark in this segment. Saudi's sure have been making moves as of late! More competition the better for consumer end pricing. What will Elon do if Tesla is no longer the top dog in terms of performance and luxury? Seems like that day is coming soon to a dealership near you. https://youtu.be/EyDpQpcPpuc

In the same boat, depressing isn’t it?

LOL no you're right, my dumbass was thinking atm is itm...Don't trade options at while the gym Gonna list them and see if I can collect my 6 cents lmao

Yeah but the stock is trading at 92 and change this morning. Picked up some calls at 95 strike at .31 this morning figuring if the deal closes they will be itm and I'll get a cash out on the merger per OCC adjustment or if we get a decent bump today I'll sell before eod. Depends on volume too (which is why it's beer money).

July 21st expiry 95 strike calls.....very small amount (beer money). Figure with the 18th deadline tomorrow why not?

Picked up some ATVI and some weeklies $95s for shits and giggles

Fairfax

Trimmed MANU 50%.....figured a 30% gain is good enough to take some off the table. Looks like the Saudi's are pursuing other teams as well. Who knows if that could spiral into this deal falling through or souring the view of the Glazers on giving the Saudi's the reigns.

What made you want to sell? I'm waiting on that buyback report come next earnings call.

Trimmed another 25% today....we'll see what happens

Trimmed about half my position in VTS this morning