Castanza

What ever happened to flatten the curve? I guess it was just an infinite limit asymptote.

You know, I've never tried that. I'm sure my wife would kill me if I had a stew pot boiling fresh deer bones in the kitchen for hours on end. If I end up butchering my own deer this year I'll give it a try, perhaps outside. If I get sick I'm blaming you ;D

Cardio is super helpful for me for de-stressing improving sleep. You should try hitting a heavy bag. Great stress relief and a good workout. Easy enough to find one for $50 on Facebook marketplace. Brain dumps also work well for me if I'm feeling overwhelmed. It's a simple trick but writing down everything that is on your mind, work and non-work related sort of "cleans up the hard drive". At least that's my perspective on it. Helps me stay organized and focus in on objectives with prioritization. Does hunting help as well? For the brain dump, I just grab a scratch pad and write down anything on my mind in bullet points. Not just the honey do list either. Any random thoughts you have, conversation reflections, etc. I guess you could use whatever format you want though. Hunting and simply getting out in nature (at least for me) is always the best stress relief. Humans add stress, it’s nice to escape all that for a bit. I enjoy hunting, but it’s certainly not for everyone. Although, I do know quite a few guys who hunt but never seem to get anything. For them we’ll just call it “hunting” as they most likely just fall asleep in their stand. Edit: my final bit of advice would be the Tomato timer app. I’ve been using it the past few months in my afternoons. Staying well hydrated is also a big thing.

Cardio is super helpful for me for de-stressing improving sleep. You should try hitting a heavy bag. Great stress relief and a good workout. Easy enough to find one for $50 on Facebook marketplace. Brain dumps also work well for me if I'm feeling overwhelmed. It's a simple trick but writing down everything that is on your mind, work and non-work related sort of "cleans up the hard drive". At least that's my perspective on it. Helps me stay organized and focus in on objectives with prioritization.

CMCSA wish I got in sooner, but it's still cheap

Didn't Ted Kaczynski pretty much predict all of this? Whenever someone with a high IQ does something completely insane to point something out I think it's worth paying attention to. Even if it's handled in the complete wrong way. Has anyone ever looked at getting one of these? https://huckberry.com/store/light/category/p/62691-light-phone-ii-distraction-free-cell-phone?htm_adsource=search&htm_admedium=googlep&htm_adcampaign=search-dsa-acquisition&htm_adcontent=acquisition&gclid=CjwKCAjwiOv7BRBREiwAXHbv3FLER4L71Qf04ZiKN0ftQI8OPFcSpnCOyY2YFr9yPcIWGnyrnZDAvxoCIFEQAvD_BwE

Picked up some Feb 21 40 strike puts on DKNG. Pretty speculative and not exactly cheap but with all these Covid cases popping up in the NFL I can’t help but guess the season will be coming to an end sooner than we think.

What makes you like GOOG at these prices?

ATCO

When elevators came to buildings, desirability of high rises went up. Because of human need for in-person connection with other human beings and human need for in-person specialized services, I wonder if resolving issues resulting from density will unlock more desire for density. When fully autonomous cars come to cities, I wonder if it would be similar to elevators coming to buildings? Is the leap from a human driven car to an autonomous vehicle really the same as stairs to elevators? Seems apples to oranges. In fact I would wager that an entire city of autonomous vehicles would be extremely frustrating as a rider. It will be as if everyone decided to have their 80 year old grandparents drive them around. Could you expand on autonomous vehicles causing a greater desire to live in a city specifically? Personally I think autonomous vehicles would cause more urban sprawl as commuting distances would be less of a chore? If they get good enough you could argue speed limits could go up another 10-15 miles per hour. I could sit in my car, eat breakfast, check emails, or take a nap on my way to the office. Living 1-2 hours from work wouldn’t be an issue.

Nibbled some more RTX and PCYO

CRSR starter Recent IPO, looks interesting at these levels. Basically 1x sales, decent free cash flow, margins are meh, but growth seems to be there. https://ir.corsair.com/

I had the same thought. I realize PCYO is concentrated in one area and the big homebuilders are much more geographically diverse, but it's strange that PCYO hasn't really budged. PCYO lost all the high margin $ from the Oil and Gas industry ( both royalty and fracking water ). That’s not a problem a home builder has. The majority of rev doesn't come from O&G supply but I agree they are handicapped (in this segment) near term due to oil and gas production. Guidance for revenue and profitability is still there despite the lull in that segment.

Small adds to RTX, PCYO, PPL

https://twitter.com/michaeljburry/status/1308511573271478273?s=21

BRK.B - slowly exiting over the past week. Reduced positions another 15% Closed my remaining GOOG calls to free up more cash Sitting about 70% cash now

I get the thesis with sports teams in general...they are trophy assets that keep going up in value because billionaires don't have anything better to do with their fortunes. Most of these teams don't generate much in the way of cash flow (probably except NFL due to non-guaranteed nature of contracts), so it's kind of like owning gold where you hope that there's a bigger fool who wants the team for glamour. There may be a more fundamental angle to this, but I guess I prefer assets that cash flow or have a reasonable expectation of cash flowing. In the case of MLB specifically , you're owning part of a sport that has an aging fan base and while I wouldn't bet anything on this, the long-term bear case would be that some of these sports become way less relevant and are displaced by alternatives (gaming/esports, soccer). To put it plainly...it looks cheap. Baseball may be declining but I’m not too worried about that in the near term (5 yrs). I think the game will change and evolve and people will eventually come back to it. Plus there is the whole tax haven for some billionaire angle to owning a sports team https://www.yourfinancialwizard.com/taxation-professional-sports-teams-team-owners/ It’s not a huge position for me currently, but I’ll probably continue to add over the next year if it stays depressed. I’m a bit of a sucker for simple thesis.

There is no strong evidence when predicting the future of COVID. We have mixed evidence: a virus with some flu-like characteristics (which may gain viral strength during traditional flu season) ; a "second-wave" which hit the US in June-Aug ; a lack of a "second wave" in most of Europe ; vaccine progress which to date seems mixed (historically vaccines require aprox 18 months to develop, if at all possible) When presented with conflicting evidence, usually the responsible decision is to "play it safe". At least that is my perspective, yours may differ. “Playing it safe” should be reserved for situations where the outcome is more binary. A we’ve seen so far, lockdowns affect far more than just the spread of the virus. I mean, wasn’t the objective to “flatten the curve” as to not overwhelm hospital systems?

Does anyone have an reasons not to use Robinhood besides... - it's limited on markets and some equities - it has crashed multiple times this past year - options detail and charts aren't good Besides that, if you're not holding any precarious positions that could screw you in the event of a crash then why not?

Picked up this book about a month ago on a friends recommendation. Had no idea it was written by Oddballstocks. So far I'm about half way through. Very well written and a great primer on a subject I knew little about. kudos to you Oddballstocks

BATRK

Yeah, maybe they can make it shaped like a little gold star and require people to wear it on their person visible for all.... ::)

This is also a lie. I thought the protests WOULD result in spread. I haven't seen any evidence that they ACTUALLY HAVE though. There is a very good reason why 30M people protesting might not impact overall spread of Covid. You are a smart guy, I'm sure you will figure it out. I needed someone smarter to explain it to me. Hint: there are more than 30 million people in the world. You’re a smart guy too. If 6k people in an arena for one night result in covid spread. Then it should be logical to think that 30m people crossing state lines and protesting with and without masks for months would result in increased spread. You know why there are no studies on it? Because it would be political suicide to come out against it.

Please keep BLM on the political threads. This lie would take about 3 seconds to debunk, but I don't want to clutter this thread. Right....you must have missed the part where their leader said they were trained marxists right? And they justified the looting saying people should go take their reparations. This response is quite comical coming from the guy who called out the Trump protests for spreading Covid but then had the balls to say 30m people protesting for months had zero impact on Covid spread. Give me a break.... ;D

Trump does not have the nation's interest at heart. Any actions to that end are purely coincidental. If he was truly concerned with preventing national hysteria, he would have made efforts to meet BLM protesters in the middle, rather than stoke that fire. His actions to protect national interests are inconsistent, because that is not his goal. His actions to protect Trump interests are absolutely consistent, because that is his goal. You don’t meet terrorists in the middle. There is zero middle ground when you go around burning, looting, and destroying private property. You don’t get to go around harassing and attacking random white people and then expect some “middle ground” to be met. Sorry LC but that is a terrible take on the current environment. The United States does not negotiate with terrorists. BLM by their own admission is a terrorist organization. Terrorism is defined in the Code of Federal Regulations as “the unlawful use of force and violence against persons or property to intimidate or coerce a government, the civilian population, or any segment thereof, in furtherance of political or social objectives”