Cod Liver Oil
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Posts
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Cod Liver Oil's Achievements
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Is MSFT a SaaS company? It is trading like one.
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Management seems savantish when it comes to IP development but retarded regarding basic capitalist behavior.
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Bought some PDD at 80. It’s loathed but the b/s looks like a loaded gun. And more Nintendo. The park in Orlando is doing well and expanding soon. $15bn cash plus Pokemon plus Mario is a thing of beauty even though management is on the spectrum.
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@gfp does Coupang make you throw up a little bit in the back of your throat?
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@Paarslaars Sometimes the more instinctive analysis on short term stuff is better than the grinding granular hyper rational analysis we do when we make large commitments.
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UMG
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Shorting is a tragic endeavor.
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Long Nintendo is probably short semis.
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@Spekulatius you are right but I can't stand the perversity of the Prosus set up with them selling a GOAT and creating a massive overhang, in order to build a shitty venture fund, create jobs for themselves and argue "Math." Simplicity, even with the risk of circumcision, is better than a janky Rube Goldberg sex doll. I know you, @Luke and @MMM20 legitimately disagree. TME is also cheap.
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In a few accounts, I am creating an ETF of the greatest companies in the world so I am adding to Tencent even though they can circumcise the VIE without anesthesia or prior warning.
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Sold CSCO $117 Added NTDOY $10.80 Added TCEHY $59 CPNG also looks egregiously cheap.
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I see a bubble in memory and possibly chips, a boom in the Goog stack and a bust in SaaS. Hard to generalize. Lots of cheap stuff, lots of macro risk.
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Best news I have heard this week!!!!!!
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Bought a bunch of sod to make a soccer field and an equivalent amount of Nintendo. I may have to water the former with the tears of the kingdom.
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I hate to sell stuff but got lucky with Sphere and sold it to buy more of my favorite Japanese game company which has languished.
