Xerxes

Thanks ValueArb

make sense. Between having or not having them, having the them is the one you go with. But when it comes to prioritizing what is important, were they that important back in 2023. Or were they more of a trophy symbolic gesture.

surely he means the game

About a year later. Remember the big powwow about Abrams. Koffman said at the time, Abrams gets an outsize share of media attention but Ukraine doesn’t need that. It needs M2, M113 and such. The video below includes interview with Ukrainian drivers of Abrams. They look and sound dismayed on how irrelevant Abrams is outside NATO/Western doctrine without massive aerial superiority and such. I am not expert on the topic, but recall describing Abrams as lumbering beasts of a bygone age, somewhere in this thread. You want to talk about YouTubers, just go back to whatever everyone said in 2022, 23 and 24. A point of view is a static snapshot of how things are seen here and now. And becomes obsolete as time moves forward. The Ukrainian user of Abrams complained about that it is not usable in the age of drones. Dare I say, are we witnessing the end of age of “dreadnaughts”. There will always be a use for armoured vehicles but a gas-turbine powered giant prone to breakdown and without Western finely-tuned logistics, I am not so sure.

Chernobyl was great. It is just that I saw in the dark days of March-April 2020.

@giulio I don’t know what the discussion here is on Tsai but here two episodes where he talks.

Having watched all episodes except the last one, i conclude by saying that it was a complete waste of time. This ain't Dr Zhivago or The Last Emperor, it just pretends to be some grand story happening in parallel to the arc of history. I don't think it is even worth the free 7-day promotion I had on Paramount. That said, the book can be good (i am not going to read it) with this being more a so-so adaptation. I was not a fan of in your face “color-blind casting”. Hire some east Europeans. The story is happening in Eurasia. Cast accordingly. What is weird is that, their “color-blind casting” applies only to the main cast of characters. Every time they show evil Soviet troops, there is no “color-blind casting”. Just angry white people. One positive point: the "fast forwarding" style of this TV series, is exactly how AppleTV+ Foundation should have been. Jumping fast and furious in time to tell the next story, instead of showcasing every little non value added details.

Air Wars: The Global Combat Between Airbus and Boeing: Hamilton, Scott: 9781737640509: Books - Amazon.ca Fantastic read on the duel between Airbus, Boeing and everything in between. The book covers the career of John Leahy. A New Yorker who became the top salesman at Airbus and led its sales growth as EADS itself was being transformed from an amalgamation of various European entities to a global aircraft manufacturer name Airbus. It covers the 90s through the Covid period; most of which I am very familiar with, but the real nugget is all the interviews that the author did with other market participant and ex-executives who were sought for comments. I think this was a great read and worthy successor to John Newhouse' work from 10+ years ago. Boeing Versus Airbus: The Inside Story of the Greatest International Competition in Business: Newhouse, John: 9781400043361: Books - Amazon.ca

Welcome back. An employer will have the employees that it deserves. They didn’t deserve your contribution. Good riddance.

I was in Penang only for a few days before heading to chiang Mai. i always like to plug in a cozy city mid way through my trip. Just to chill, eat and do my laundry. Georgetown in penang was my chill down time. I enjoyed the Blue Mansion. (Where some scenes from the movie Crazy Rich Asians was filmed) Had a tasty whisky sour at the bar. There are a few other mansions there. Part of their Chinese secret societies, which I never fully understood but you can sense that influence by how Penang is the only province in Malaysia that always elect a Chinese minister. There is a Portuguese fort that was nice. I have a curious fascination with forts in far flung place. Malaysia was fascinating. A monarchy, where there are several sultans all at once reigning over the different ‘nations’ that make up the Federation, and the throne rotates with sultans becoming the Federal king. Of course the executive office is really with the prime minister and the king is powerless. Not exactly in Penang, but be sure to go to Malacca pass south of Kuala Lumpur. History stuff if you like. The only place that you Portuguese, British and Dutch influence depending who controlled the Malacca straight.

Thanks. I don’t know the full extent of the history but just as FYI at some point the Canadian P/E shop Onex was a major investor of Ryan. https://ryanspecialty.com/news/rsg-announces-investment-by-onex/

I started watching Gentleman in Moscow. Got it through free-7 days on Prime to watch Paramount+. I am half way through. Sort of half expecting Dr Zhivago like production and story. will see what happens I guess I should say that I had to do a Google search why folks depicted in Moscow were of multi ethnicities. I was introduced to the concept of “color-blind casting”. That i didn’t know it exists. I suppose one can think of English speaking actors pretending to be German or Russian in the past 50 years worth of cinema is of the same thing. getting use to this

My uber anti-Netanyahu has bias is not stoping me from commenting here all the time. So don’t worry about that stuff. Feel free to comment at any time. I think at the end most of us want the samething, even if it seems long way out.

Rest in peace.

it is exactly as GFP said. At company level, they talk book value and EPS. Never EBITDA. EPS goes hand in hand with BV. That said for private holding they quote EBITDA now and then.

Thanks ValueArb I know it is tough, but IDF is under the microscope with international community. Fairness has nothing to do with it. It is what it is. Nothing is fair in life. At the best, they can take a page from Petraeus’ book, but at the minimum they should get the optics right. And as soldiers, they can do better. To me anyways serving one’ country means something and that’ the image that I have in my mind when I think of soldiers. Not to forget that the founders of ISIS came out of Al-Gharib prison camp, for them Al-Qaeda was too soft. We don’t want a cesspool in Gaza.

So much nonsense knitted together by AI. Apparently Chubb is Canadian https://stocks.apple.com/AFQxKxnnfS1mmDRvZxxP3hg

Dude I couldn’t care less what he blew up (it is war, things blow up) I couldn’t get the context from this short video, not sure how you got that full context, in any case that was not the point of the comment. Is that type of behaviour by soldiers (filming themselves destroying things) acceptable? Given your answer just above, it seems to be ok with you. Either that or you just happen to be in the “Israel can do no wrong” and “I will not offend them openly” camp. Anyways. Not going to waste your time any further. Thanks for the chat.

Iran and Israel are not in the best terms. Surely, an enemy of Iran will not help its people by removing an highly incompetent manager of economy. If there was foul play involved, it would be from factions of IRGC and other interest group within the country, gearing up for the power play that will come soon at the supreme leader level. ——- As an example, Qasem Suleimni was incredibly capable manager, proconsul, military leader all rolled into one. He had to go. You live by the sword, you die by the sword. Incompetent fools like Raisi, enemies of Iran wouldn’t mind at all.

very well said

I get that the outcome of the war, will allow the winning side to write whatever it wants. The more total is the victory, the more total will be the essay. Your WW2 example is case in point. ——— But that was not the question. I am looking directly at another conflict happening in parallel to the Gaza War, and asking your opinion and not so much what will be in the history books. What do YOU think ? Is changing what was triggering factor of the war in case of Ukraine, changes what you feel about Bakhmut, And all the devastation in the Donbas etc. ———— if you had to guess what proportion of IDF constituted the bad apples. (See video) 1% , 2% etc or more

So that we are clearly baselining ourselves: if the war between Russian and Ukraine started with an Ukrainian terrorist attack on proper Russian soil by Zelensky in 2022, and that Putin finally got an excuses for his imperial aspirations and went in like hell and did the exact same nasty thing that he is doing now, would Putin be war criminal or not ?

Good. Lots of great news this morning. Call a spade a spade. Both psychopaths are cut from the same cloths. They make good company with Vladimir Putin. All optics, but I’ll take it. I would put Raisi there as well (given that he oversaw massive protest crackdown in Iran in 2022-22), fortunately for the rest of us, he was stupid enough to fly his helicopter into the fog in the mountainous region in Azerbaijan. He “CTRL-ALT-DEL” himself. To think of it, he was also president when the IRGC shutdown the airliner, and did his best to harass the family of the survivors. Poetic justice. He went out the exact same way.

Actually the last season with Douglas was so-so, but season 8 is great. Superb plot