Longnose

LOL thanks for the laugh!

Just finished season one of Goliath. Enjoyed it. https://www.imdb.com/title/tt4687880/

This is how I view copying. For people on this forum, other forums, and 13F's, and personal friends. I have mental profiles of people who I respect. I profile their risk tolerances, specialties, valuation methods, style of investing, and holding periods. Then this allows me to short cut the vetting process on companies that these people own. One of the things I love about investing is it's a lot like poker. You can have the same winning hand and how you play the hand really dictates your returns. Even our shameless cloning friend Mohnish, that everyone on this board LOVES lol, acknowledges this. Listen to his things about him and Spier with the Fiat Chrysler investment and holding periods and such. Spier got a much better return because he didnt sell when Mohnish did. In one of the other threads. I dont remember who it was that was lamenting on another thread on COBF. But they talked about how they had been regularly trading in and out of apple over the past 10-15+ years and if they had just bought and held it they would have had substantially better returns.

Any other Alone fans on here? My wife and I are huge fans of Alone on the history channel. This season (11) has been awesome. Solid contestants and an area that isn't terrible for food procurement. I call it the real life "hunger" games.

To disliking GOT ending ******spoilers dont read if you intend to watch GOT and havent seen the ending **** my opinion. didnt hate it but was disappointed. I think the hate is in line with this. It was far to rushed. Dany's de-evolution from the savior queen breaker of chains etc... to mad queen takes place over like 2-3 episodes and felt like it came suddenly out of nowhere. You have a 7 season build up of the enemy behind the wall and then that enemy is defeated in 1 episode in a single battle by a single person. As a fan of the books this was huge disappointment to me I wanted to see the White walkers destroy 2/3s or more of westeros before humanity pulled its act together. Or in George RR martin style just screw westeros and the dead win lol. take your dragons back across the sea. euron killing a dragon 1 shot. They dont give enough character development to euron in the show. but in the books hes crazy.... so i dont question his ability but i felt like it was lacking in build up. I could go on. But the sentiment i think you would find accross most fans is that it was rushed. So yea i dont hate how it ended i just wish it took at least another season to develop it and get it there instead of saying Bam heres how it ends.

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Good 7 months

whats your approximate weighting towards CASY? Been intrigued by them recently. Bought a small position to track them while i study it out further.

Helpful, Thanks for the direction.

TBH i haven't been following this thread actively. But jumping back to the original thought and premise of the thread and energy as a sector. I had a few energy stocks i picked up back in 2020 that made quick recoveries and I exited. Ive been looking at some recent macro and feeling like energy has some interesting tailwinds coming for the next few years. Im not really sure I want to be in the VGELX index. For those of you that follow the energy sector regularly. What are some of your top names in the sector? gonna be running some screens this weekend in the sector but would be interested to hear your opinions.

What did you use to make that?

Ive Traded MOMO several times over the years and lost more than won. They've been undervalued for a long time... The only times ive made money on them is buying usually around November/December and selling Feb/Mar. Ive found for several years they suffer a pretty big sell off at the end of the year. likely tax loss harvesting. and then the special divys are usually announced in Feb/Mar and there are people that buy up for this. Every time ive bought mid year like this ive lost money. Best of luck. I want MOMO to be great! and its definitely undervalued.

Very thoughtful and lots to unpack in your comment. Dont necessarily want to turn this into a crypto thread. But it made me think of this podcast episcde where they discuss the many uses of excess energy being produced in emerging country such as africa. Im curious if BTC mining will or can help smooth the energy demand curves in developed nations such as America, Canada, western Europe? I personally am in favor of more nuclear energy. But we are a long way off from that being available or accepted. AI TLDR of the podcast Bitcoin mining can be a good way to use stranded energy, which is energy that is produced but not used because there is no infrastructure to transport it. This can be beneficial for places in Africa that have a lot of geothermal energy but lack the infrastructure to use it all. Bitcoin mining can also help to bring financial freedom to Africa by providing people with a new way to earn money. Alex Gladstein believes that Bitcoin mining has the potential to help Africa develop its own financial infrastructure and reduce its dependence on foreign aid

Soon he'll say we need to build a wall to keep BTC from leaving Amercia.