Longnose

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.

More DLHC and TBTC - Microcap/Nanocap Land

$50 is a very low bar for the value this forum contains.

There was a time in my life where I said. I could be a stay at home dad. Now that I have kids (which i love). I'm 100% sure I could not be a stay at home dad.

Literally had this conversation with a friend on Monday. I'm totally split on will we keep rolling or will there be a drop at the halving due to miner sell off. Either way I'm still DCAing

Been looking at CWST a little recently. Strong track record. Has some acquisitions that could unlock the next growth phase.

fine if were gonna hijack the thread into politics at least make it funny

Dont hijack the starship thread. Take politics back to the russia thread.. or elsewhere... This is from the launch 10 months ago when they blew up the first rocket but some of the things they highlight in this blew my mind around the impacts of making these starships feasible and eventually getting them to be reusable. Not an elon fan but i love watching the progress hes making for mankind.

I used to be all this. Now i much more of this. supported by the checklist verifying that the downside is actually pretty limited.

15-20% approx

2) how decentralized are the full nodes in the network out there? - Fully decentralized anyone can run one. 3) who is going to update, maintaining and provide the necessary solutions for bugs, soft forks as this technology progresses through time and scale? - People who believe in the decentralization of money. Hence running a full node in your basement allows you the ability to contribute and validate the blockchain as it scales. Offsetting the comment in argument 1. big centralizing forces cant offset the myriads of little guys running full nodes in their basements. Play with it. Playing with it will develop understanding of it 10X faster than reading about it.

JK, JK, i don't actually wanna be like Singapore. But after visiting there may be some middle ground.

Our last cruise we sat a couple for dinners who are Chronic Cruisers. They said they have several friends who retired and just rent out their houses and live on cruise ships full time (40-50) weeks a year. It actually seemed pretty affordable when i started sketching out the math. The dinner couple we sat with were doing an extended back to back cruise. Prior to the week we cruised they were on the ship. and when we docked at the end of the trip. They stayed on the ship to go another week. If youre into it. Its seems very doable.

Im a crypto fan, but i had to check out from this thread.

Then why aren't we seeing more uber and lyft competitors in the US? I think your oversimplifying it or we would see all the local markets popping up with their own versions of uber. They've been around long enough to see someone infringe on their share. It Uber, Lfyt, or traditional taxi. or i gotta work for 4th option and at that point your just boycotting and being "that guy"

To me it so similar to the Uber Lyft scenario - Lyft hasn't been really able to steal significant share from Uber. Also, I don't know that there is substantial room to undercut them long term. We are seeing it with Uber and Lyft right now where they are now trying to drive more towards profitability instead of just rev/share growth accompanied with a ton of cash burn. I don't think the moat is impenetrable and there is probably room for a tier 2 competitor. But when you are over there GRAB's presence is dominant right now. That it would be hard to overturn that without Grab screwing up their brand image or going bankrupt. Short answer is i don't know. But Gut instinct based on mungers idea of saying if someone gave me the marketcap of GRAB (12B) and said go build a company to compete/overturn GRAB. i think it would be freaking hard and at best you'd create a Lyft that is taking 30% share while grab retains 70% share. Though i could be wrong and often am.

Ive been digging into Grab. Ever since my visit last fall. I've been trying to get more comfortable with GRAB. It felt like its going to be a clear winner with a long runway from an outsider looking in. But need to get more confidence in the financials and politics.