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  • Guest, it's time once again for the hotly contested and exciting FoH Asshat Tournament!



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    Who's been the biggest Asshat in the last year? Once again, only you can decide!
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    Investing General Discussion

    To be clear, my comments were based on the financial statements, where I see $775MM in revenue and $306MM in stock based compensation for 4Q23. They buy shares to offset and keep the share count under control which helps, and makes it more transparent on the cash flow statement. I just feel...
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    Investing General Discussion

    Dig into SNOW since y’all were taking about it. Story sounds good and we used them a ton at my last corporate job, saw the stock was down and was like heyyy this might be interesting. Long story short I wouldn’t touch this until they get their stock based comp under control. It’s almost 50% of...
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    Investing General Discussion

    TLT looking enticing again. Anyone got a price they’re eyeing?
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    Investing General Discussion

    Lemonade up 40% lmao
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    Investing General Discussion

    Pypl is my heaviest bag sigh
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    Investing General Discussion

    Still haven’t made the jump from Ultra Short duration (JPST) to longer (TLT). Getting pretty tempting tho…
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    Investing General Discussion

    What’s the rationale for the 20 to be higher than 10 or 30? I get the concepts of normal/inverted/flattening and steepening curves but why the middle hump?
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    Investing General Discussion

    How are y’all handling the bond situation? Currently I’m split in money markets and JPST. Have y’all started scaling into longer term yet? Jumping in full speed? Have a target in mind to jump in bigly? Sanrith mentioned 5% on TLT and that’s sort of my feel as well. Dimon talking about 7% rates...
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    Investing General Discussion

    I snagged some QQQ puts a month out last Friday that are pretty red. Just pure speculation of a little reversion
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    Investing General Discussion

    Bets on whether debt ceiling raise goes through?
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    Investing General Discussion

    This is the way. Especially with the interest you can get on cash at the moment, you can collect the premiums and decent Money Market interest at the same time if you don’t get exercised.
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    Office and gaming chairs

    So turns out my company had custom padding built into our Leaps, and the "tall" description was just a cyclinder upgrade. Had to go way down the rabbit hole through facilities - design consultants - the furniture shop to figure out why ours are so much better than the regular Steelcases. They...
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    Investing General Discussion

    This VIX action is confirming to me that I don’t know shit about the VIX
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    Office and gaming chairs

    So the chair adventure continues. We use Leaps at work, and my chair I sit in is wonderful. In my current back pain from wfh going into work is like therapy for me to heal. I first tried an embody at home, but the hard plastic in the lower back definitely hit me wrong, sitting for an hour would...
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    Bitcoins/Litecoins/Virtual Currencies

    Any brave souls buying Silvergate at these prices?
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    Office and gaming chairs

    Really interested in hearing reviews from both of you. Especially the Amia as I've not heard a lot about them. Took all my restraint to not buy that Gesture deal, as I decided on the Leap and trying to stick with my decision. I've checked the Leap price every single day and can't find it under...
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    Investing General Discussion

    Next time you’re going to do what you should’ve done last time, but next time will be different so you should do next time what what you did last time, when you shouldn’t have done it then.
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    Office and gaming chairs

    Nice, 10/10 response there. Ever make it OKC I'll buy you a beer. It's just impossible to tell with chairs haha, the Embody is regularly praised for its back support and 100% killed my back. To the point where I'm wondering if I had a defective chair or something. I use a Leap at work, and...
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    Office and gaming chairs

    Have you used a Steelcase Leap? Would love your opinion on Gesture vs. Leap if so. I love the Leap I have work, and was planning on picking one up for home, but I'm tempted to upgrade to Gesture. Last time I tried to upgrade though I grabbed an Embody which caused me an extreme amount of back...
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    Investing General Discussion

    What limit buy are you thinking? I’ve had in my mind if it hit $200 I’d back the truck up, but I’d probably rather get in a little higher than miss an opportunity. Such a shockingly ugly 1 year chart for such a beast company. Most of the small cap growth tech stocks i straight avoid because in...
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    Investing General Discussion

    Definitely agree on upcoming volatility, especially with how expensive/broken diesel is currently. Once I pick one its basically a hold forever for me though (unless we get a weird railroad bubble or something). Big fan of this type of industry due to necessity and impossibility to enter.
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    Investing General Discussion

    Funny you mention UNP, I've been looking at the railroads pretty hard lately, several of them have reduced their share count by 1/3 over the last decade (UNP included). I've been trying to decide between CSX and UNP. Their economics all look surprisingly close, you have a reason you like UNP in...
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    Investing General Discussion

    This seems like such an obvious thing to do. It’s crazy they went so long before doing ANYTHING then it’s just well we have to do jumbo hikes every single time now. So much middle ground ignored.
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    Investing General Discussion

    Convinced me. Sold 3/7. Gracias amigo
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    Investing General Discussion

    Craziest day I’ve seen in a while. Snagged some QQQ monthly calls this AM when I saw the vix was red. Already 4x’d. Hard not to take profits but if we are green on todays print then the only thing keeping tomorrow from soaring is potential bank catastrophe.
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    Investing General Discussion

    Oddly Netflix was too
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    Non fiction

    Perfect, thank you sir!
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    Non fiction

    Thread necro. Any of you history buffs have a good recommendation on Weimar Germany?
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    Investing General Discussion

    I’d probably split the difference and put however much you need to eliminate the PMI on the house. Assuming it doesn’t take the full 100k, depending on your loan size. As usual the advice here is great, it won’t make sense mathematically over the 30 years but near term it will have a lot of...
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    Investing General Discussion

    Easy, easy choice
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    Investing General Discussion

    NVDA still at a 29 forward PE but starting to look pretty enticing. What do you chart wizards think? Going to test the 135 support line?
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    Investing General Discussion

    Seems too obvious, that’s what it’s done the last 3 spikes. I’m wagering on a combo breaker green Monday
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    Investing General Discussion

    Snagged some Netflix today. I expect it to go lower over the next quarter when the analysts downgrade and I’ll buy some more then.
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    Investing General Discussion

    Snagged a couple hundred Twitter shares near close. I’ll vote to sell to Elon if given the chance. Probably sell covered calls in the mean time tho.
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    Investing General Discussion

    Basically get a series of books that cover fundamental analysis + accounting, technical analysis, market psychology, market history, Austrian Economics, and indexing philosophy. Then read every Warren Buffett letter from his hedge fund days in the 50s to present because he gives in real time...
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    Investing General Discussion

    What's the bear case on the big banks? Just dealings with Russia? One of the panelists on CNBC yesterday was short the banks but didn't really explain why. I'd think they'd be good long term buys here with rising rates. I've started nibbling (JPM the other day) and wondering if I should hold...
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    Investing General Discussion

    Initiated a JPM position. Got in right at 134. Glad I’ve waited on C!
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    Investing General Discussion

    Yeah my take is this whole rally is 100% based on bets that the fed doesn't do what it said it would
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    Investing General Discussion

    Lol Lemonade was -23% premarket. Up 2% now
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    Investing General Discussion

    Narrative fallacy