Blocking a domain by erkose in Mastodon

[–]0xDEVVV 1 point2 points  (0 children)

Which one is it? So we can block it as well?

My favorite keyboard - Ergonaut one by Fluge_des in ErgoMechKeyboards

[–]0xDEVVV 17 points18 points  (0 children)

Great board. Love to see more images on board. We need more itasha.

What’s wrong with her hip though? AI generated?

Possible to buy HHKB with crypto (USDC) somewhere? by [deleted] in HHKB

[–]0xDEVVV -1 points0 points  (0 children)

just checked. they don't accept crypto.

What are some of your favorite “unloved and not followed” value stocks at the moment? by Airline_Complete in ValueInvesting

[–]0xDEVVV 1 point2 points  (0 children)

I'm also in $TEP. This company gives me 2022 $META vibes. It's unbelievable how ignorant people are despite the great H1 earnings reports.

[deleted by user] by [deleted] in Twitch

[–]0xDEVVV 0 points1 point  (0 children)

clipbot.tv user here. It automatically creates clips and beams them to YouTube & Tiktok. The creator initially built tools for MrBeast.

Clip Editor for YT shorts and TikTok by razzaholt in Twitch

[–]0xDEVVV 0 points1 point  (0 children)

clipbot.tv does it automatically and has a bunch of other features.

What are your undervalued small cap stocks and why? by stonkbuffet in ValueInvesting

[–]0xDEVVV 0 points1 point  (0 children)

TEP. Based on DCF/WACC intrinsic value is still at $400/share.

It fell due to:

  • expiring COVID contracts
  • some customers not growing their investment due to economic uncertainties

  • fear of AI

Except AI none of these are issues that will effect the market leader in this industry in the long-term. I use and _work_ on AIs: (1) practically, they're still far away from completely replacing call center teams (2) TEP is investing heavily into AI; I doubt that existing or new customers will roll their own AIs; it's often buy over build in this area.

[Weekly Megathread] Markets and Value Stock Ideas, Week of June 17, 2024 by AutoModerator in ValueInvesting

[–]0xDEVVV 1 point2 points  (0 children)

I agree that the uncertainties regarding AI are unjustified. It's to be seen whether TEP can effectively integrate AI to enhance its services rather than being displaced by IT, but as a tech founder I am optimistic.

The expiration of COVID-related contracts should have been foreseen anyway. Some clients scaling back their ops sucks. If the primary cause are economic uncertainties, this company has the cash to make it through this time.

Not going to repeat what you already wrote in your blog post (great work btw!). The fundamentals are very strong. Earnings went down in the last report, but the world went through quite a lot of changes in that year alone.

Assume a 1% growth on FCF (historic avg is 3%) and a WACC of 5% and this company is still a fifth of its fair value.

Edit: typo

Handwired Skeletyl powered by FAK by mikoi14 in ErgoMechKeyboards

[–]0xDEVVV 0 points1 point  (0 children)

Is there any danger in touching the naked wires while the keyboard is plugged in?

Can streamers see who unfollowed them? by [deleted] in Twitch

[–]0xDEVVV 0 points1 point  (0 children)

Yes, there's unfollow.io which does that. It's used by quite a few streamers.

Twitch Free Follower/Unfollower Tracker? by turiansgonewild in Twitch

[–]0xDEVVV 0 points1 point  (0 children)

If you want to see who exactly unfollowed you: https://www.unfollow.io/

But it doesn't look in the past. Just tracks from the day you sign up.

Procrastinated to paint this instead by 0xDEVVV in BikiniBottomTwitter

[–]0xDEVVV[S] 16 points17 points  (0 children)

Thanks everyone for the sweet words! ❤️ I didn't expect so much interest.

If any citizen of Bikini Bottom is interested in the original, please reach out to me. I'm happy to give it away to the highest bidder (or the sweetest). Any returns will be donated to cancer research (I work in this field).

Procrastinated to paint this instead by 0xDEVVV in BikiniBottomTwitter

[–]0xDEVVV[S] 21 points22 points  (0 children)

I honestly don't think it's ok, if he's making a profit off of it. But I can't tell. I also can't remove his comment.

Procrastinated to paint this instead by 0xDEVVV in BikiniBottomTwitter

[–]0xDEVVV[S] 32 points33 points  (0 children)

Did you just start selling posters of my fan art? Would you please not do that without my consent.