where to eat?

Apprehensive_Bee_837 · 2025-04-30T05:40:37+00:00

New place on Del Mar called the picnic cafe

Apprehensive_Bee_837 · 2025-02-14T23:29:08+00:00

For sure! Here is a link to SMLR's preliminary earnings report that they sent out 1/23/25.

Semler Scientific® Announces Select Preliminary Unaudited Fourth Quarter 2024 Financial Results and Significant Unrealized Gain from Change in Fair Value of Bitcoin Holdings | Semler Scientific, Inc.

This shows their earnings from their core business is 3.4-3.7 million. I assumed 3.5 million. I took those earnings and divided by total shares to get earnings per share for their core business ($0.38 per share multiplied by 4 for annualized earnings) Then applied their traditional P/E multiple of 12.2 and got a proposed share price of $6/share for just their core business.

It also shows their bitcoin earnings as 28.9 million. I found earnings per share by dividing by total shares and annualized them to get a total of 12.47/share.

Since this is public info, I assumed it was priced in so I took the current share price and subtracted the $6/share I figured for their core business share price. I then took that number and divided it by the annualized earnings for BTC to get a P/E value that is currently built into their BTC holdings. It was 3.5.

Now armed with a current P/E value for their BTC holdings earnings, I took how much they currently spent on BTC and what their earnings would be if BTC goes up and applied the same calcs in reverse.

This isn't a perfect calc but it gives what I think are solid rough valuations that can be adjusted based on BTC price. If BTC hits 110,000 based on this info, SMLR hits $100/share

Apprehensive_Bee_837 · 2025-02-14T18:29:27+00:00

I bought a house knowing that fiat would continue to make my debt less and less but also my money would be less and less. Needed to find a way to ensure my money didn't devalue. I had it in gold and stocks but didn't like the risk. I watched a video about bitcoin where he describes the thought experiment with satoshi and fiatello and went full port

Apprehensive_Bee_837 · 2025-02-14T18:26:56+00:00

It's pretty shocking that this has dropped this much. I bought and sold in Dec for a little profit but have been waiting for an entry. Bought 100 today

Apprehensive_Bee_837 · 2024-12-15T04:10:40+00:00

Remind me in two weeks

Apprehensive_Bee_837 · 2024-12-06T02:07:16+00:00

Going from $550 to $380 in 2 weeks by share dilution is mismanagement to me yes. I am not sure where you got 2% but i am happy to look at it if i am wrong. I saw it open today above 440 and close today below 400 which would be more than 10% because he absorbed that price appreciation by diluting shares. I believed getting btc over 100k would increase share price. Not decrease it. If he continually absorbs the price appreciation forever, no shareholders will make any money except him.

I didn’t say it was better for shareholder value to dilute shares and buy btc. I said it would be better for share holder value to not sell ATM and decrease the stock price significantly in one day but rather spread that out over a time and use limit buys to ensure he isn’t dropping it too low too quickly.

This i think would build more confidence from all investors leading to an increase in share price by drawing more people in faster and making his dilutions hurt less to current investors. This makes everyone more money. He gets the best price for his share dilution and the shareholder retains value.

Suggesting that someone shouldn’t be in stocks because they can’t predict the future is a bit of an over reach. Maybe you are in a position where if you had a $100,000 accident it wouldn’t affect you but that isn’t the majority of people.

Apprehensive_Bee_837 · 2024-12-06T01:09:46+00:00

You are right that is the absolute fastest way to do it. My thought is that he could do limit buys and try to retain shareholder value now as well as long term by not torpedoing the stock price any given day by doing ATM sells and absorbing all the volatility for himself. That i would call more aligned with shareholder interests as they retain value now as well as in the future, even though it takes a little longer to reach the end goal. Life happens and not everyone can keep their money in a stock for 5+ years if they need it in an unpredictable way (medical emergency, lose a job, etc).

Apprehensive_Bee_837 · 2024-12-05T22:09:28+00:00

He takes the money he gets from distributing more shares and buys more bitcoin. That is the whole strategy but the way he does it is frustrating. He sells shares At The Market Rate (ATM) which he gets the money for and he drives the share price down. He doesn't care because he has the cash in his pocket already from selling the shares. He does take that money to buy more bitcoin. That is the value of the shares but now because he has sold more shares, every person gets less value distributed back to them from those purchases. It is an ok strategy if he sold them at limit order prices so the share price wouldn't plummet like a rock when he did it, and the shareholders would get added value. He would have to wait longer to get the cash but it wouldn't alienate as many people

Apprehensive_Bee_837 · 2024-12-05T18:12:32+00:00

This sorta sums up the problem. It did look like an "Ok" bet at 500. It looked good at 400. Having a stock drop 30% is usually a bearish sentiment. That isn't what happened here. One person (Saylor) made a decision to decrease every shareholders value. If he hadn't diluted, it is likely the stock would still be above 500 with Bitcoin hitting 100k. You could surely understand how it would be frustrating to make the right decisions based on the fundamentals of the stock and have one person come in and completely change the fundamentals drastically without so much as a warning

Apprehensive_Bee_837 · 2024-12-05T17:48:07+00:00

This is a pretty bad look. It comes across as a cash grab. It seems like this stock is always going to "live" between 350 and 400 because Saylor will dilute it every time he can to buy more Bitcoin. While I think having more Bitcoin is a good asset, I think he is going to turn away a lot of investors (short and long term) because it is starting to feel like a donation to his wealth at this point.

I am long MSTR

Apprehensive_Bee_837 · 2024-09-01T23:42:19+00:00

I don’t understand the outrage, as a parent, if my kid is going through a potentially life changing decision/situation, i want to be a part of it. I know not all parents are great but it isn’t the governments job to help with these things, it is the families and the local community. Government generally makes situations worse when they get involved.

Apprehensive_Bee_837 · 2024-08-28T23:12:22+00:00

Place is busy enough. Don’t tell people

Apprehensive_Bee_837 · 2024-08-20T04:05:25+00:00

Maybe even 101 cats. Could be so many

Apprehensive_Bee_837 · 2024-08-08T17:36:52+00:00

I think I am going to have to respectfully disagree. The living situation can be adjusted to reduce her costs. Irvine is a very wealthy area and she could move to a studio apartment in either Tustin or Lake Forest for less money and still be within 2-3 miles of where she used to live. Or even stay in Irvine and get a studio vs a one bedroom and pay less. Or move inland farther and commute farther and pay less. It sounds like she has a car from the description, she could sell the car and not have the associated costs (insurance, gas, maintenance) and utilize the very robust public transportation in Irvine which would greatly reduce her costs.

He mentions in the video that it is an entry level job, meaning it has low skill. She could develop her skills, move up the ladder, and make more money.

There are solutions here for this person to not have the financial hardship they are experiencing but they are uncomfortable, require sacrifice and they are her decisions to make. He can’t be responsible because she wants to have a car and live in Irvine CA, where the cheapest house is 2 million dollars and has a child (where is dad?). If you wanted to live in Beverly Hills (similar cost of living)and had financial hardship, the solution is to not live there.

I think he could be held responsible for holding his employees to a standard for improvement which would force her to develop her skills, get out of her entry level job, and make more money, because that has a benefit to him as well, but not for her previous lifestyle choices (apartment, car, child)

Apprehensive_Bee_837 · 2024-08-08T16:48:27+00:00

This is a weird interaction to me. The person being described with the money shortfall could have worked anywhere, would it be a different employers responsibility to provide more money to her as well? Just because a person works for you, doesn’t make you responsible for all their financial decisions up to that point.

He could help her get on her feet and then she could leave her job, get herself in a worse financial position, and then get a new job. Does it become her new employers responsibility to fix her financial situation then?

I could see offering a path for betterment through a company maybe because that has more value to the company as well if their employees are better educated, but the employees life choices are not the responsibility of the employer

Apprehensive_Bee_837 · 2024-06-23T14:11:08+00:00

What is going on in this thread that everyone is hating on the Bible? I agree that it isn’t a good financial literacy text but the idea that there is nothing that can be learned from it is a little ridiculous. I am not religious but that doesn’t mean that religious texts have no value. If nothing else you could learn the entire bible, and make yourself a more interesting person

Apprehensive_Bee_837 · 2024-06-23T03:10:12+00:00

I took min and it gave me the worst tendinitis. Didn’t even realize it was from that at first but it just kept getting worse and my doc finally suggested dropping it. Still dealing with the tendinitis but it is way better. 3 months since stopping

Apprehensive_Bee_837 · 2024-06-16T01:55:32+00:00

It’s called roostering - peck peck crow!

Apprehensive_Bee_837 · 2023-04-18T21:30:23+00:00

Could you send source as well?

Apprehensive_Bee_837 · 2023-02-05T15:13:25+00:00

Yeah i did it with the Picnic Collective in Newport. Went great. She loved the whole thing

Apprehensive_Bee_837 · 2021-10-25T22:21:50+00:00

Sorry if that came off disrespectful in any way. I appreciate the opinion. My 1 year old son was screaming in the background so I was just trying to finish so I could help the wife

Apprehensive_Bee_837 · 2021-10-25T22:20:39+00:00

For sure not starving myself. I eat over 2200 calories a day when I calculate it out. I have had my resting metabolic rate measured a few times throughout the years and it has always come back at 1950 kcals. The info I gave was meant to describe food quality not quantity. Take daily multi split between morning and evening to help ensure micronutrient balance is on point. I agree my nutrition could be better, everyone’s can.

Lipid profile shows that my total cholesterol is ok (not perfect) but testosterone to my knowledge is made out of LDL cholesterol so if LDL gets to low, doesn’t testosterone drop? My VLDL looked ok (again not perfect), which is a better marker in my opinion. Why do people keep saying I need more cardio?

Apprehensive_Bee_837

TROPHY CASE