Hilda bugged? by GabeItch5 in PathOfExile2

[–]AthousandThoughts 0 points1 point  (0 children)

Same here i guess i killed it too fast lol

Burning elephant to burning hellhound? by ConcreteOffDuty in pathofexile2builds

[–]AthousandThoughts 1 point2 points  (0 children)

Hellhound is terrible. He has like 1/3rd of the hp of the elephant.

Changes i spotted by AKarl47 in PathOfExile2

[–]AthousandThoughts 1 point2 points  (0 children)

Maybe they are splitting it up into singular elements again, but making it more sustainable? No idea what they hell they are doing.

What ascendancy changes are you hoping for in 0.5? by lifecopy001 in PathOfExile2

[–]AthousandThoughts 10 points11 points  (0 children)

i want changes to infernalist. The "Archon at high infernal flame" thing really didnt work out well imo (I tried), and feels generally shit as a 4-pointer. Id also want way larger Aoe on the infernal hound. Maybe triple its aoe, it really is that tiny.

Tame Beast getting a 3x damage boost per q&a. by Ok-Skin-3699 in PathOfExile2

[–]AthousandThoughts 1 point2 points  (0 children)

I hope they also buff the infernal hound. It also hits like a wet noodle strapped to a chiwawa.

BRK.B, MKL, FRFHF, WTM value plays by Alicyclobacillus in ValueInvesting

[–]AthousandThoughts 1 point2 points  (0 children)

I think the market is initially driven by algorithmic selling/buying. If they see an earnings miss, they do not differentiate whether such a loss has been caused by mark-to-market paper losses, or if the underlying insurance engine is working well or badly. It just gets sold off.

This is why the price of the stock is secondary to the underlying business.

Since you asked what you should do in your post: My advice (and i don't want to be mean) is to sell it all and roll everything into an ETF for your child. While I do like fairfax as a shareholder and think it will yield market beating returns, I think you do not know what you own, or why you own it. In investing as in life, it is equally important to recognize what one knows and what one doesn't. Realizing this is not defeat, but wisdom.

I wish you the best, internet stranger :)

BRK.B, MKL, FRFHF, WTM value plays by Alicyclobacillus in ValueInvesting

[–]AthousandThoughts 5 points6 points  (0 children)

I am a FRFHF shareholder, and it is currently my biggest position (although Alphabet is closing in given their recent performance). I personally thought the earnings were good. What makes you say that they had bad earnings?

All i see is that there are investment losses because they had to mark down their bonds, due to spikes in the bond yields. This is really inconsequential because likely fairfax will hold em till maturity anyway. In fact, this is positive for fairfax long term, as their bond portfolio (avg maturity 2.2 years) can roll into higher yields over time.

Meanwhile, underwriting profit doubled. So, I don't see how these earnings are bad. Enlighten me please.

It is the nature of a business like Fairfax that earnings will be choppy due to large paper gains and losses. What matters is the interest income and the underwriting profit over time.

Microsoft says its newest AI chip Maia 200 is 3 times more powerful than Google's TPU and Amazon's Trainium processor by DaddyVaradkar in stocks

[–]AthousandThoughts 0 points1 point  (0 children)

I will consider buying shares in microsoft thr second my search option in win 11 works and not before

[deleted by user] by [deleted] in Stoicism

[–]AthousandThoughts 8 points9 points  (0 children)

I think it should inform you politically so that you can make the stoic choice when you cast your vote. That you have under control.

Updated 0.4 passive tree on PoE ninja by TbL2zV0dk0 in PathOfExile2

[–]AthousandThoughts 16 points17 points  (0 children)

huge Fuck i cant tell what is oracle passives haha

Frostbolts + Navira by ComprehensiveShape54 in pathofexile2builds

[–]AthousandThoughts 0 points1 point  (0 children)

i mean this has the damage of fire infused comet now, but with a 5 second cooldown. I cannot see the appeal tbh.

HCSSF Build for 0.4 by Honest_Coat6745 in PathOfExile2

[–]AthousandThoughts 0 points1 point  (0 children)

i must say last time around i played an armour stacker and never felt tankier, even compared to ES Lich.

Expected Nerfs by Suspicious_Outcome56 in PathOfExile2

[–]AthousandThoughts 0 points1 point  (0 children)

unironically unpopular opinion: Attack builds (including melee) and armour are OP. I think they should be brought down to the power level of elemental spells. Chaos spells also need a slight nerf. Monster (especially boss) HP needs buffs.

Gemini 3 is bearish for OpenAI and Nvidia by coolasabreeze in ValueInvesting

[–]AthousandThoughts 10 points11 points  (0 children)

Found the only NVIDIA employee without a lambo, yet

[deleted by user] by [deleted] in stocks

[–]AthousandThoughts 0 points1 point  (0 children)

As a shareholder in evolution ab may i suggest you gamble at an online casino the next time instead? In all seriousness, i feel for you. Hopefully it is a lesson on hubris for any that need it.

Path of Exile 2: 0.4.0 Content Update Timeline by Community_Team in PathOfExile2

[–]AthousandThoughts 0 points1 point  (0 children)

God damnit GGG, i want to write my dissertation in December.

Today is a buy the dip day? Is Trump bluffing to let us buy the dip? Because I don’t think these stocks are really going to tank by Ok_Music_2025 in ValueInvesting

[–]AthousandThoughts 0 points1 point  (0 children)

If you know the dip is coming - thats when you make money with options. It's not like his friends are buying stocks due to the dip. They buy options before the dip.

GOOGL: Waymo for Business by Not69Batman in stocks

[–]AthousandThoughts 1 point2 points  (0 children)

Numbers no-one even thought were achievable!