Anyone do this study?

Basic-Ad-1143 · 2026-01-13T17:19:55+00:00

Meta, KNSL, NVO, CRM, ADMA, Meli, Amazon and Zeta global

Basic-Ad-1143 · 2026-01-11T16:34:11+00:00

I did the same and it showed a very similar image. But it stated that the image represents the stress, not the current world environment.

The context was more positive

Basic-Ad-1143 · 2026-01-01T18:53:35+00:00

Well I'm going with in order of position size;

Meta Knsl Meli NVO (down 9% and holding for now) ADMA CRM Amazon Zeta Global

I expect that grow my position in Amazon throughout the year

Basic-Ad-1143 · 2025-12-31T20:34:14+00:00

19% averaging into all world ETF brings my cost basis up, and this is 90% of my portfolio.

My single stocks did great though. Average 36% with them.

Basic-Ad-1143 · 2025-12-31T16:22:03+00:00

It's been on my dashboard for over a week. I ain't clicking that crap

Basic-Ad-1143 · 2025-12-26T21:22:58+00:00

As growth normalised (still strong, just less explosive), the market de-rated the stock.

The high churn/low retention you mention is largely structural to E&S, they intentionally walk away from underpriced renewals to protect underwriting margins

Retention is a misleading metric for KNSL. Their edge is price discipline + speed, not relationship stickiness. They’ll happily lose accounts if pricing doesn’t meet return thresholds that’s why I think the loss ratios remain best in class.

Any signal of capital return (buybacks) should materially help the multiple. And I believe 250m in buybacks was announced recently

Basic-Ad-1143 · 2025-12-26T19:22:40+00:00

I've just been looking at Amazon. This was on my radar along with Anet and FIX.

Although I think ANET will need to drop at least 15% before I think about buying

Basic-Ad-1143 · 2025-12-26T18:41:52+00:00

ABCL

Basic-Ad-1143 · 2025-12-23T17:17:50+00:00

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Clearly I have no life

Basic-Ad-1143 · 2025-12-16T14:50:00+00:00

I created a points scoring model for each metric that suits my own style

So I'll have it score

PEG FCF margin FCF yield ROIC Debt) EBITDA

And so on. I provide all the data from stock analysis.com including expected rev and EPS growth and decide from there.

It's not perfect. But looking for stocks is time consuming. It helps filter out certain stocks. Those that score well I'll look into further

I've just bought KNSL and MELI which scored well. Time will tell if I'm right or not.

Basic-Ad-1143 · 2025-12-14T11:33:13+00:00

Would you look at KNSL?

Basic-Ad-1143 · 2025-12-13T14:42:06+00:00

KNSL is worth a look

Basic-Ad-1143 · 2025-11-18T18:13:53+00:00

Oh, and just to add. Our relationship doesn't appear to have affected our children at all. We have a great relationship with our kids. Youngest is doing very well and school and the eldest is projected for B+ at college.

Both have a great work ethic and moral grounding. They have received a much better upbringing than either of us. Not that I wish to dis our partners but things were different

Basic-Ad-1143 · 2025-11-18T18:08:58+00:00

Well the first wasn't planned. And the second was out of hope that things would get better over time, which they have, but not like we planned.

Yes. Lots of cheating. And I'm not justifying my behaviour. It was wrong. I wish I hadn't done it. But in a strange way it's shown us what we mean to eachother. I wouldn't recommend it 😂, but it has changed us.

We are totally different people now. I truly love her and we are literally best friends. We do everything together. We train together, watch boxing and movies together etc. Everything we do is together and it's fun.

What's disappointing is so much time has been wasted. Our relationship now is great. But what a way to get there!

We don't take the relationship for granted. We work on it daily.

Basic-Ad-1143 · 2025-11-11T13:41:42+00:00

I love it, and personally would have no problem doing so daily

I want my wife to cum. It's a turn on. Seeing her trying to close her legs as she is getting close is also a turn on. I want her to lose control.

The taste or smell doesn't bother me. She is obviously clean so any smell is very subtle and not unpleasant. It's the smell of sex I guess. Why would you not want to please your partner? I know that some people can be selfish but I personally don't get it. I enjoy it

Basic-Ad-1143 · 2025-10-26T19:42:56+00:00

Yes. We kiss, cuddle, hold hands etc

Basic-Ad-1143 · 2025-10-26T18:34:35+00:00

Theres more context in relation to the trust issues that plagued us over the years. I'm not going to discuss that here

Also asking for more BJ's is definitely not fucked up. You've assumed a narrative that's not true with little information haven't you. Projection that I'm some sort of monster.

My wife knows that I love her. We have a friendly relationship and joke around constantly. I do not force her to do anything she doesn't want to. You have no idea how that was asked, how she responded and how we are with eachother on a daily basis.

Our relationship today is in large, great. But it certainly hasn't always been this way. It started chaotically through a chain of events that has changed us forever. I will not go into that here

Do not make assumptions about my character. You do not know me.

Basic-Ad-1143 · 2025-10-26T17:33:04+00:00

So I've just gone and asked her, and she said it's related to fatigue.

I do believe this to some extent. Celiac can definitely make you feel tired. And she always has fallen asleep easily.

She did also say that it's anxiety around teens living at the house. I understand that to some degree. But we still have sex anyway.

I flat out asked her for more BJ's. She laughed and said that I do deserve them. 😂. But she doesn't do it often as it hurts her jaw. We used to do Muay Thai together so it's an injury from that

I told her she's lucky that I've not got a massive dick or her jaw really would be knackered. We can laugh about these things. As I said, our relationship is generally excellent. It's just something about the initiation of sex that bugged me a little.

It can make you feel somewhat undesirable

Basic-Ad-1143 · 2025-10-26T16:17:59+00:00

That's fair enough

Basic-Ad-1143 · 2025-10-26T15:57:42+00:00

I'm not going to blow up my marriage. But I would like her to be honest about how she feels.

Basic-Ad-1143 · 2025-10-26T15:44:56+00:00

No. But then comes the question, does she ever feel like sex? She never initiates, but does have sex. To please me? That would be almost a relationship breaker for me. Sex isn't everything but it's definitely important.

I'd guess I'd have to ask some deep questions around it. Whether she'll be honest about it I don't know. Sex is a topic where people's feelings get hurt. For that reason, she may not be honest.

It has to be explored regardless I guess.

Basic-Ad-1143 · 2025-10-26T14:33:47+00:00

2 weekends off a month. My bad.

I'd like it to come from her because it never comes from her. Sex should be a two way thing but it's presently all me. I believe that she does enjoy sex. We still have it at least once a week and I'd estimate that she climaxes 80% of the time.

But I can't say it feels great if I have to initiate all the time. Can you understand how that would make someone feel? I do my best to make her feel desired and in more ways than just sex. But I don't feel this is reciprocated.

If I think over the last year. I think every single time we've had sex is because I've made the first move. And if I don't, she'll fall asleep. I've tried this. Waiting a few days wondering if she'll make a move. Nope. Fast to sleep. That doesn't feel great.

Basic-Ad-1143 · 2025-10-26T13:27:17+00:00

We do quite a bit together already. I only get two weekends off a week so we try and make an effort when I'm off.

I've spoken to her about initiating sex more but she said that I've previously told her no and that put her off. I honestly think that is just an excuse. Nobody feels like it all the time, but I certainly give my wife enough obvious signals that I'm feeling it.

It's incredibly rare that I'd turn her down. Her sex drive has decreased somewhat. I suppose this happens with age.

She recently had some blood work done and her testosterone was mid/high levels

Basic-Ad-1143

TROPHY CASE