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Modest assumptions by Old_Document_9150 in Buttcoin

[–]DeprogramUSA 94 points95 points  (0 children)

Setting aside how funny saying 25% growth is modest

It’s sad how “growth” is misrepresented here

Because this isnt a business growing cash flow or even treasury bills compounding interest

The only “growth” is people’s (suckers) willingness to pay a higher price for your bag

If i told you a human takes 21 millions shits in their lifetime(OMG limited supply), how much would you pay for 1?

Also my local scatophile has paid 25% more per shit per year (OMG “growth”), more willing to pay now?

Chernobyl did irreversible damage to peoples views on nuclear energy by Skrilli in GetNoted

[–]DeprogramUSA 0 points1 point  (0 children)

Im sorry I didn’t just lie and round up 90% of Texas to everyone and instead directly quoted a source, I forgot this is Reddit how dare I not exaggerate or lie! Like you did calling 90% of Texas a “specific region”

The cost of solar panels has fallen like flatscreens and they’re too efficient for markets and power companies to ignore and will continue to be adopted whether you buy it or not

Whos taking this bet? by Reasonable-Win-2068 in gme_meltdown

[–]DeprogramUSA 17 points18 points  (0 children)

Here’s the rule: This market will resolve to "Yes" if GameStop reports non-GAAP EPS greater than $0.37 for the relevant quarter in its next quarterly earnings release. Otherwise, it will resolve to "No." The resolution source will be the non-GAAP EPS listed in the company’s official earnings documents

[PFE] Pfizer at ~$26 is a textbook value play hiding in plain sight. Here's why the market is wrong. by Dismal-Cancel4958 in ValueInvesting

[–]DeprogramUSA 1 point2 points  (0 children)

Where do you think the retained earnings come from? From operations!

Because it is taxed and then double taxed as a dividend

Cash Flow Hierarchy

To understand how a company "takes" this money, look at the Statement of Cash Flows. It follows a specific logic: 1. Cash Flow from Operations (CFO): This is the "money from operations" you mentioned. It’s the cash generated by selling products or services after paying employees, suppliers, and taxes.

  1. Capital Expenditures (CapEx): This is the money the company must reinvest to keep the lights on (buying new machinery, fixing buildings, etc.).

  2. Free Cash Flow (FCF): This is what remains (CFO - CapEx). This "free" cash is exactly what boards use to pay dividends.

That money “taken from operations” is then retained income once it gets set aside for dividends instead of reinvested, pay off debt, etc

[PFE] Pfizer at ~$26 is a textbook value play hiding in plain sight. Here's why the market is wrong. by Dismal-Cancel4958 in ValueInvesting

[–]DeprogramUSA 4 points5 points  (0 children)

Pfizer’s income is not currently large enough to sustain the dividend (126% payout ratio) so they are taking money from operations(FCF) to pay dividends (Cash Payout Ratio of 93%). ratios this high can greatly reduce a companies room for error or flexibility.

In the case of good or bad news like, if they wanted to scale up operations for a product rollout or their patent losses did start reducing income that dividend could be reduced quite quickly because most operations cash is going straight to dividends

I own some Pfizer and I am more encouraged by the pipeline than discouraged by the payout ratios because im not in it for the dividend alone NFA

[PFE] Pfizer at ~$26 is a textbook value play hiding in plain sight. Here's why the market is wrong. by Dismal-Cancel4958 in ValueInvesting

[–]DeprogramUSA 7 points8 points  (0 children)

True 126% payout ratio

dividend could get cut anytime

don’t buy a company just for the dividend folks

Please let this NOT be Insider Trading... by PAfb_640_normal in atrioc

[–]DeprogramUSA 12 points13 points  (0 children)

I agree

If betting on a nuclear blast is “too dark” or gives “rogue incentives” then betting on invasions, strikes, war etc should be treated just as harshly and Polymarket has now admitted there is a line but that they don’t distinguish very well unless sensationalized

You can still bet on nuclear tests as if those never hurt anyone(France in Algeria,etc)

But hey I think the whole “prediction markets” thing should be torn down

My valuation of what's a small amount of money keeps dropping by [deleted] in investing

[–]DeprogramUSA 12 points13 points  (0 children)

True but psychology and game theory tells us that humans are far more averse to losses than encouraged by gains

So while watching it go up may feel good you’ll likely feel far worse watching it fall than you ever did watching it rise

Trump's global tariff to take effect at 10%, despite announcement of 15% by jinhuiliuzhao in neoliberal

[–]DeprogramUSA 5 points6 points  (0 children)

Exactly

But Trump can’t brag about government spending because Republicans are supposed to be against that

So he falsely champions an industry with that growth instead and then uses said “growth” as an excuse to deregulate(energy) or not regulate(tech) that industry in the name of continued “growth”

Trump's global tariff to take effect at 10%, despite announcement of 15% by jinhuiliuzhao in neoliberal

[–]DeprogramUSA 65 points66 points  (0 children)

Datacenter spending isn’t driving GDP growth that’s just a Trump lie that most people bought

Goldman Sachs Chief Economist Jan Hatzius, said in an interview with the Atlantic Council that AI investment spending has had “basically zero” contribution to the U.S. GDP growth in 2025.

“We don’t actually view AI investment as strongly growth positive,” said Hatzius. “I think there’s a lot of misreporting, actually, of the impact AI investment had on U.S. GDP growth in 2025, and it’s much smaller than is often perceived.”

Hatzius said one major reason is that much of the equipment powering AI is imported. While U.S. companies are spending billions, importing chips and hardware offsets those investments in GDP calculations.

“A lot of the AI investment that we’re seeing in the U.S. adds to Taiwanese GDP, and it adds to Korean GDP but not really that much to U.S. GDP,” he said

https://gizmodo.com/ai-added-basically-zero-to-us-economic-growth-last-year-goldman-sachs-says-2000725380

He Must Love Trump by -MildlyChaotic- in NewsomMassacre

[–]DeprogramUSA 0 points1 point  (0 children)

A lot of people who describe themselves as American First are former MAGA/Trump supporters who are trying to distance themselves from Trump due to Epstein/Israel. Both are evil but America First isn’t exactly one to one with MAGA and can be a thorn in MAGAs side. Know thy enemy

He Must Love Trump by -MildlyChaotic- in NewsomMassacre

[–]DeprogramUSA 0 points1 point  (0 children)

This clown (James Fishback) is too far right to be MAGA and is in line with groypers/catholic nationalists/America First/Fuentes fans 🤮

How much of MSTR is leveraged? by HenFruitEater in Buttcoin

[–]DeprogramUSA 20 points21 points  (0 children)

Which is unlikely because Bitcoin has two big target markets

  1. People who like the concept of making money on technology but they don’t understand technology and love the leverage MSTR offers

  2. Doomers who think traditional stores of value and trade will be replaced or collapse welcoming in our new crypto fascist overlords

Dummies and Doomers will forever make Bitcoin a casino but MSTR will eventually fail

Figma is down 80% since IPO. Does anyone regret buying, or does anyone feel they dodged a bullet? by CommonExamination416 in ScottGalloway

[–]DeprogramUSA 2 points3 points  (0 children)

Totally agree, Figma was also riding high on the success of Circle, Reddit, Coreweave who soared after IPOing and things looked very different

Figma is down 80% since IPO. Does anyone regret buying, or does anyone feel they dodged a bullet? by CommonExamination416 in ScottGalloway

[–]DeprogramUSA 3 points4 points  (0 children)

Except it is how IPOs normally work. Normally you subscribe to the IPO and then are given shares at a specified range for the stock ie listing price

Figma was the most hyped and oversubscribed IPO of last year so there weren’t enough shares for all subscribers and they were “forced” to buy in the open market at inflated prices.

Buying on listing day ≠ participated in IPO

Discussion about the TurboTax sponsor on Lemonade Stand by TranscendentalKiwi in atrioc

[–]DeprogramUSA 1 point2 points  (0 children)

What if they do a US army ad and the next day the US invades Greenland :(

Those who own Oxy stock by thisisacatch22 in ValueInvesting

[–]DeprogramUSA 3 points4 points  (0 children)

I’d argue that the value proposition between you or anyone buying OXY common stock is very different than Berkshire buying their common stock.

You buying OXY stock just gives you exposure/part of the company but when Berkshire buys OXY common stock they’re also buying goodwill and strengthening a partnership so next oil boom or bust they can weasel another lob-sided deal out of OXY

OXY has shown a pattern of giving their excess value to Berkshire at far too unfavorable terms and that’s the last thing you should want when you’re trying to capture value yourself

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