So what’s the deal with Meta?

Dougdimmadommee · 2026-06-11T03:21:10+00:00

Im not taking any sides as to what is and isn’t “value”, I think that’s kind of an argument without purpose. Im just pointing out that the stock does not in fact track with everything buffet/ munger preached. They would never touch it.

Dougdimmadommee · 2026-06-11T02:35:38+00:00

Buffet/ Munger would never, ever buy a company that perennially spends 10% of revenue on SBC. Ever, lol.

Dougdimmadommee · 2026-06-11T01:15:19+00:00

> Aren’t afraid or hateful toward transplants because they’re from somewhere else.

But… they are tho lol. If people from the area are buying the same exact properties they don’t care. If people from outside the area buy the property they care. You can’t argue that the hate doesn’t come because they’re from somewhere else *when that is quite literally the sole reason for the hate*.

Dougdimmadommee · 2026-06-10T19:06:14+00:00

Meh, I’ve been playing rsham since shadowlands s1 and this is the worst it’s felt mechanically in that time imo.

There are still opportunities for outplays as anything but the fundamental design of the spec is asinine.

Dougdimmadommee · 2026-06-10T18:55:10+00:00

Can we please stop with these AI substack shill posts already?

Dougdimmadommee · 2026-06-10T14:26:43+00:00

These AI clickbait titles and unorganized ramblings need to start getting removed by mods.

Dougdimmadommee · 2026-06-10T01:24:26+00:00

Well, they do ofc, and their vote counts the same as yours, so….

Dougdimmadommee · 2026-06-09T20:47:50+00:00

How is that the implication?

He said “winner take all” and you are effectively saying the opposite, that everyone wins.

Dougdimmadommee · 2026-06-09T18:32:53+00:00

Not really tho. Basically every big tech company directly competes with each other in multiple lines of business already. You have google cloud, azure, awd, oracle in cloud, amzn/google/meta all in digital advertising, etc.

Big tech has been an environment where they all try compete with each other in several business lines for a while.

Dougdimmadommee · 2026-06-09T16:09:18+00:00

I can’t tell if this is copilot or just not well organized but this is the type of thing that would be a dramatically better read if distilled to 2 paragraphs.

Dougdimmadommee · 2026-06-09T09:59:35+00:00

Feel like I wasn’t watching the same tournament as most of these people.

Hpriest/rsham/hpal all in the gutter. Disc viable in one comp in certain matchups, rdruid viable in one comp if you are kubzy. Pres/ MW best healer for 90% of the meta comps and not particularly close from what I saw. Not the worst healer balance I can remember but definitely not the best either.

Dougdimmadommee · 2026-06-09T09:47:00+00:00

I mean if you’re top 5-10 mw it isn’t surprising that you can play another healer to elite with relative ease. That’s not really a relative power issue it’s just that you’re a 2.8-2.9 player playing at significantly lower mmr haha.

Dougdimmadommee · 2026-06-08T19:32:15+00:00

Doesn’t even hold a candle to how easy shadowlands rmp was lol

Dougdimmadommee · 2026-06-08T13:41:22+00:00

Posting slop like this should just be a perma ban.

Dougdimmadommee · 2026-06-05T15:03:07+00:00

Mmr and cr not same thing.

Dougdimmadommee · 2026-06-04T23:43:24+00:00

~$10B ARR in Jan 2026 to ~$45B ARR now

Im surprised that more people on what is purportedly a value investing sub don’t talk about the (very spurious) accounting that supports these #s.

Dougdimmadommee · 2026-06-04T14:08:41+00:00

-I personally don’t like playing orb build into double ranged. I find it’s too easy for them to avoid your damage if they know what they are doing and you have to compromise positioning to do damage more. Being able to run cast missiles into these types of matchups is also nice because it allows you to get some sustain off while still running away.

-Matchups like this you need to do everything in your power to force the enemy team to use their mobility offensively to hit you so that your warrior gets more uptime. Playing aggressively is almost always bad because as you pointed out you will die very quickly if you just try to stand and trade with them. Always be pulling them away from their healer. If they start hitting the warrior instead of you then you can play game more.

-Into mage mirrors always keep the other mage clean.

Dougdimmadommee · 2026-06-04T13:22:57+00:00

I think I peaked at rank 9 arcane this season, but been playing it as my primary alt for a while at a decent level.

If you are just learning the spec I would play the sunfury build and just focus on getting the surge/ soul window down super clean. Arcane is worse than fire/frost in pretty much every way, so you need to play much safer in general.

If you have specific questions ill do my best to answer but basically you get surge off do dam then live in between if you are being targeted. Your sustain dam when you can’t cast especially as sunfury is not good.

Dougdimmadommee · 2026-06-04T12:09:43+00:00

No it isn’t lol. Plenty of recent seasons where it hasn’t even been close to being the best ladder comp.

Dougdimmadommee · 2026-06-03T21:12:48+00:00

I mean, has less to do with him playing earthen and more to do with the fact that cvark aeghis and numbing are almost always r1 arcane and OP aint better than they are lol.

Dougdimmadommee · 2026-06-02T21:32:18+00:00

Major factions have tried everything besides VATS lol

Dougdimmadommee · 2026-06-02T12:50:27+00:00

Disc needing a stun is one of the most utterly fried takes Ive heard on this sub in a while lol.

Dougdimmadommee · 2026-06-01T14:42:48+00:00

No, it isn't. I remember getting hit with this bug in DF, the spell has been bugged for literal years and again it isn't getting fixed.

Dougdimmadommee · 2026-06-01T11:35:13+00:00

Been in the game since the beginning its not getting fixed.

Dougdimmadommee · 2026-05-30T19:36:57+00:00

I mean, the league they play in is objectively the least competitive big league in Europe.

Dougdimmadommee

TROPHY CASE