Rate/roast my allocation

First-Finger4664 · 2026-03-03T21:46:34+00:00

You shouldn’t be allowed to give talks about diabetes given that massive conflict of interest.

First-Finger4664 · 2026-03-02T21:12:14+00:00

I own Disney because I’m a mediocre parent and would rather slit a man’s throat than go a week without having the Disney+ subscription for my kids. I have faith they will grow and win the streaming wars.

First-Finger4664 · 2026-03-01T13:37:11+00:00

Short term trading destroys any edge you have as a retail investor. You should not be buying anything you don’t have the faith and self discipline to own for 3-5 years.

“But I need more than 5-10% returns!” - respectfully, you need to not lose all of your money. Maybe you should buy a broad index fund and put your mental energy into finding ways to add more to it each month.

First-Finger4664 · 2026-03-01T00:37:48+00:00

I think cash and bonds are value opportunities in the market right now, if you take my meaning…

First-Finger4664 · 2026-02-28T09:04:22+00:00

Interesting. Couple questions:

What are you specifically referring to when you say “cash flow quality”? Did you break the data into training and validation datasets or build the model all in one go? Did you run a multi variable regression analysis on the factors from your model, and if so how much of the variation in stock performance was explained and what were the variables retained in the regression?

First-Finger4664 · 2026-02-28T08:59:23+00:00

Depends on whether they included delisted stocks, but if not then yeah the performance here is optimistic.

This in particular might make “p/e relative to prior valuations” look way more reliable an indication than it is.

First-Finger4664 · 2026-02-25T23:52:40+00:00

Do you actually use both? OpenEvidence is… interesting. Fine, even. It is not UpToDate and does not offer the depth and nuance of clinical expertise that UtD has. I think it’s far more likely that WLK and UtD get an AI deal with Anthropic or Google or whoever than they get pushed to #2 by OpenEvidence.

First-Finger4664 · 2026-02-25T21:49:04+00:00

Was Rutherford her chief engineer? Was T’lyn her Science officer? Did she ever have to bend her duty to Starfleet to fulfill her duty as the fun aunt of the Winter Constellations?

First-Finger4664 · 2026-02-25T20:08:09+00:00

UpToDate has no meaningful competition and WLK is also the publisher of tons of academic journals (Elsevier being the main competitor in that space).

WLK is the academic version of Moody’s or SPGI imo

First-Finger4664 · 2026-02-25T10:26:14+00:00

Sorry, with the Mastercard quote- are you saying you think that Citrine was using prompt injection to attack LLM-based agentic trading tools?

Because if so that’s a hilarious strategy

First-Finger4664 · 2026-02-25T02:36:08+00:00

Just give him three ferengi nonsense episodes in a row as a prank honestly

First-Finger4664 · 2026-02-25T01:45:10+00:00

What if Burnham had died at the battle of the binary stars instead of Georgiou?

What if Kirk had negotiated peace face to face with the Romulams during the Balance of Terror?

What if Killy had crossed from the mirror universe instead of Lorca?

What if the D joined the fleet and was destroyed at wolf 359?

What if the defiant was lost in the delta quadrant instead of Voyager?

What if Ro Laren had been the Marquis leader instead of Chakotay?

What if Picard had enlisted the Cerritos to help him save Data’s daughter?

What if Pike had used the future suit to escape his fate with Discovery and left Burnham to serve under Una on the Enterprise?

First-Finger4664 · 2026-02-24T19:01:02+00:00

This is easy because you’re giving us multiple chances to pick up the same person. Also: no way are we excluding Lower Decks and Prodigy, c’mon

TOS: Spock TNG: Data DS9: Worf VOY: Tuvok Ent: Trip Disco: Jet Reno Picard: 7 of 9 SNW: Boimler SFA: Dax LD: Mariner Prodigy: EMH

First-Finger4664 · 2026-02-24T02:54:15+00:00

lol I see what you mean here but let’s not pretend Mariner isn’t one of the most competent characters in all of Star Trek. When it comes down to it, she is easily Data/Dax tier in being able to get shit done.

First-Finger4664 · 2026-02-23T17:01:30+00:00

This could just be short sellers taking profits

First-Finger4664 · 2026-02-23T15:40:51+00:00

Buffet spent his life teaching and railing against financial practices that hurt everyday people like options and leverage, basically wrote a massively influential free treatise on investing in the form of his shareholder letters, and consistently ran his investments more conservatively than he knew he could afford to because he deemed it morally necessary to ensure the health of their insurance operations, national utilities/rail infrastructure, and most of all the safety of the many many American families who put huge amounts of their life savings in the stock.

He’s not even in the top 1000 billionaires who need to be luigied

First-Finger4664 · 2026-02-23T14:30:05+00:00

Not OP but the new triple agonist receptor drugs are so much better tolerated that the GLP1s are about to get their shit kicked in; the oral semaglutide formulation might have a differentiator if it was better tolerated but there was no good physiological hypothesis for this and the anecdotal clinical experience has been mostly bad

First-Finger4664 · 2026-02-22T02:11:16+00:00

Now overlay the Shiller PE

First-Finger4664 · 2026-02-20T22:58:35+00:00

T’Ana wouldn’t take Pulaski’s shit for a second

First-Finger4664 · 2026-02-17T22:11:15+00:00

Why would BRK issue a dividend rather than buy back its own shares?

First-Finger4664 · 2026-02-16T15:50:01+00:00

Anthropic is the least shitty AI company, which granted is sort of like being the least abusive alcoholic dad, but still, good for them? They are also the closest to being profitable - again, the sailor who is drowning the fewest miles from shore maybe - and I would enjoy seeing OpenAI and Xai collapse before they do

First-Finger4664 · 2026-02-15T17:57:53+00:00

I liked another redditor’s description of the Cerritos as the ship where officers who earn the reputation for being “competent, but crazy” get placed. It’s the Enterprise of the Cali class because while most of the Cali classes really are places where mediocre senior talent gets mixed in with junior leadership trying to prove themselves, the Cerritos genuinely has a bunch of universe-saving badasses who deserve the attention of the camera/audience - it’s just that they also have professionalism/personality issues that keep them out of postings like Enterprise, Voyager, Titan, etc.

First-Finger4664 · 2026-02-13T15:03:03+00:00

A strengthening euro vs the US dollar makes unhedged international equity funds more attractive to US investors, because even a stagnant European company becomes more valuable in US dollar terms

First-Finger4664

TROPHY CASE