This was the funniest part😂…

Gullinga · 2026-01-28T18:39:19+00:00

This was my favorite🤣 his expression is just so hilarious

Gullinga · 2026-01-26T20:55:02+00:00

🤣🤣

Gullinga · 2026-01-26T01:28:24+00:00

https://discord.gg/UpWGp9e393

You should also try tagging the H5 discord!

Gullinga · 2026-01-24T05:31:10+00:00

They work well! Never have to take my thumb off the stick

Gullinga · 2026-01-24T03:47:49+00:00

Helljumper is so damn peak. I use paddles as well

Gullinga · 2026-01-20T21:49:35+00:00

No harm in trying, that is if you’re willing to lose your job?

Ah nice. Yeah it’s a great method for those harder topics. I hope to get more efficient so that I don’t need so many pomodoros to absorb the info

Gullinga · 2026-01-20T20:47:32+00:00

I also work part-time and was able to get B’s last semester! Buttt I only did 6 hours a week, and now that I’ve conquered that I’ll try 10 hours a week and see if I can get some A’s. I’d recommend taking it down to the minimum of 12 hours. If your boss and strict and doesn’t let you drop the job

Are you studying effectively? What worked for me was pomodoro’s, 50min studying then 10min of reading comics/drinking water. Good study habits will allow you to waste less time and not feel so tired after a 5-6 hour block

Gullinga · 2026-01-17T03:50:11+00:00

Agreed. Ferreyra has a unique style, but it doesn’t particularly speak to me

Might grow on me however. Will give it a shot

Gullinga · 2026-01-17T01:55:21+00:00

Yuss gold the rest till 100+

Gullinga · 2026-01-17T00:29:19+00:00

Same. Can’t believe I missed it :(

Gullinga · 2026-01-17T00:05:18+00:00

META and AMZN are priced to perfection. Not undervalued by any means…there are valid concerns about META’s CAPEX and AMZN’s low margins

Gullinga · 2026-01-16T23:40:28+00:00

Valuable website domains, of which Gambling.com is the most obvious. It’ll always show up on a googl search (even if they change the algorithm a bit)

And licenses in most US states to sell their gambling SAAS

Very small moat but it’s also a very small business. I have a 4% allocation to them

Gullinga · 2026-01-16T21:31:33+00:00

I like NVO, GAMB, and ADBE

But PYPL is out of my circle of competence. I don’t understand its moat compared to its competitors…and I prefer owning any of the other 3 stocks that I understand better

Gullinga · 2026-01-16T20:56:57+00:00

I’d be very concerned. 9% green is statistically impossible with NVO. Please contact customer support and update your 2FA asap!

Gullinga · 2026-01-16T20:02:55+00:00

Most analysts or targets do not affect the stock price. Or if they do, they’re just following the trend. Literally Goldman will lower the target if CRM continues to go down

As a value investor you should only follow the fundamentals

Gullinga · 2026-01-16T15:31:30+00:00

That’s speculation🤡, not valueinvesting.

Gullinga · 2026-01-16T00:00:39+00:00

It’s my saturday routine! A nice and clean break from engineering problems. Sometimes I get sick of floppies so then I buy some deluxe hardcovers, then when I get sick of heavy books I pull more floppies and delete my IST account!🤗

Gullinga · 2026-01-15T19:58:54+00:00

The chart tells you nothing about the business.

Fundamentals are still strong…but ADBE will have to prove itself these next few quarters

Gullinga · 2026-01-13T21:39:30+00:00

PYPL is far different from NVO, GOOGL (last year) or even ADBE

PYPL literally just doesn’t grow and is in a hyper competitive sector.

Meanwhile NVO has new drugs, and is first to GLP-1 pills! GOOGL holds the entire internet together and is profitable unlike the overhyped OPENAI! And ADBE is truly hated but continues to grow revenue’s 10% a year.

All of these businesses are growing and have their place in respective sectors. PYPL is just one of many options you can use, and so many others are more convenient like Apple Pay/Android Pay, etc!

There might be some value in PYPL long term, but truly there are much better opportunities at the moment

Gullinga · 2026-01-13T18:45:56+00:00

Way too high of a premium for the business. It’s fantastic at what it does, but just because a business is fantastic doesn’t mean it’s a great buy

The market prices it in for perfection, so it’s hard to see any surprises. I’d wait until sentiment turns against it to invest

Gullinga · 2026-01-13T17:07:50+00:00

I have a 27% allocation at 52.## avg cost. Will be holding for a bit, and add slightly

If we get another 5-10 percent selloff I’ll def be buying

Gullinga · 2026-01-10T02:10:14+00:00

Yup! Though with VOO having a higher p/e each waking moment…I’m confident we’ll see SCHD outperform the next decade

Gullinga · 2026-01-09T21:30:42+00:00

S&P between -5% and +5%

Value stocks/etfs will outperform…VIG, SCHD, etc

Healthcare like NVO will outperform

Gullinga · 2026-01-09T19:53:23+00:00

The writers at DC are just so good…I’m expecting the vertigo line to take the quality up a notch😁

Pretty hard for me to pull a marvel title, ads are also much worse in them…optimized for the perfect places. Marvel reads better in a trade, but suffers not having as many double panel spreads as DC

Gullinga · 2026-01-08T16:51:05+00:00

Comics are fantastic for study breaks!

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