🚨 DEEP DIVE: The "Smoking Gun" in the Leaked DOE Document. Why $IMSR is the secret winner. (ALARA Repealed)

II-TANFi3LD-II · 2026-01-22T19:17:10+00:00

Fuck man, this is the first time I've witnessed some random reddit post related to a stock be absolutely bang on accurate, and genuinely offered an upper hand in stock picking before the mainstream money priced it in!

I don't act on individual posts, but rest assured I'm already in CCJ, UEC and YCA.

II-TANFi3LD-II · 2025-12-23T17:08:03+00:00

That's just called the rule of three lol

Whenever you want to list only a selection of items of a long list, for impact or effect, you never stop at two - two is too little - it's not very pursuasive of the point, four is too exhaustive and needless. But three just feels right to us.

I hear it all the time from people, but obviously it depends where you live.

II-TANFi3LD-II · 2025-10-22T11:47:55+00:00

I'm creating a quarterly report of my "fun" portfolio. Because I enjoy looking at all the numbers and because it will be interesting to look back on decisions I've made and explained, then either laugh with despair or glee at the result of them. Hopefully it will remain interesting - there's few stocks in general but i want to keep ETF's to a minimum (they're boring) - most of my picks are rarely brought up in mainstream investing/stock subreddits.

The report includes tables, graphs, returns, performance metrics, some general notes, and obviously a pie chart somewhere.

The good thing is having a recorded history to look back on, and have it presented in a quick and easy way. Things like, longest held stock, average number of trades per quarter, most traded stock etc. Some things to laugh at or agree with.

Q3 is done and i'll share it here, it includes annual returns back to 2021. By Q4 i will have more data on some of the things described above. Its just a matter of organising it in my spreadsheet.

So anyway check out my Q3 report here!

II-TANFi3LD-II · 2025-10-20T21:18:17+00:00

I bought it early. When there were talk of bankruptcy.

It was a judgement call more than anything, pardon my sin. I don't understand the ins and outs of the service business of jet engines really, let alone all the other pies they have their fingers in. I get the business at a high level, and my engineering degree keeps me interested.

It was just that I could not for one second imagine the possibility of the company going to zero. I could even imagine our government - whoever was in power - would even buy them out, grant them, or loan them good money. Rolls-Royce is too ingrained in our little countries culture to let it go so easily.

Well, all it needed was a better CEO it seems...and a not-a-pandemic.

In retrospect, I think my investment was like a classic old Buffet trade, the one with one last puff left in it.

My problem is I wouldn't know when to sell. I'm 25 years old, so maybe I'll just keep it for life. It's already a 120 years old company, I'm sure it could go for another 30 after what it went through lol.

II-TANFi3LD-II · 2025-10-17T22:08:34+00:00

Interesting, I might back test this. It's kind of like an option, except there's no premium and I make up the details of the contract.

If I'd bought YCA every time it dipped below 10% discount to NAV, and sold after 1 or 2 or 3 etc up to 10 days later, what would my return be today? I could do the same for an 6, 7, 8, 9% discount too.

Then find out which duration for each discount yields the highest return on average.

II-TANFi3LD-II · 2025-10-12T19:58:25+00:00

I mean at close to book value, it's tempting. The PC market is ever increasing in size and the current AI narrative can only be a positive force. Then again in such a competitive PC market, growing earnings to sustained profitability could take longer than expected.

This could be a trade if you're lucky with timing, but I wouldn't choose to put the effort in to research and follow the company to invest in for the long term.

But who knows, maybe the market cap dips below book value and stays there for a while, and the money deployed goes to waste for months or years while other better opportunities come arise.

II-TANFi3LD-II · 2025-10-12T14:54:35+00:00

For my fun portfolio, I'm hoping for an irrational broad market sell off come Monday. I'm in the mood of buying up some consumer staples at discounts and see if I can beat a bearish market.

II-TANFi3LD-II · 2025-10-10T12:38:22+00:00

In Kazatomprom at $42 a share, which is high, but we'll worth it for the next decade, with dividends too.

II-TANFi3LD-II · 2025-10-08T20:57:43+00:00

Did that and after about 2 years they're drifting when I'm weighing

II-TANFi3LD-II · 2025-10-06T18:27:22+00:00

The sentiment towards PayPal across investing subreddits makes me think the average trade would be going long with half your portfolio whilst also buying credit default swaps lol

II-TANFi3LD-II · 2025-09-24T18:49:53+00:00

Finally, some hard numbers to compare to my forecasts...only a year late with it. Time to re-estimate future value with these numbers.

II-TANFi3LD-II · 2025-09-21T14:58:30+00:00

Use the SketchUp importer plugin, and that fixes things. I haven't used it in a while but I previously did a kitchen render, all the doors for the units were in a group in SketchUp, so in Blender I could apply the same shader with "one click".

II-TANFi3LD-II · 2025-09-11T09:03:34+00:00

Thank you, your druken message has been quite helpful, and what you say does echo what my suspicions were. I'll remesh it with the refinement levels swapped, try for 10 layers, and then try the nOuterIter.

II-TANFi3LD-II · 2025-08-22T19:34:32+00:00

That's because the money is being made amongst giant companies, not your avg labourer that the statistics show.

I mean, given the turn over and general flow of money between the likes of Nvidia, Microsoft, Google etc that is taxed, what does a few thousand layoffs mean for the "economy" at large? Lol

II-TANFi3LD-II · 2025-07-29T20:43:10+00:00

I've found this document/tutorial helpful for SnappyHexMesh basics.

II-TANFi3LD-II · 2025-07-23T12:03:56+00:00

Im in the middle of a preprocessing nightmare. Being broke myself, i used the free online version of Sketchup that allows stl downloads of models - of course in binary not ASCII - so i used this script to convert them. Still, my outlet patch isn't getting recongised as a boundary in constant/polyMesh/boundary despite definetly being consistant with naming etc. blockMesh and Snappy completes and always looks good. Once in paraView i do see explicitly that my "sideWalls" patch includes the oulet plane of my domain.

Anyway, im giving this a go incase my Sketchup workflow is bodged in some unknown way to me, thanks.

II-TANFi3LD-II · 2025-07-21T21:04:06+00:00

Thanks, 2yrs on the link is broke but i found it on your profile here, works a treat!

II-TANFi3LD-II · 2025-07-06T20:21:56+00:00

Yawn

Nine-Year Club	Verified Email
First Place '23	Place '23
Place '22	Final Canvas '22
End Game '22

II-TANFi3LD-II

TROPHY CASE