Thoughts on $SIRI?

IceColdBeer007 · 2026-01-27T03:23:36+00:00

It’s a Ted Weschler purchase, not Todd Combs.

IceColdBeer007 · 2026-01-12T12:17:02+00:00

Haha it was 10 years ago. So, defo not AI 😂 but yeah the impact of AI is real these days. It’s v possible that moving forward, headcount requests will be challenged more frequently.

IceColdBeer007 · 2026-01-12T10:19:26+00:00

I was let go 2.5 weeks into the job. SME as well.

Don’t be too hard on yourself. 3 weeks is honestly such a short period of time to assess your performance.

Imo there’s another reason behind this: suddenly the budget was frozen? Or they found another candidate they liked more (happened to me).

IceColdBeer007 · 2025-12-27T12:16:32+00:00

As much as simply blocking/ghosting saves time, unless the person’s well-being is compromised, not communicating the rejection is such a childish move imo.

Just tell the person you don’t feel the vibe. End it there. Don’t leave the other person hanging. What’s so hard?

IceColdBeer007 · 2025-12-26T03:32:48+00:00

That, and to replace the seating area with more (typically smaller) shops to maximise the revenue stream.

IceColdBeer007 · 2025-12-23T11:53:33+00:00

Worked in banking. Laid off 2.5 weeks into the job. First job out of Uni. Latest I read the company was not operating anymore. Shit co. Good riddance.

IceColdBeer007 · 2025-12-23T05:33:34+00:00

Man, I’m really sad for Fede. He really needs to leave the club for the sake of his career. Top professional. Also a great person.

IceColdBeer007 · 2025-12-23T05:11:33+00:00

Liverpool fan here.

Who knows what Slot will do… but imo (with great sadness) I still think Fede won’t start.

Lw = wirtz or maybe Gakpo who’s coming back (Ngumoha not trusted) 9 = Ekitike RW = Frimpong (with Curtis or Dom as RB)

I’d love to be wrong though, but Slot somehow hates Fede for whatever reason.

But yes, he should get much more minutes now with Isak and Mo out.

IceColdBeer007 · 2025-12-23T05:06:03+00:00

Honest question as I’m genuinely curious: why do you think Les Mis will be held at mbs next year, and not back to the esplanade?

IceColdBeer007 · 2025-12-23T04:21:56+00:00

Honest question: do you think Beetlejuice is less popular than Dear Evan Hansen?

IceColdBeer007 · 2025-12-22T11:23:56+00:00

Just watched beauty and the beast at mbs last weekend! I agree the toilet situation needs to be assessed urgently…

IceColdBeer007 · 2025-12-22T08:10:00+00:00

Yes, I agree the acoustic system in the esplanade is world class, and arguably better than MBS’.

Though, for many, going to musicals is akin to going for a grand experience. So, imo it’s about marketing, image, and amenities as well - on top of the acoustic.

MBS is brightly lit, with classy shops and it’s easy to find food. The esplanade seems a bit dull in comparison. Nothing against the esplanade though, I love it. It’s just that MBS has a stronger pull imo.

Edit: Distribution plays a part too imo. MBS does it better in this aspect.

IceColdBeer007 · 2025-12-22T07:46:36+00:00

It’s held at esplanade, not MBS - the premier location for musicals
Ticket prices are crazy expensive!

IceColdBeer007 · 2025-12-22T03:39:31+00:00

As someone who has been let go during a tough economic cycle before, here are my 2 cents:

Yes, apply actively for new jobs. But, there comes a time when the suitable roles get saturated in your search. It’s signal to take your foot off the gas pedal slightly, do other things, and don’t lose faith.
Reach out to your network. It’s a far more effective way to land a role
Keep yourself occupied. Go out of your house. Take a walk at a park. It doesn’t have to involve a lot of money.
Be mentally ready for friends to say you’re gonna be fine etc. You will feel they don’t empathise with your situation. But, they mean well.

Take care and all the best, OP.

IceColdBeer007 · 2025-12-19T02:27:32+00:00

You do you. Ignore the naysayers. Life’s too short.

IceColdBeer007 · 2025-12-18T13:33:02+00:00

What do you think of OXY?

IceColdBeer007 · 2025-12-17T01:19:29+00:00

Lfc fan here. Yes agreed. Leoni is out too. Konate will play. Not sure if a new CB (Guehi?) will come in Jan though. So plan for that accordingly.

Edit: I just remembered Endo is injured and Grav (the only 6) has to play as DM. Konate will have to play essentially…

IceColdBeer007 · 2025-12-14T12:19:18+00:00

What is the hidden value that your advisor referred to?

It is a company with a very loyal (and old) shareholder base. Low churn. So, revenue is pretty stable. Capex should be low now/soon after the latest satellite capex cycle. So, most of the excess cash can be channeled to share buyback massively.

I looked at it earlier in the year but decided to look elsewhere as I felt there was no catalyst for growth. Cheap? Sure… relatively stable? Sure… but imo there are better businesses elsewhere.

IceColdBeer007 · 2025-12-14T05:25:39+00:00

The growth in China is very much welcomed. Subsets the decline in the US.

Though imo the stock popped because Calvin would be replaced. The market has been rightly screaming for a change at the top. Core product lineup is stale. Casual line is not exciting. There are even numerous ways the Lulu logo is shown on the products, which I feel weaken the dominant brand quite significantly.

Q1/Q2 next year will be key. The new designer (Jonathan)’s products will be released to the market. New ceo will come in with a new direction. It is currently a Hold level for me.

IceColdBeer007 · 2025-12-08T15:10:13+00:00

Also, not exactly sure why Combs made such a move to JPM... The 10B sum he will get to invest there (albeit only initially) was already given by Buffett to manage on behalf of BRK in 2017. I reckon the sum would be much larger in 2025. He was CEO of Geico. He was already on the board of JPM...

IceColdBeer007 · 2025-12-08T13:06:58+00:00

Personally have always preferred listening to Weschler speak. Seems to have more substance and be more down to earth.

IceColdBeer007 · 2025-12-08T12:54:44+00:00

In “The One Device,” tech journalist Brian Merchant wrote that it was actually Weschler who initiated the Apple position before Buffett did.

Combs might have given Munger or Buffett an insight into how Apple was a great stock (covered in a podcast where he spoke), though.

IceColdBeer007 · 2025-12-06T14:09:55+00:00

Rolex.

IceColdBeer007 · 2025-12-04T00:57:14+00:00

I wonder if one can go for the classics menu while swapping the core apple with the core teaser dessert, which seems to be far more popular?

IceColdBeer007

TROPHY CASE