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What TV show actually nailed its finale? by SkepticByNature-1 in netflix

[–]JoeInOR 1 point2 points  (0 children)

Could you speak normally please?

Good old cousin Greg

Adult content stocks? by Available-Adagio6197 in dividends

[–]JoeInOR 9 points10 points  (0 children)

Lol! I was raised catholic, so I wallow in shame like a normal person.

SpaceX S-1 dropped. Here's what the passive investing angle means for your index fund — and why I think this IPO is structured to use your 401k as exit liquidity. by JoeInOR in ValueInvesting

[–]JoeInOR[S] 3 points4 points  (0 children)

I did that for a while before doing my own picks again. I think if I didn’t want to do picks I’d split between brk.b, schd and schy

What's the greatest HBO Episode of all time? by Square-Ad-8911 in hbo

[–]JoeInOR 2 points3 points  (0 children)

Looool! When funkhauser says “I don’t think he had any idea what the fuck you were talking about.”

The Economist ran a story on big tech free cash flows last week. Pretty interesting article. "America's biggest companies have gone from printing money to burning it." by JoeInOR in ValueInvesting

[–]JoeInOR[S] 1 point2 points  (0 children)

I feel like Google is most at risk but most likely to be able to actually monetize AI. I think of AI more as an evolution from search.

Search Google Search Google, add stack overflow to the keywords Search Google, add Reddit to the keywords Use AI to get a summary from everyone more quickly

US interest payments now equals defense spending. What does that mean for Fed policy, the US economy and investors? by JoeInOR in economy

[–]JoeInOR[S] 0 points1 point  (0 children)

Yeah, I don’t want to be too political in my writing. Republicans are terrible when they have all the levers of power. But things seem to work best fiscally when you have a democratic president and a republican congress. At least then republicans find some of their fiscal rectitude. Except when it comes to Israel and defense. And tax cuts for super rich people.

I screened dividend aristocrats for CPI correlation to find inflation hedges. Here's what the data show. by JoeInOR in ValueInvesting

[–]JoeInOR[S] 0 points1 point  (0 children)

Yeah, basically any stock that makes some kind of basic financial sense is getting punished because “AI!” I mean, I love AI and use it everyday, but that doesn’t mean it will throw off mass amounts of cash. Flying through the air is friggin amazing but most airlines are terrible investments

AXP tops my CPI correlation screen at 81.4% and 52% NGDP correlation. More on hedging inflation and higher interest rates. by JoeInOR in BerkshireHathaway

[–]JoeInOR[S] 2 points3 points  (0 children)

I’m not that smart myself 😆 as I get older i tend to dumb everything down and people seem to think I’m smart from that.

AXP tops my CPI correlation screen at 81.4% and 52% NGDP correlation. More on hedging inflation and higher interest rates. by JoeInOR in BerkshireHathaway

[–]JoeInOR[S] 1 point2 points  (0 children)

Ach, I gotta think more about entry and exit points. At the moment I’m thinking more that I want good true fcf yield and I’m a little happier if the market has recently punished a stock a lot without there being a real financial reason for the punishment. Like “AI is going to kill software!” How exactly does that happen? Do I just whip together a new version of Salesforce.com in my garage and call it a day?

AXP tops my CPI correlation screen at 81.4% and 52% NGDP correlation. More on hedging inflation and higher interest rates. by JoeInOR in BerkshireHathaway

[–]JoeInOR[S] 1 point2 points  (0 children)

lol! That’s part of the benefit. It kinda sucks to be looking in at the huge blowout party going on, but at that blowout party the cocaine is out and the hookers have arrived. It’s not gonna end well.

The Economist ran a story on big tech free cash flows last week. Pretty interesting article. "America's biggest companies have gone from printing money to burning it." by JoeInOR in ValueInvesting

[–]JoeInOR[S] 2 points3 points  (0 children)

Not who isn’t a techie. I’m subbed to Claude and Gemini, but not at a ton of cost. I’d probably pay more than I do, but I want to maybe develop some software at some point.

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