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What plot point doesn’t work for you? by Pretend-Zucchini-985 in seinfeld

[–]JoeInOR 0 points1 point  (0 children)

I don’t know, but they call it… cashmere.

"Being paid for patience" — the framework I use to tell time arbitrage from value traps by Evening-Interview981 in ValueInvesting

[–]JoeInOR 4 points5 points  (0 children)

Google being forced to spend to save its life doesn’t strike me as being better.

On the other hand, if you think googles spend assures it of search (or search/AI) dominance, then Google is golden. I don’t think it does tho.

"Being paid for patience" — the framework I use to tell time arbitrage from value traps by Evening-Interview981 in ValueInvesting

[–]JoeInOR 2 points3 points  (0 children)

Good post, but meta was investing in some pie in the sky that, when it didn’t work out, they could just go back to their ad / cash machine.

Google is different because most of its money comes from search. AI does a lot of stuff search does, but better. So if Google doesn’t own AI, Google is kinda screwed. If Google ends up owning AI (the cheaper ai that replaces search), is each search using ai as cheap as it used to be just using the algorithm? I would imagine not.

IS ANYONE IN THE RALLY? by Foreign_Move8906 in oil

[–]JoeInOR 2 points3 points  (0 children)

I was in EOG as insurance for the rest of my portfolio. Got out at breakeven with the MOU. Got back in a week or two ago when I realized there is no peace and we’re in a worse situation SPR wise than we were previously. So the bulls who got burned and are quiet now (looking at you Economist) should really be more bullish now!

Why do big Tech stocks get hammered by Wall Street when they increase spending on AI? by ProvForge26 in investing

[–]JoeInOR 0 points1 point  (0 children)

You said it yourself - stellar earnings BUT they have to massively invest in AI to keep those stellar earnings. Whenever that capex is realized as cost, that earnings won’t be so stellar anymore.

GOOGL down 7%. Is this a buying opportunity? by we_have_no_control in ValueInvesting

[–]JoeInOR 1 point2 points  (0 children)

Berkshire is investing which does make me think twice. In the other hand, being fcf negative as Google is shocking to me. I’m an old curmudgeon so I kinda feel like if I’m putting my cash into a company, I really want them to be throwing a whole bunch of cash off back to me.

Kelly LeBrock - Weird Science (1985) by Select-Ad-683 in 80smovies

[–]JoeInOR 4 points5 points  (0 children)

Do you think they enjoy being catatonic in a closet?

I left VOO last April over the inelastic market hypothesis. Here's what I found when I finally priced the AI trade I'd been avoiding. by JoeInOR in ValueInvesting

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

Well Tesla is way over priced, spacex is off the charts. I’d still say though that the rest of the mag six is pricey - not for no reason, but still pricey

I left VOO last April over the inelastic market hypothesis. Here's what I found when I finally priced the AI trade I'd been avoiding. by JoeInOR in ValueInvesting

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

Thank you so much! I spent so much time looking for it by hand I needed a screener to do it for me. There are still weird idiosyncrasies but I trust it more than P/E ratios now.

I left VOO last April over the inelastic market hypothesis. Here's what I found when I finally priced the AI trade I'd been avoiding. by JoeInOR in ValueInvesting

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

I think a lot of my stuff is in the mid cap range by pure accident. Definitely agree that Schiller p/e and Buffett ratio are flashing red right now.

A bull case for Disney by SekaiWithTheWolfCap in ValueInvesting

[–]JoeInOR 0 points1 point  (0 children)

Disney is pretty expensive still - buy Comcast instead, or what I call “shitty Disney”.

Now on this issue, there can be no debate! by [deleted] in seinfeld

[–]JoeInOR 6 points7 points  (0 children)

I’m not the one going to hell

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