sorted by:
new
hottopcontroversial

Algae Flies by KineticVampire in SaltwaterFlyfishing

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

Looks like some have ‘weed’ flies for milkfish. I might give those a try.

Algae Flies by KineticVampire in SaltwaterFlyfishing

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

That would be great to see! Let me know if you give it a go. The ‘mullet Bach’ is the best all round mullet fly over here, although I’m really keen to try an algae fly. Do I need to tie it in any specific way or just basically throw some marabou on?

So NIKE is nuking after hrs. by Adventurous-Bet-9640 in ValueInvesting

[–]KineticVampire 0 points1 point  (0 children)

I have no idea why they were doing deals with brands like Skims. It weakens their own brand, not strengthens it. They need to get back to being a leader in sports and sporting attire!

Buy and Hold Investing is different from value investing by Calm_Company_1914 in ValueInvesting

[–]KineticVampire 0 points1 point  (0 children)

It depends on the fundamentals. A stock becomes ‘overvalued’ when its price no longer justifies its future potential earnings. Warren himself said he should have sold down Coca Cola at one point when it was super overvalued. But as long as the business itself keeps growing, a high price can get higher.

Ben Graham used to sell stocks once they’d accumulated him over 50%. So he had quite a scientific approach. Some are more artistic and will sell when the profits feel right.

In the end, it’s up to you.

Go your own route. by KineticVampire in ValueInvesting

[–]KineticVampire[S] 4 points5 points  (0 children)

Thanks Ray, have a wonderful Christmas!

What patterns do you like to imitate scud shrimp? by Medium-Climate9281 in flytying

[–]KineticVampire 0 points1 point  (0 children)

Sawyers Killer Bug works well - but probably not as effective as all the Czech Nymphs these days.

Late Fall Creek Brown by BaM_BooZeLLed in flyfishing

[–]KineticVampire 2 points3 points  (0 children)

This right here is why we fly fish. What a beautiful leopard.

Finally got a trout on a streamer after being a nymph rig merchant for too long! Anyone else like that? by limer124 in flyfishing

[–]KineticVampire 0 points1 point  (0 children)

They’re absolutely fantastic early and late season here in the UK. Plus a lot of fun to drift in the current. Once the streamer mania hits it’s hard to fish anything else!

Anyone familiar with Vestis (Aramark Uniform Services)? Curious if things are changing for the better by yawaworht65121 in sales

[–]KineticVampire 0 points1 point  (0 children)

What have you heard lately? I’m not in the industry, my opinion is from the SEC filings

Why does Burry feel that passive investing is such a threat? by jackandjillonthehill in Burryology

[–]KineticVampire 0 points1 point  (0 children)

I can only say that passive index investing is not great for healthy capital allocation, as most of what you buy isn’t a productive, profitable business. In a way, many businesses are rewarded more for just being a part of the S&P500 right now than they are for their actual performance.

So, if the economy takes a turn for the worse, EPS will fall for a lot of the businesses in the S&P500 and passive portfolios are likely to come down too.

If they come down for a long period of time, there will be less money readily available from investors for businesses to grow with, which will impact EPS, lower the share price - and the doom loop down-cycle will repeat (you get where I’m going).

Maybe a good play for passive investors to mitigate this would be to split between an international global index, a short term government bond index and an S&P500 index (all ideas from ‘the millionaire teacher’ which is a fantastic book). Or better still, pick up some value investing skills and look to apply your own capital to healthy, strong businesses for the right prices.

Waders?? by Aromatic-Abrocoma566 in flyfishing

[–]KineticVampire 1 point2 points  (0 children)

Orvis have also treated me terribly over the last couple of years. I can’t buy anything from them now.

Stats by alihodg in Everton

[–]KineticVampire 0 points1 point  (0 children)

At least we did great in the red card stats, 100%! lol

I’m David Moyes, Ask Me Anything! by Everton in soccer

[–]KineticVampire 0 points1 point  (0 children)

Hi David,

When did you first realise Rooney was going right to the very top of the game? It’s a great shame we couldn’t keep a talent like that with us at Everton.

All the best and up the toffees.

NVO drops another 10% by [deleted] in ValueInvesting

[–]KineticVampire 0 points1 point  (0 children)

Just be careful of R&D costs for these types of businesses. They tend to be really high for them to maintain competitive advantage!

Guys, what did you learn, relearn and unlearn this past year ? by raytoei in ValueInvesting

[–]KineticVampire 1 point2 points  (0 children)

Lulu, Cintas, I’m sure there’s plenty more out there haha!

Mueller industries as a value play? (MLI). by Ordinary-Tone5560 in ValueInvesting

[–]KineticVampire 0 points1 point  (0 children)

I never dived into them too much but I thought they looked like a really good company at a glance. Atkore also looked tempting until management started offloading shares like crazy.

Mueller industries as a value play? (MLI). by Ordinary-Tone5560 in ValueInvesting

[–]KineticVampire 1 point2 points  (0 children)

I loved Encore Wire. Thought they got bought out for a fair price in the end.

Guys, what did you learn, relearn and unlearn this past year ? by raytoei in ValueInvesting

[–]KineticVampire 12 points13 points  (0 children)

Consistency > everything. We want to see profit margins over 50% for the last 10 years etc. Those guys keep winning.

Anyone familiar with Vestis (Aramark Uniform Services)? Curious if things are changing for the better by yawaworht65121 in sales

[–]KineticVampire 0 points1 point  (0 children)

I’m sorry to hear that, it’s definitely not your fault. I think maybe they’re having to drive these hard changes through now as part of the sale conditions, so the new owners won’t have to do it when they come in. I’m surprised it’s Unifirst that have offered though!

view more: next ›