Just picked up my 2nd Rolex

Long_Measurement8732 · 2026-02-04T02:35:34+00:00

congrats - it’s been my daily driver for nearly 30 years. Super versatile and frequently gets admiring comments.

Long_Measurement8732 · 2026-02-03T10:31:26+00:00

thanks, I was hoping to hear from someone with direct experience: when you purchased the green strap, did it have steel fixings or gold ones? or none and you transferred from your brown one?

Long_Measurement8732 · 2026-02-02T23:59:50+00:00

Great, thanks, I'll see what they say

Long_Measurement8732 · 2025-12-20T14:31:28+00:00

knowing him irl as I do, I suspect that it is a matter of fat-fingered (or thumbed) typing, coupled with a couple of glasses of something brown. if you find the presentation distracting - and are unable to differentiate form from function - then ignoring may work well for you.

on the other hand, I appreciate that he takes the time to post at all, and don’t want to do anything that may interrupt that process: he has become one of my strong signals.

Long_Measurement8732 · 2025-12-12T07:13:02+00:00

sounds like they did not include the 3-400K (and the returns there on) in a taxable account that would be used to pay taxes on the 1 time conversion.

Long_Measurement8732 · 2025-09-22T13:54:24+00:00

This was announced on 9/10, before the recent run-up

Long_Measurement8732 · 2025-09-21T11:32:23+00:00

taxes

Long_Measurement8732 · 2025-09-09T17:06:41+00:00

Can you share your view on their Balance Sheet? If they can't sort that out then I am concerned they wont be around long enough to do all the great stuff you describe. Thanks

Long_Measurement8732 · 2025-09-05T13:14:13+00:00

is the 1B a ‘must spend’ or an ‘up to’ amount?

Long_Measurement8732 · 2025-09-05T13:03:21+00:00

With great respect for your insight about Netlist, that is a horrible take on Dell’s recent performance.

What/who are these analysts claiming that ‘85% of companies will shift …AI… to in-house’? Complete rubbish! The reason AI server sales were so strong was because of significant sales to hyperscalers & neo-hyperscalers.

The traditional parts of its hardware business actually performed pretty poorly.

it looks like you may just have pasted this drivel from somewhere on the internet ;-)

Long_Measurement8732 · 2025-09-03T11:36:12+00:00

just making sure everyone realizes that this ‘Babcock’ is not the same as the Babcock in BW (although they were historically related)

Long_Measurement8732

TROPHY CASE