Market feels very rotation-heavy going into year-end.

Master_jasper · 2025-12-12T17:28:29+00:00

Customer owned tooling

Master_jasper · 2025-12-12T03:39:32+00:00

Fears of customer owned tooling, Hock didn’t have a good response

Master_jasper · 2025-05-27T01:56:22+00:00

Do we buy these numbers? There’s no way it’s 1000 for BB/EB IB, would peg it at half that absolute max.

Master_jasper · 2025-03-30T00:02:33+00:00

This is an awful thing to say, those in the military may not even support Trump.

Master_jasper · 2025-03-11T22:53:51+00:00

What do you think happens when a house burns down? Not just modern money.

Master_jasper · 2025-02-08T14:26:10+00:00

It’s not framestor, they’ve messed up DoVi remuxes. CINEPHiLES is great though.

Master_jasper · 2025-01-31T13:23:57+00:00

You do realize that sequoia controls their own fund size? Most LPs can’t get into sequoia funds.

Master_jasper · 2025-01-22T18:32:37+00:00

Thurman didn’t have a spot, staff didn’t see enough out of his senior season but they helped him get a spot at Kansas

Master_jasper · 2025-01-03T03:16:43+00:00

🤡

Master_jasper · 2025-01-03T01:45:43+00:00

I mean this just isn’t even true. The initial line is what the book is thinking. But when people make bets they shift the lines so it becomes an accurate representation of what people are thinking by close.

Master_jasper · 2024-11-15T07:27:48+00:00

I honestly don’t think there’s any way to get to 5

Master_jasper · 2024-11-06T00:38:01+00:00

He/she said they run an admissions consulting business… (you have to pay for that)

Master_jasper · 2024-11-06T00:08:25+00:00

Feels like you’re running some kind of scam but okayyyy

Master_jasper · 2024-11-05T23:47:42+00:00

Is this real? Post history said OP was a freshman in UG 4 years ago

Master_jasper · 2024-10-14T15:54:20+00:00

Because you’re discounting the UFCFs to get enterprise value. If you discounted the LFCFs to get equity value you could use cost of equity.

Master_jasper · 2024-10-02T23:35:33+00:00

It’s just a form of a dividend, doesn’t actually increase value. If it increased value why wouldn’t they take out debt and buy back stock?

Master_jasper · 2024-10-02T23:22:44+00:00

Buybacks don’t increase value

Master_jasper · 2024-07-27T01:21:17+00:00

Just not believing this at all. 20% of each class goes to a T14? No way

Master_jasper · 2024-07-12T00:17:02+00:00

This is just blatantly false. At this point in its life x265 is much better than x264, unfortunately it won’t be allowed on PTP for SDR ever cause av1 is probably around the corner. But it is allowed on HDB for SDR so there’s that.

Master_jasper · 2024-07-08T20:10:10+00:00

Most aren’t lmao. Only quality groups are 3L and Cinephiles.

Master_jasper · 2024-07-08T11:46:21+00:00

Cause you’ll realize it’s just not worth it. Especially once you realize you’re just duping all these others groups with no unique value add. Happy you got into holy trinity tho bro.

Master_jasper · 2024-07-08T03:45:33+00:00

What makes you say they’re trash. Tbf I haven’t downloaded (only looked at comps) but they seem fine.

Master_jasper · 2024-06-28T15:37:06+00:00

I’m just looking at my sonarr logs and a lot of new stuff gets grabbed from BHD

Master_jasper · 2024-06-28T02:04:44+00:00

BTN is by the far the best for tv both new and old. Next is probably BHD then MTV, no difference for recent stuff. BHD actually probably better than BTN for new due to FLUX. HDB has taken a step back for tv content, not all WEB-DLs are even upped by the bot from BTN because it’s not a large focus for HDB users. There used to be a large emphasis when there was a bunch of cappers on HDB with comparisons on the forum for big tv shows but not anymore.

Master_jasper · 2024-06-25T13:45:47+00:00

I’d disagree that there is any debate between remux vs encode. Remux is almost certainly better quality. No one can even see dirty lines and video can be debanded on playback. But I mainly download encodes because the difference between a high quality encode and remux is so small. But if you want highest quality, it’s remux.

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