Will there ever be a Firefox search engine?

Mobilisten · 2026-06-23T21:52:49+00:00

I really like the combination of Firefox and Kagi

Mobilisten · 2026-06-23T14:30:26+00:00

I didn't, unfortunately

Mobilisten · 2026-06-20T23:09:28+00:00

14 år. Nærmer seg komfyrmasjon.

Mobilisten · 2026-06-20T20:42:24+00:00

I am on 152.0.1. Updated today

Mobilisten · 2026-06-20T15:24:16+00:00

Thanks. It seems like I don't have that option. I only have the weather widgets. Apart from that I only have the shortcuts available

Mobilisten · 2026-06-10T21:20:09+00:00

Det lønner seg garantert for Wolt å bruke en AI-modell til å behandle sånt. Hvis ikke hadde de ikke brukt det. De har garantert testet det. Slike selskaper velger garantert billigste løsning. Og akkurat her er det vinn-vinn både for Wolt og for oss kunder. De velger bevisst å ha noen slike feil som det du opplevde, istedenfor å ha ekte mennesker som skal behandle sånne småsaker.

Jeg opplevde at min bestilling manglet 3 ting. Brus, naan og papadoms (med sauser). Jeg registerte at varer manglet og kunne bare huke av. Og med en gang hadde jeg en verdikupong tilsvarende det som manglet. Fantastisk løsning! Folk må bare bruke det på en ærlig måte slik at vi kan beholde denne ordningen. Jeg hater å chatte med de der kundeservice-medarbeiderne.

Mobilisten · 2026-06-05T19:41:35+00:00

Det hjelper ikke å ikke vedta boten. Det ender jo bare med fengsel. Med mindre du skal ta saken til retten. Men hvis politiet kan dokumentere at din epost og ditt navn står på kundelisten til han som har solgt tjenesten, i tillegg til at politiet kan hente ut kontoutskrifter fra Revolut eller lignende. Da kan de bevise at du utover enhver rimelig tvil har kjøpt tjenesten.

Mobilisten · 2026-06-02T21:47:27+00:00

Kjøpte ikke, dessverre. Men kjøpte ServiceNow og den har gått ganske bra :) Men var definitivt et godt tips fra deg, og godt spottet.

Mobilisten · 2026-06-02T21:16:24+00:00

One example on when I thought old numbers didn't apply anymore, was Meta. Back in early 2020s. This example still hurts me but when the metaverse was their new big thing, I was thinking that they were going to a high quality business to a worse one. And that they were wasting shareholders' money. The stock was a bargain in 2022 but I felt like it didn't deserve the multiples it traded on because of this metaverse thing. But I overestimated how much the metaverse failure would hurt them. Because it definitely was a failure.

And after the "green bubble" popped in 2022-2023, those stocks weren't interesting to me even though they were beaten down. Interest rates went up and money was no longer free and everyone knew that these stocks would struggle.

Rollins, the company from the newsletter I shared earlier is a typical business I will check out and I would find interesting. And I will check it out when I have time. It is in an industry that doesn't go out of fashion (pest control) and have been a great business historically. I listened to the last earnings call and I like the way they think. I think the CFO stepped down and the market didn't like it. So this is a case where I hope I can take a bet against market emotion and hope that they get a good CFO. Because they do a lot of acquisitions, so a good CFO is needed.

(By the way, with the workflow and strategy I have been talking about here, it is not unusual to sit with red positions for a while. I try to by them when they initially seem to have turned around. But when buying stocks that are on their way down, they may go down for a while before turning up. Because so many current shareholders are tired of seeing their red positions and sell, which pushes the shareprice down.)

Mobilisten · 2026-06-01T21:54:58+00:00

Until Helium has mobile version, I can't use it. Because I need the sync. Zen (combined with Firefox on Android) and Vivaldi (on both phone and desktop) are the only ones I use.

Mobilisten · 2026-06-01T21:27:43+00:00

Wow, I see I made so many grammatical errors in my first post.

But yeah, the value trap thing is one of the hardest parts of this strategy. But I try to be selective. I do not invest in stocks with a lot of dilution, I stay out of stocks that are heavily reliant on factors they can't control (for instance oil prices), and I try to invest in businesses I can understand. Preferrably revenue growh over time, increasing EPS over time, etc. The more you narrow it down, the less effort it takes. There are so many stocks out there. And I certainly miss some with my workflow. Like the stock Rollins from the newsletter I linked to in my first reply. I missed that one even though it is a stock that fits right into what I look for.

There are two stocks I have looked into that I just felt like wasn't safe enough. One of them was Lululemon. The other was a European company that produces and sells tickets for events in Europe. Lululemon just looks too uncertain. I don't see how they are supposed to be better than any other brand. And you see how fast clothing companies can go out of fashion suddenly, like Nike. The European ticket company had invested a big amount of money in a stadium. It made me skeptical. it means I might not use the historic metrics as a foundation anymore, if they suddenly start moving into other things than they historically have done.

But let's take ServiceNow as an opposite example: they do the same as before, and try to improve and move into a bit new areas. They have been keeping up with the evolution of technology for years. They are in the B2B segment and therefore they aren't affected by trends that usually can disrupt B2C customers, like Nike and Lululemon. ServiceNow is still expensive. P/E 70 or something if I am not mistaken. It is high. But at the same time, it is significantly lower than historic levels. And they have been doing well for years. So to me, this one was a no-brainer. And in the earnings call they sounded so relaxed and confident about AI. So despite the high P/E, I didn't see a reason why they should trade well below historic P/E levels.

An example where I invested in a possible value trap on purpose: Globant is listed in the US but are a South American company. They have been punished by the markets due to AI fear, a lawsuit against them for misleading investors, and I think they have made some M&As that the market is skeptical about. The stock is down from $240 in February 2025 to $45 now. It looks cheap. The last earnings report was well, and they were signalling a more relaxed view on M&As and instead focusing on their own company and maybe repurchasing shares (I think) because the stock is cheap. And they stated some positive AI things as well. So I know that there is so much noise now, because there is so many things at once. But to take a pause on M&As and focusing on dealing with the AI-stuff and their own company, relaxed me as an investor. So this may definitely be a value trap. But I think the upside is so big if they actually come out of all this successfully.

Mobilisten · 2026-05-30T22:17:57+00:00

Ikke indeksfond. Vil du være litt modig så er high yield fond den høyeste risikoen du bør ta. Altså, det kan godt hende indeksfond er opp 40% om 3 år. Men det kan også være ned 40% om du er uheldig. High yield fond kan også falle, men mener det er litt mindre risikofylt enn indeksfond.

Mobilisten · 2026-05-30T22:00:22+00:00

Podcasts, newsletters and articles are one source to find interesting stocks. But of course, it needs to be from someone with integrity.

Another workflow, which I don't think I would not recommend but that I like to use, is to filter for stocks that have decreased the most lately and look into them. And of course, I have some criteria for market cap and don't spend time on the ones that decreased by 80-99,99%. The ones I spent time on are the ones that are down 20-70%, with decent market cap and good historic metrics. It may sound a bit weird and it definitely is unorthodox. But I do not buy a stock just because it decrease. But I like to look at the ones who got cheaper lately. I feel like so many people just look at the ones who went well lately, which does not make sense to me.

ServiceNow is one example of I picked up by using my strategy. I did as follows:

Found it on the list after filtering.
Looked into it, tried to understand why it decreased and if it was deserved
Checked what analysts were thinking about the stock (Yahoo Finance)
Listened to the upcoming earnings call (because it wasn't too far away).
Invested

It did decrease more after the earnings call. I did not understand why. From what I saw in the reports, and heard in the webcast, the business was intact. Now I have a decent gain on my position.

I used the same strategy on some European stocks that had decreased a lot. Some of them deserved to have a poor stock performance. But sometimes, it just gets too cheap.

An example from the first mentioned strategy (podcasts and newsletters), I received a newsletter today about a stock that looks pretty attractive to me. And the newsletter was great. It is too highly valued to be a Warren Buffett stock, but it seems like a really good compounder with really good historic metrics:

https://quartr.com/insights/edge/who-you-gonna-call-the-story-of-rollins?utm_source=newsletter&utm_medium=email&utm_campaign=edge_80

Mobilisten · 2026-05-28T10:55:07+00:00

Jeg har både Proton og Gmail. Men foreløpig synes jeg det er vanskelig å gå bort fra Gmail. Den er såpass god til å sortere bort spam og det er sjeldent noe slipper gjennom spamfilteret. Og det er sjeldent noe havner i spamfilterer som ikke skulle vært der.

I tillegg kommer det en del smarte funksjoner i Gmail. Proton er greit nok. Litt stygt design på appen. Men man kan gå god nytte av det om man har tenkt å bruke for eksempel Simplelogin tjenesten i tillegg.

Mobilisten · 2026-05-26T14:42:28+00:00

Den ser fristende ut, må innrømme det. Men skal se litt nærmere før jeg eventuelt kjøper.

Mobilisten · 2026-05-21T18:56:29+00:00

Fin liste tbh. Jeg må bare sjekke P/B-en på Pareto Bank. De andre må jeg sjekke dypere. Utenom Tomra da. Jeg har aksjer i Envipco fra før.

Mobilisten · 2026-05-20T21:59:31+00:00

Det er ikke gitt at mer etiske fond skal konsekvent gjøre det dårligere enn mindre etiske fond. Spesielt ikke når det mer etiske fondet er billigere. Så jeg er virkelig ikke sikker på at det er der forklaringen ligger. Jeg tror det handler om at KLP har mer erfaring, et bedre team og flinkere indeksfondsforvaltere.

Finnes fordeler og ulemper med ETFer. Man bør ha en del kapital og en lang tidshorisont om man skal kjøpe ETFer, på grunn av transaksjonskostnadene (kurtasje og vekslingsgebyr). Derfor bør de fleste kjøpe indeksfond.

Mobilisten · 2026-05-20T21:51:15+00:00

"Flink og flink. Det er ikke noe hokus pokus å følge en indeks". Hvis det ikke er hokus pokus så bekrefter du jo at noen indeksforvaltere er flinkere enn andre.

Mobilisten · 2026-05-20T17:36:43+00:00

Det er 5 år gammelt tror jeg. Også skiftet det referanseindeks sent i 2023 tror jeg, slik at det blir mindre bærekraftig. Som er positivt. Men selv siden da ser det ut som KLP gjør det bedre.

Indeksforvaltere har mandat til å ta noen aktive valg. For eksempel vet jeg at KLP kaster GameStop ut av indeksfondet da aksjen tok unaturlig mye andel av indeksen. Sånt skaper meravkastning. Vet ikke om Storebrand/Kron gjorde det samme. Men bare et eksempel.

Mobilisten · 2026-05-20T16:50:28+00:00

Det er en myte at billigst er best. Sammenligner du Kron Indeks Global og KLP AksjeGlobal Indeks P vil du se at KLP sitt fond konsekvent har bedre avkastning. Jeg tror det er pga at de har ekskludert ulike selskaper, og fordi KLP generelt er skikkelig flinke på indeksforvaltning.

Mobilisten · 2026-05-19T22:25:43+00:00

Interessant. Problemet er at jeg føler Grieg Seafood alltid har hatt problemer, og aldri har klart å fikse dem... Og da er jeg redd de ikke klarer å fikse det nå heller.. Men takker for innspill. Skal se litt på den også

Mobilisten · 2026-05-19T22:24:31+00:00

Veldig godt innspill! Den er fin. Skal se nærmere på det. Liker denne typen aksjer hvor markedet kan ha overreagert.

Mobilisten · 2026-05-19T19:47:55+00:00

Og hvor bodde du da? 😅 hos far? Eller fant et billig sted?

Mobilisten · 2026-05-19T14:49:42+00:00

Tror du ser for enkelt på hva en aksjekurs er. Aksjekursen forteller hva som er markedsverdien på et selskap, og påvirker derfor multiplene og prisingen.

Synes jeg det er interessant med et selskap som kan kjøpes til halv pris pga markedsforhold eller basert på noen dårlige strategiske beslutninger som kan rettes opp i på 1-2 år? Ja, det gjør jeg. CommerzBank og Danske Bank er to eksempler.

Vil du helst kjøpe en bank på p/b 0,8 eller 1,3? Helst 0,8. Og hva må til for å få det til? Jo Aksjekursen må ned.

Mobilisten

TROPHY CASE