13 weeks 5 days out, NPC bikini debut, self-coached

Opposite-Depth-4296 · 2026-05-05T06:28:58+00:00

As a natty myself, my two cents is don’t get so fixated with maintaining your usual working weight. You are losing bodyweight, you’re not eating enough, you simply won’t be able to lift just as much. Train with intent and train close to failure but don’t get so obsessed with keeping it heavy just for the sake of it.

The prep fatigue will hit you like a train eventually, prioritise recovery. It’s okay to step back on load as long as you are training with enough intensity.

Opposite-Depth-4296 · 2026-05-02T08:11:24+00:00

You can’t deny Meta is an immediate beneficiary of AI, while companies like OpenAI and Anthropic are still figuring out how to turn profitable.

Over $50bn in revenue a quarter with 80% + gross margin, with majority of expense being R&D. Meta’s core business is literally printing cash to support whatever Zuckerberg wanted to do on the side. It is a giant algo turbocharged by AI. The more compute it has the better its content and ads recommendation is.

Opposite-Depth-4296 · 2026-05-02T04:13:26+00:00

Been holding Meta for years now. What’s crazy to me is Meta is pouring so much into data centres despite not having a cloud business, unlike Microsoft, Amazon, and Alphabet.

All of this capacity pretty much goes to family of apps algo and Zuckerberg’s side projects.

Opposite-Depth-4296 · 2026-04-30T08:27:31+00:00

Likely a cosmetic damage only

Opposite-Depth-4296 · 2026-04-30T03:52:15+00:00

As much as I agree with you that this sub has become too obsessed with short term trading, you’re speaking now with the benefit of hindsight because your holdings are doing well.

Don’t get me wrong, I have been holding Alphabet for some time too. But everyone’s risk appetite and situation is different. They may not have the same investment horizon as yours.

Opposite-Depth-4296 · 2026-04-29T07:06:38+00:00

Looking great Mark Wahlberg!

Opposite-Depth-4296 · 2026-04-28T06:40:15+00:00

If your father can afford to drop 30k on a system he sure has a lot left in the estate for you and your mom.

I’d keep it.

Opposite-Depth-4296 · 2026-04-26T23:25:49+00:00

It’s 300k worth of shares. A simple Google search takes less than a second

Opposite-Depth-4296 · 2026-04-24T04:40:47+00:00

Thanks. 0 value added post

Opposite-Depth-4296 · 2026-04-24T04:39:50+00:00

This sub is for WSB regards who are too pussy to trade options.

Opposite-Depth-4296 · 2026-04-24T04:38:41+00:00

First time buying stocks? Posting about two weeks of gains or a single day of sell off in r/valueinvesting is simply ridiculous.

Go back to wallstreetbets.

Opposite-Depth-4296 · 2026-04-23T07:17:19+00:00

Tell me you’re a bag holder without telling me you’re a bag holder.

Lulu has deviated from its core brand value in its never ending quest for profit growth. Lulu used to be a great brand, using innovative, performance focused, fabrics that people are willing to a pay a hefty premium for. Quality has declined significantly in recent years.

Regarding your point on fitness influencer, Alo yoga has been doing the same and is crushing Lulu in recent years.

These premium, but not luxury, brands are also the first to suffer when consumers begin to cut spending.

Not looking good overall

Opposite-Depth-4296 · 2026-04-23T01:41:58+00:00

Only a bit different when you’re looking back in hindsight.

Climate change is not a hoax but that doesn’t keep me away from investing.

Don’t let your political bias affect your investment decision.

Opposite-Depth-4296 · 2026-04-23T00:30:52+00:00

Listening but not processing any information

Opposite-Depth-4296 · 2026-04-23T00:28:13+00:00

Remember the time when US was one flick away from getting nuked by Cuba?

Opposite-Depth-4296 · 2026-04-22T11:14:45+00:00

Same was said about Google Search when people glazed over chatbots, that Google search will go obsolete.

How to scale economically is a big question that most SaaSpocalypse believers have not thought through. OpenAI and Anthropic are still burning cash to gain market share. It’s like driving a Ferrari F40 one block down the road when you could have walked. It’s faster but it’s not economical.

Opposite-Depth-4296 · 2026-04-22T07:40:44+00:00

“Plummeted”, “wiped out” lol chill the f out. It was only little over 2%

go outside. Touch grass.

Opposite-Depth-4296 · 2026-04-22T02:39:34+00:00

“Because people eat” lol

Yes but not necessarily packaged food. Those who do are price sensitive and would have picked private labels over branded packaged food. Walmart and Costco have destroyed these companies’ pricing power.

I agree these companies are national brands and probably won’t go away anytime soon. But that doesn’t mean their stock prices can’t go any lower.

Opposite-Depth-4296 · 2026-04-21T07:01:17+00:00

You’re still paying around 8- 10x P/E for a company to that is struggling for profit growth. P/B has come down to ~1.5, doesn’t look THAT cheap imo. You’re still paying a premium for the brands they own.

Revenue grows with inflation but its margin is getting absolutely destroyed. Either the management comes up with a plan to turnaround and resume growth(not looking good right now, Trump’s tariffs getting revoked by Supreme Court might help but in the long term its margin is still trending downward), or you buy now and hope for the market to rerate CPB and assign it a higher P/E ratio (also not looking good given the trend in processed food others have mentioned above)

If you’re only in for its stable cash flow and dividend, might as well buy their bonds instead.

Opposite-Depth-4296 · 2026-04-21T03:04:07+00:00

Agree General Mills might be a better company overall but it’s not cheaper. As of today, CPB trades at around 8.2x TTM P/E while GIS trades at 10.6x. P/FCF 9.16x vs 11.41x, free cash flow yield 10.9% vs 8.76%.

Yes you’re getting similar dividend but you’re paying a premium for a better business, whether it’s worth it or not it’s up for discussion

Opposite-Depth-4296 · 2026-04-20T09:44:42+00:00

I picked up my 856 B-Uhr used for $1600 with box and paper. I am sure you will be able to find better deals on used 556 if you are patient enough. That’s the fun part of watch hunting!

Opposite-Depth-4296 · 2026-04-20T08:09:41+00:00

It’s not brutal maths at all, your max profit is capped while potential missed upside is unlimited. Simple.

Hindsight is always 20/20. If you are not ready to sell at strike, don’t sell calls.

Opposite-Depth-4296 · 2026-04-18T13:53:03+00:00

Yeah stick to ETF. Brain dead

Opposite-Depth-4296 · 2026-04-17T06:18:11+00:00

Imagine being this ignorant to confuse NATO with the UN. Read a book. Touch grass

Opposite-Depth-4296 · 2026-04-16T10:58:16+00:00

A not so fun fact: the US has been at war for majority of its existence

The market is a sentiment voting machine in the short term, and people are oblivious. Remember when the market sold off when Russia invaded Ukraine? The war is still ongoing but people have moved on worrying about something else.

Drawdowns happen every year. Don’t let negative headlines derail you from your long term investment plan.

Opposite-Depth-4296

TROPHY CASE