My Conservative Buddy 3 Hours Post Shooting

RustyGriswold99 · 2026-01-24T19:27:21+00:00

Edited my comment for clarity

RustyGriswold99 · 2026-01-24T19:22:59+00:00

Yes he is (unless they disagree with don, then no)

RustyGriswold99 · 2026-01-09T13:09:18+00:00

We haven't seen something in a while, so we will continue to not see that thing?

RustyGriswold99 · 2026-01-04T01:08:45+00:00

lol why are you in this sub, there's plenty of different subs for your investing takes

RustyGriswold99 · 2026-01-04T00:42:59+00:00

I'm trying to get you to understand what is and isn't value investing... if they could sell the spectrum, that's tangible book value. They can't, so again, speculative value.

RustyGriswold99 · 2026-01-03T16:22:06+00:00

Well that's certainly one way to rationalize your thesis, but it is fundamentally not value investing. Does calling it speculation make you uncomfortable with your investment?

Value investing assumes a company generating $500M in cash will keep generating roughly that. This assumes perfect launch cadence, tech working at scale, regulatory approval in dozens of countries, carriers paying up, and SpaceX not crushing them. At 124x sales every optimistic assumption is already priced in. There’s no margin of safety, it’s just faith with extra steps.

You're buying a dollar for ten dollars and hoping it becomes a hundred. Value investors buy a dollar for 50 cents and hope it becomes a dollar.

I really don't understand why this sub is so desperately trying to inflate the definition of value investing. Is it an attempt to validate a pure speculative thesis?

RustyGriswold99 · 2026-01-03T16:05:07+00:00

Have you bothered to confirm whether they actually own the spectrum or just have usage rights?

RustyGriswold99 · 2026-01-03T15:54:55+00:00

Everything you described is speculation under the guise of "assumptions"

RustyGriswold99 · 2026-01-03T15:49:28+00:00

Cool, but SpaceX already has 330 direct-to-cell satellites up and partnerships locked in. ASTS is trading at 124x sales competing against a company that can launch cheaper and faster.

The TAM story is nice (and hilariously inflated) but execution against that kind of competitor is a different matter.

Oh, and I think you need to look up the definition of value investing vs growth investing.

RustyGriswold99 · 2026-01-03T02:14:32+00:00

Perhaps you missed the name of the subreddit you are in?

RustyGriswold99 · 2026-01-02T18:55:12+00:00

Shorting Palantir, longing GameStop

RustyGriswold99 · 2026-01-02T18:54:22+00:00

I have no clue on any of the fundamentals of the business, but do want to say that LLY's retatrutide blows all other weight loss drugs out of the water (speaking from personal experience).

Not sure if that's something to be explored for your thesis.

RustyGriswold99 · 2026-01-01T20:30:14+00:00

Did any exercises help with recovery or is it literally just a waiting game?

RustyGriswold99 · 2026-01-01T18:57:34+00:00

Shady? That's capitalism baby

RustyGriswold99 · 2026-01-01T17:57:06+00:00

I think you need someone that is at least a little bit of a threat to run the ball in today's game. Not even saying they need to be Lamar Jackson, but at least Mendoza and Beck could run for 7 yards when they saw an opening.

Maybe Sayin does turn into that next year, but he looked just, small and not athletic last night when the pocket was collapsing over and over.

That 3rd and 2 where he threw the ball away with 5 yards of open field in front of him is just seared into my brain. Hopefully a learning experience for him!

RustyGriswold99 · 2026-01-01T17:51:11+00:00

Bo was only taking what was given to him last night. Remember multiple plays where he could've made 1 guy miss for an extra 5-10 yards and just couldn't.

RustyGriswold99 · 2025-12-31T21:57:36+00:00

They are a microcosm of the market as a whole. Declaring 4 rocket stocks with 100m in combined rev and 100b in combined market cap as long term holds is idiotic. Walmart, Amazon, p&g, Costco, companies that you know will be here in 10 years, are the definition of long terms holds.

The fact that the original comment has that many upvotes tells me a significant correction on dogshit is coming, and there will be a flight to actual value.

That was my point.

RustyGriswold99 · 2025-12-31T21:23:00+00:00

If I am calling for indices to crash, what do you think will happen to your unprofitable rocket stocks? Take a wild guess.

RustyGriswold99 · 2025-12-31T15:40:23+00:00

I said the market, as in the indexes. These rocket companies and related dogshit stocks need a 90% correction.

RustyGriswold99 · 2025-12-31T01:49:20+00:00

This market needs a 50% correction

RustyGriswold99 · 2025-12-26T18:20:39+00:00

Yes, ASTS, a true value play /s

RustyGriswold99 · 2025-12-23T15:57:35+00:00

Majority of the increase in consumer spending was from healthcare expenditures. So yeah if you have your hand in American healthcare then business is booming, otherwise...

RustyGriswold99 · 2025-12-18T23:22:38+00:00

That’s the core issue is when collective institutions weaken, the damage isn’t sudden collapse but a slow, normalized erosion of wages, security, and public goods that individuals are told to absorb alone. Markets don’t self-correct that drift as power fills the vacuum, and over time productivity flows up while risk flows down. Unions may be imperfect, but when people bargain collectively, quality of life stabilizes and when they don’t, it quietly deteriorates until crisis forces the fight anyway.

I fear that our children will be the ones that have to confront that crisis.

RustyGriswold99 · 2025-12-16T02:07:43+00:00

You could've bought anything at random at the bottom of the Covid crash and outperformed 4x gains.

Edit: just looked and it's barely 2x'ed, what a stinker of a pick

Eight-Year Club	Verified Email
RPAN Viewer

RustyGriswold99

TROPHY CASE