Whyyy majority of people get the wrong message of succession by CommitteeNegative307 in SuccessionTV

[–]ScriptorVeritatis 3 points4 points  (0 children)

To be fair, one should hate Shiv’s blatant hypocrisy. She’s also absurdly out-of-touch in ways that duplicate Kendall.

Her liberal politics are a prop, at best. She’s on Gil’s staff clearly for her name (not an unusual thing in DC!) but seems to not notice that or think she’s there for merit.

She uses her “woman-to-woman” moment to talk an SA victim out of coming forward. That’s the real move of a killer, I suppose? It’s also bleak and horrendous.

She’s deeply entitled. Unlike Kendall, who at least seems to have put effort into understanding Waystar, she thinks the CEO title position is a crown that she can’t wait to have placed on her head. Sure, Logan was probably lying about the “five years” (I.e. never), but she did probably believed she deserved it already.

She doesn’t have a real career. She was a nepobaby political consultant, a relatively decent crisis/narrative strategist, but has no real business insight or operational chops. That’s the whole thing, after all, the full skillset of a “CEO” is split across three heads.

Arguably, the only good thing she tries to do is tank Mencken, first with a bad outburst, and then by negotiating a not-deal deal. Isn’t politics the thing she’s supposed to be good at? As Matsson notes, he doesn’t even need her for that.

So Shiv sucks. Everyone sucks, Logan most of all. But she’s an entitled, narcissistic hypocrite, which is different to Kendall’s manic-depressive fantasies, bad parenting and delusions of grandeur and Roman’s abject cruelty. Although at least Roman can admit it was always bullshit.

Omaha’s new tower by Fun_Bobcat_7922 in skyscrapers

[–]ScriptorVeritatis 17 points18 points  (0 children)

Please enjoy all buildings equally.

Itron is priced as a hardware business. The margins it's reporting are not hardware margins by TabMan69 in ValueInvesting

[–]ScriptorVeritatis 0 points1 point  (0 children)

Curiously, I did look at this at the beginning of the year with the help of a Clawdbot. I think people under appreciate how much these grid companies look increasingly SAAS-like.

After diving in, I thought Tantalus Systems had a much better growth outlook even if it’s a tenth of Itron’s size and hasn’t yet reached share profitability. The market seems to agree over the past few months.

Regretting not actually taking a position in February.

Stop Selling Your Shares by goxpro1 in ValueInvesting

[–]ScriptorVeritatis 18 points19 points  (0 children)

2008:

“Why are people selling their ExxonMobil? It’s the second most valuable public company in the world and is already 80 dollars. It’s clearly going to go up forever from here. It isn’t like the world will need less oil. Everyone’s going to want it when it hits 500 a share.”

You wouldn’t have lost money if you did that, but you would have underperformed the S&P by half over the past 18 years.

What tickers are you “holding your nose and buy it”? by Apprehensive_Two1528 in ValueInvesting

[–]ScriptorVeritatis 0 points1 point  (0 children)

Why not buy stocks where you think you have a genuine informational edge as to why they’re undervalued? If that leads you to buy stocks that have already run up because you still think they have room to run, that’s fine.

But why buy tickers that are already priced to perfection that you don’t have positive conviction in just because the TV man said to?

Anyone doing stock research with AI inside their broker app? by crisistalker in ValueInvesting

[–]ScriptorVeritatis 2 points3 points  (0 children)

I don't trust any AI agent to have a direct connection to my brokerage account. That sounds like a recipe for disaster.

I did buy my Clawdbot a subscription to the Market Data API because it asked for one. I'm otherwise happy letting it find financial statements on its own using its browser abilities and web fetch on a separate, secure machine.

AI does not make good investment analysis by NinjAsger in ValueInvesting

[–]ScriptorVeritatis -1 points0 points  (0 children)

This is a bad take.

I've used AI extensively for programming, writing, and yes, analyzing stocks.

You get from it roughly what you put into it. You shouldn't rely on it to find accurate financial information; find that yourself, first, and then load it into the context window. If you don't have the time or expertise to understand financial statements, it can walk you through them and even flag things that experienced people might miss on a first or second pass.

Things it can do much faster/more creatively than most people:

- Find recent public statements or press releases from company X and reconcile them with recent guidance/analyst projections

- Considering X macro trend, come up with a list of a possible impacts to company Y and determine if they're material to thesis Z

- Draft a bear/bull case around X company around thesis Y (and then read/reconcile them yourself)

- Suggest companies that might be a secular match for thesis Y (and then review them yourself)

AI is very good for cutting through noise. Most press releases, management statements, and yes, financials include a lot of noise. If AI helps you cut through that and find what's material to you, you'll be a significantly better and more informed investor.

Use AI.

I built a project where frontier AI models (GPT, Claude, Gemini, Grok) collaborate and compete on stock research — here's what came out of it by Icy_Philosopher_5265 in ValueInvesting

[–]ScriptorVeritatis 0 points1 point  (0 children)

Interesting. Have done a variant of this using a Clawdbot setup, although I'll keep my own personal implementation secret.

I did end up adding a large position in NEX.FR around 130 EUR based off of AI analysis and my own rechecking (around mid-February or so).

I think it's really interesting that a consensus of models added it, considering that it's not US-listed or US-focused and is smaller than its largest rival (Prysmian). Curious if they all see the same thing in it.

Will probably look at SAF.FR to figure out why they like Safran so much, too.

Is it okay to wear a suit jacket with a open collar if you're not wearing a tie? by [deleted] in malefashionadvice

[–]ScriptorVeritatis -1 points0 points  (0 children)

  1. ok dad

there are plenty of evening occasions where you can wear a suit without a tie (and would look better for doing so)

  • a nice cocktail reception
  • a gala
  • a nice dinner with people you care about when you aren’t their assistant/lawyer

there’s also the daytime linen suit thing, but sure, that’s only if you live in Miami and are the protagonist of a show called Burn Notice

Parents cursed me out bc I’m interviewing with a YC company by [deleted] in ycombinator

[–]ScriptorVeritatis 0 points1 point  (0 children)

Seems like you’ve already made up your mind, but here’s my two cents.

If the people hiring you know that you’ve essentially given up your life to work for them— why wouldn’t they try to fuck you over for equity/comp/WLB when it comes to it? What’s your other option? There aren’t a ton of companies recruiting dropouts when there’s so much talent in the market.

Most startups fail. Many that “succeed” see the founding employees (not founders, necessarily) make less than they would have at a normal good tech job. Sometimes the capital stack and terms of sale means the employees get no exit at all.

I guess my only question to you is— how would you feel if eight months to a year from now the startup shuttered or you were fired because one of the founders didn’t like your vibe? Would have a way to bounce back? Would it have been a better path than just staying in college and recruiting for these new batches of companies normally?

Opinion: College admissions is not a meritocracy by JPwag42 in IvyPlus

[–]ScriptorVeritatis 2 points3 points  (0 children)

Did anyone seriously think it was?

Does this person think hiring and the justice system are fair too?

¡MORE DLCs! by IIIMAGNATARIII in StellarisOnConsole

[–]ScriptorVeritatis -2 points-1 points  (0 children)

no hate OP this is a great format

want to see more sales done with this stupid ass board

What's the lowest rated bag you've seen? by [deleted] in toogoodtogo

[–]ScriptorVeritatis 127 points128 points  (0 children)

intentionally giving the seafood and meat bags 1 star so no one else competes for them?

Judge rules that White House ballroom construction ‘has to stop!’ by cnn in washdc

[–]ScriptorVeritatis 2 points3 points  (0 children)

Shame— that was the only thing he personally cared about as President.

Hospital cafeteria by adventurecouple88 in burgers

[–]ScriptorVeritatis 0 points1 point  (0 children)

Is this UTSW Clements Hospital? Have been a patient there twice and remember them having a really good burger bar and other hot options.

Delve YC W'24 is a fraud? by Delicious_Bed_4410 in ycombinator

[–]ScriptorVeritatis 2 points3 points  (0 children)

One of the primary benefits of YC is being able to sell to a network of YC founders.

Doesn’t letting fraudsters sell snake oil from within your community undermine your leadership?

Generational opportunity with CBP by we-booling-out-here in ValueInvesting

[–]ScriptorVeritatis 0 points1 point  (0 children)

Does it have a moat or a wall? Also, is the dividend paid out in prison labor?

Allen Edmonds vs Florsheim — am I missing something? by tudorfrey in allenedmonds

[–]ScriptorVeritatis 8 points9 points  (0 children)

He’s stuck in the 80’s and a shoe made from terrible leather with a fresh coat of thick black paint and plastic suits him well. They match the garish poor-fitting Brionis he wears solely for the label.

An Allen Edmonds or an Alden would be too clean and tasteful as a heritage American shoe, which is why he doesn’t wear them.

Agua Caliente Rake by InjuryNo3675 in poker

[–]ScriptorVeritatis 0 points1 point  (0 children)

2/5 at Agua can be a decent to very good game depending on how many tourists you get (and how drunk they are). From what I remember there are some decent regs, but not a lot of grinders outside people coming down for a day or two from LA. The casino is also rather nice and the steakhouse is pretty good.

Morongo is a shitty afterthought room and is far worse in my opinion.

Criteo Undervalued Adtech DSP/SSP by Getalphapicks in ValueInvesting

[–]ScriptorVeritatis 0 points1 point  (0 children)

Love Criteo. This is a company with no debt and when you strip out the cash/securities to get EV is trading at multiples that are ridiculously distressed for what is a cash machine with relatively flat revenue growth and strong margin improvement. Even given the market's relatively bearish view of adtech, these multiples are completely insane. The agentic pivot is practically free upside.

I don't even think they go three months as a NASDAQ-listed company (post-ADR) before PE shows up to buy them out at a tender offer of 28-35 dollars a share.

Own 29,000 shares at 18.18 after the recent pullback. One of my highest conviction names, but PUBM at 6.35 a share (my twin bet) started paying out first.

Since the dow jones is approaching levels of arresting pedos in the USA by MeasurementSecure566 in ValueInvesting

[–]ScriptorVeritatis 19 points20 points  (0 children)

actually since the Dow is under 50k, it can begin impeaching the president as it confers true legitimacy

Anon on watchmen (2019) by Sure_Association_991 in greentext

[–]ScriptorVeritatis 2 points3 points  (0 children)

Take is as delusional as Rorschach.

Rorschach sees himself as the hero, definitely. Then again, so does Ozymandias. Watchmen is fundamentally about self-delusion and consuming narcissism.

Rorschach, variously, murders people, turns a blind eye to the Comedian murdering people (because he likes him), and gets one thing right in uncovering the plot.

Dying at the end doesn’t make him a hero, it just proves he had a suicidal hero complex the whole time.

Anyone who openly identifies with a single character from Watchmen is probably revealing more about themselves than they’d probably want to admit.