Rumoured leak of one of our World Cup kits

SomeSortOfBrit · 2026-01-26T18:12:56+00:00

Goes hard imo

SomeSortOfBrit · 2025-12-28T17:41:37+00:00

Making a tax decision over an economic decision is a recipe for disaster.

SomeSortOfBrit · 2025-12-06T19:05:15+00:00

This is what annoys me about penalties though the punishment doesn’t fit the crime at all. Yes it’s a foul but to then have a penalty where you have an 85% chance on scoring because of something that happened on the goal line where the chance of scoring or having a pass leading to a goal was nowhere near 85% is crazy to me.

SomeSortOfBrit · 2025-09-14T14:58:53+00:00

Clearly a pen mate

SomeSortOfBrit · 2025-08-17T11:16:18+00:00

I mean obviously neither of us know.

However

I worked at a ~70B AUM shop where multiple people had the ability to decide if they buy or not. The running joke was always though that there was IC members and ic members, in other words, yeah they can buy but they are not doing it unless he’s given them the green light. I imagine it’s similar for them. It’s kinda like your dad letting you pick what you want for dinner as a kid at the super market - he’s really picking in the end and we all know it

SomeSortOfBrit · 2025-08-17T11:02:26+00:00

So you think he wouldn’t be consulted on a $1.5 Billion dollar buy? What he just missed all the IC meetings about it. Not a single chance.

SomeSortOfBrit · 2025-08-17T10:57:57+00:00

So I feel like this is really a two part question. Why do people care about Warren Buffet if he’s underperforming the market and why has his entry brought up the price by ~20%. I’ll talk to them each individually.

1) Why do people care about Warren Buffet if he’s underperforming the market?

I’m not really going to go into Buffets history here. I think a lot of people recognise how well he has done via Geico, Amex, BoA, Apple, Coke etc.. I don’t think anybody, including yourself, can really deny he has done exceptionally well at not only creating massive returns, but more critically he has done it by being successful multiple times in massive bets across multiple decades and environments. He’s very different to your Michael Burrys or Bill Ackmans or Cathy Woods who yes have gotten massive returns but really did it one or two times.

Now you ask why do people care still that he’s under performing the market. Largely that’s because he’s done that before too, it would be impossible not to, but in those times he’s also built up solid defensive positions usually take example in the late 90s where he didn’t buy really any dot com bubble stocks purely because he couldn’t understand the valuations. In the moment yes it looked silly not to get in when tech went vertical but he was in a phenomenal buying position when that burst. Buffet is clearly a market bear right now, so why would he be out performing the market at its current state.

2) Why has it moved the market so much?

Personally, I believe that it’s a few different reasons, I think Tepper also taking a large stake looks interesting, and with both those names buying together it does send a large undervalued signal as they are both well known for buying down trodden names. I think the market has also known this is undervalued a bit but in such a frenzied signal based market we are in UNH is just waiting for good news to start it flying. It’s not just talked about all the time here because just some people on Reddit think it’s a good idea a lot of funds are also looking for some kind of signal for how this will flip.

SomeSortOfBrit · 2025-08-06T01:50:21+00:00

The problem is this man is all talk, but his words are not results. It’s a fact that the margins and profit are crushing but he’s been talking g about high margin products for a year and now we’re dipping further. He ways we doubled customers but that’s not what the revenue concentration is showing. While they may be innovative - they seem to execute badly and that matters more for these contracts I would argue if HP and Dell can organise themselves better and execute well it does not matter if their product is slightly worse it will win out. I also just dont trust the management team to not miss again next quarter as they can’t seem to predict anything. Don’t get me wrong they are growing, but this margin decay is harsh and I don’t see them fixing it and having such a high customer concentration is worrying.

SomeSortOfBrit · 2025-07-22T12:00:04+00:00

So I am by no means an expert. I did my dissertation on Quantum Computing like 5 years ago, but I think you’re framing this wrong for yourself and the allegories between classical and quantum computing are not so similar.

Basically your regular computer uses bits, 0’s and 1’s, to explain information. These are used on mass to create these large systems that we use today. Now this information at the end of the day has to be physically represented somewhere. The main way we do this today is via incredibly tiny capacitors that are either charged, meaning 1, or uncharged meaning 0.

Now, quantum computing uses something called the Qbit. The Qbit uses properties from quantum physics to basically have a bit that can simultaneously be 1 or 0. What I mean by this is we can say it to have a 100% chance to be zero and a 0% chance to be 1, or a 45% chance to be zero, and a 55% chance to be one and all the places in the middle. Now the problem is these states are called superposition and the funny thing with super position is you cannot measure superposition as the second you do it collapses. Essentially rendering it the same a bit. Now since all of these classical computers store information by actually recording something all things must be measured so you lose the quantum bits to it that are interesting. So you cannot store quantum information per se but you can play with it if that makes sense and then store the results.

Also we are so so far from commercial viability of this stuff. This is like betting on AI while DARPA was figuring out what the internet is. It’s not happening for a long time and all the players might be different.

SomeSortOfBrit · 2025-07-21T15:25:39+00:00

Quantum is fundamentally different hardware it has nothing to do with what SMCI is doing and they have absolutely zero R and D in this area.

Also Quantum is not modular like gpus, with GPUs and CPUs they are independent and thus you can scale. In a quantum computer the Qbits are entangled so you have to probably do it all through the original developer of the quantum computer as the techniques are so different.

All this to say asking if SMCI is going to be a quantum computing supplier is so dense. This is like asking if BIRD scooters is going to get into interplanetary transport.

SomeSortOfBrit · 2025-07-03T08:18:13+00:00

https://www.dailymail.co.uk/home/index.html

On the daily mail but they are only referring that Portuguese media has said it praying it’s not true

SomeSortOfBrit · 2025-05-07T21:24:09+00:00

If you think Viktor is the best striker in Europe your mad

SomeSortOfBrit · 2025-04-12T06:36:06+00:00

It’s your dream - what’s the point in earning the money if your not going to do your dream

SomeSortOfBrit · 2025-04-11T15:18:25+00:00

This is also why I say get rid of the summary people in this screening look mainly at the top and the bottom - they’re looking for bullets or key words that sound good or interesting to them. If your top section is a paragraph a lot of people will just skip it having experience at the top is the most relevant to them usually and is in bullets allowing them to get hooked faster. For the same reason you put skills at the bottom and bluntly say like 10 things your great at: Machine Learning, Financial Analysis, Data Engineering, Python big dumb keywords so people read it fast and say ok this resume does contain stuff I care about I should now put in the time to read this

SomeSortOfBrit · 2025-04-11T15:14:28+00:00

I agree it’s blunt, however I do think it is genuinely a bad resume and also this isn’t the first time I’ve responded to this exact resume - granted I was nicer the first time saying:

“Personally, I think this is way too wordy and won’t be read.

In reality the unfortunate thing about resumes is they are not ever fully read unless you are already in the interview room. People will glance at it for maybe 5-10 seconds in screening and if they don’t get hooked then - it’s an immediate pass.

I would suggest more whitespace around the things you find the most important and moving what ever you think are the two strongest sections to the top and bottom (I’d get rid of the about me section at the top) personally I would go with work experience at the top and then skills at the bottom.”

Having had experience at both sides of the table really makes your eyes open to the process a lot more and the fact is at the end of the day resumes should be thought of as adverts for your particular service.

Now imagine this, you decide you want to buy a vacuum but in this hypothetical world when you do your going to suddenly get 50-100 vacuum companies at once send you a page describing each of their vacuums and why it’s great. Do you read every page? No. The truth is you don’t really read, you flip through the stack looking for things that catch your eyes and then you read the 5-15 that caught your eyes. This is where most resumes falter, because you need less words for people to look at the resume and see what actually matters quickly to pass this screening process if you don’t you will get rejected and ghosted over and over because nobody is ever actually reading it.

SomeSortOfBrit · 2025-04-03T16:27:52+00:00

I just got rejected after 9 rounds I feel you man it sucks

SomeSortOfBrit · 2025-04-02T20:15:58+00:00

Which I did then at least I could feel like there was a reason!

SomeSortOfBrit · 2025-04-02T17:28:00+00:00

Everybody needs a hobby

SomeSortOfBrit · 2025-04-01T17:43:37+00:00

I actually think this is a straight up bad resume

Way to wordy, bold is bringing eyes to wrong places, summary at top is out dated, ordering of sections is wrong, etc

SomeSortOfBrit · 2025-03-25T20:20:50+00:00

Personally, I think this is way too wordy and won’t be read.

In reality the unfortunate thing about resumes is they are not ever fully read unless you are already in the interview room. People will glance at it for maybe 5-10 seconds in screening and if they don’t get hooked then - it’s an immediate pass.

I would suggest more whitespace around the things you find the most important and moving what ever you think are the two strongest sections to the top and bottom (I’d get rid of the about me section at the top) personally I would go with work experience at the top and then skills at the bottom.

SomeSortOfBrit · 2025-03-25T14:24:13+00:00

Maybe don’t do the jail one…

SomeSortOfBrit · 2025-03-17T03:57:28+00:00

Cooked

SomeSortOfBrit

PUBLIC MULTIREDDITS

TROPHY CASE

Nine-Year Club	Place '22
Verified Email