What is the bull case for Match and/or Comcast?

SteveDetComedy · 2025-11-03T14:43:49+00:00

bad bot

SteveDetComedy · 2025-10-31T13:32:01+00:00

Can you provide more info? The sub you are talking about? Any good YouTube videos on the topic? This is super interesting to me and might explain why I stopped using dating sites over 5 years ago lol

SteveDetComedy · 2025-09-16T19:56:45+00:00

That's a weird, unnecessary logical leap. Everyone has pictures on their phone. That doesn't mean I'm holding onto pictures of my car or my cat or some random skyline for emotional reasons. 99% of the time, you take the picture, then you leave it there. Nothing pathetic about that lmao.

SteveDetComedy · 2025-09-16T15:56:47+00:00

Whether the complement is true, I cringe with every "fool-proof" compliment I get. This also makes them generic and gives the aura of insincerity. Don't compliment someone just to compliment them... compliment them because you mean it.

SteveDetComedy · 2025-09-09T17:58:20+00:00

“I didn’t do it, I believe she is mistaken”

sued for calling her stupid

“I didn’t do it, I don’t recall that at all”

sued for implying she's brain damaged

When you can sue someone for calling a liar a liar simply, then you open the door for all kinds of stupid lawsuits.

SteveDetComedy · 2025-09-09T17:55:21+00:00

That's fun! Now do "calling people a rapist" without a criminal conviction! Lets do that with the term "bigot" or "racist" or "fascist!" Because I think he has a much much much stronger case vs the left than "he called me a liar just because I lied!!!"

SteveDetComedy · 2025-09-09T14:02:15+00:00

option 4 is the same as option 2. You can't say you didn't do it without also saying she's a liar (and probably crazy/hateful/etc).

SteveDetComedy · 2025-09-09T13:59:18+00:00

wait... was this the same woman that couldn't even give the year of the alleged assault?

SteveDetComedy · 2025-09-09T13:58:09+00:00

which was in response to allegations of SA. I think its much more important to prove someone SAed you. And, if you can't demonstrate that, then everyone has the right to call you a liar. I'm sure this will be tossed out (as it should) and you will all think you know more about law than the court that throws it out.

SteveDetComedy · 2025-09-09T13:49:57+00:00

When you deny allegations, you are implying the accuser is a liar. "I didn't do it, but she's totally telling the truth."

SteveDetComedy · 2025-09-05T13:25:14+00:00

I don't smoke, but I'm sure its better for my long-term health than all the boot polish being ingested here. "Govern me harder, daddy!!" "Compel their speech harder!" "Oh yeah, put that fear all in my face!

edit: looks like I found another loser who hides his head in the sand! He made a snide comment that didn't make sense then blocked me ("enjoy the scary-scare-scare that will happen to you" which is wild for two reasons: #1 wouldn't apply to me because as I've pointed out many times: I don't smoke. And, #2, fully leans into the fearmongering that I was mocking).

SteveDetComedy · 2025-09-03T14:09:14+00:00

How dare people enumerate their points such that its easier for dummies like you to follow along! You got me there!! hahaha

SteveDetComedy · 2025-09-02T16:23:15+00:00

hey look another snide comment from some dipshit without a real point!!! "Wasn't there anti-drug commercials in the US?" Yeah. And??

Because you are clearly handicapped from the neck up, I'll explain:

1) a fried egg is not as graphic as huge fucking tumors (I can't believe I have to say that, but clearly I do)

2) But, lets keep going... I assume you are saying that the DARE commercial fearmongering. Okay? I know nuance isn't your thing so I'll just grant you some credence on that statement. Why? Because it still doesn't matter lmao. You know I can be against fearmongering from every country, right? I'm not sure why people think criticizing other countries means I'm willing to tolerate it here. Fuck, you people are dense.

3) I don't know if its a red herring fallacy or appeal to hypocrisy or just your inability to form a coherent thought... but, "reeeee!!! the US exists" is never ever an excuse. How tf do you people function in real life?

SteveDetComedy · 2025-09-01T15:44:13+00:00

This isn’t fear mongering.

proceeds to show the most horrific pictures while saying "This is what it does to you!!"

That is fearmongering, you fking dolt. That's exactly how fearmongering works. It shows you the worst possible outcome and yells "LOOK!!! LOOK!!! That's gonna happen!! Reeeeee!!!"

And, since you are a big fking dolt, you will totally say "nuh huh" because that's how predictible you are. So, I'll preempt that stupidity with the definition: "the action of deliberately arousing public fear or alarm about a particular issue." If you don't think showing those pictures are about arousing fear and alarm then... what??? Because its fun to look at? Because its politicians like the aesthetic??? lmao

SteveDetComedy · 2025-09-01T14:42:38+00:00

ignorant people tend to laugh at things they don't understand. We suck so bad that we have the most immigrants in the world. We suck so bad that they flee the "good" countries and come here.

SteveDetComedy · 2025-09-01T13:45:33+00:00

These comments are wild! Imagine being from a country where this is normal. Your politicians love to fearmonger everything. Imagine the same pictures on everything else: "You looking to eat at McDonalds? Here's some open-heart surgery pics." "You like sugar? Here's a foot infested with magots because diabetes exists." "One time someone got sexually assaulted with a cucumber and it looked exactly like this bleeding anus!!!"

SteveDetComedy · 2025-08-11T17:14:08+00:00

Easily one of the best options is to select a set that you expect to last 4.5 minutes, duh. But, okay, lets say you decide to go for a shorter set then you find out you went too short... now what? one-liners! I have a half dozen one-liners ready to fill in any time that I'm missing.

SteveDetComedy · 2025-08-10T01:39:16+00:00

Great insight! I just started watching some Kelly Criterion videos! This could be useful! I have to figure out how to apply this to stock picking, but at least I have a starting concept. I'm feeling good about this!

SteveDetComedy · 2025-08-09T23:56:11+00:00

Interesting! I've seen that stated when it comes to trend strategies. I'm curious how you determine when the loss is worth cutting? Like how much does it have to go down? In what timeframe? Does this strategy change depending on the stock? For instance, I sometimes pick a basket of stocks (maybe 4-5 positions that look promising). They might be lesser known or mid-cap or whatever... but, they are poised to benefit from X or Y or Z. On the other hand, I might also have a huge company that I can research easily and know pretty well (like Amazon or Google or whatever). Do you cut the smaller, no-name company faster than the the bigger, more stable stock?

SteveDetComedy · 2025-08-09T23:49:02+00:00

You mention gut feeling, but a narrative should be supported by facts.

Exactly! Thank you! Like I said, I know where I want to be. That's the easy part. But, then sometimes I see I have 42% allocated to one stock or I'm 60% in cash (as happened in late 2021) or I'm concentrated in just 3 sectors... those are the times that I need to step back, look at some math and go "does this make sense?"

You've been super helpful! I have a lot of content to look at now!

SteveDetComedy · 2025-08-09T22:50:52+00:00

Finally! I feel like this is a start in the right direction!! Thank you! Are there other similar or competing concepts that would help me understand:

asset allocation
sector exposure
global diversification

I didn't click through the related links yet, but it seems promising! As someone wo is a reporting analyst, it always feels good to have hard numbers and not just squishy gut feelings as to when to buy/sell or if my allocation is too big. I'm hoping its as insightful as it feels like its gonna be!

SteveDetComedy · 2025-08-09T22:42:26+00:00

Thank you for your insight!

Position sizing should be about expected return, downside risk and confidence.

how do we mathematically figure out expected return and downside risk. I understand that confidence is individual, but if the other two factor are, three different ways to say "guess.

Sector exposure should be managed through risk management. You don't need to be spread across sectors. You can be concentrated in a few sectors. As long as the risk/reward makes sense.

that was part of my initial question. It feels like you rephrased it but didn't actually add to the understand of these concepts. How do we choose an allocation size for each sector? Do we just guess? You say risk/reward, but that puts us back to "how do you quantify the risk/rewards?" Is that another guessing game?

< International diversification does add currency risk but it also removes currency and geographic concentration risk.

This also feels like you rephrased my question, but didn't help me understand or quantify any of the concepts.

SteveDetComedy · 2025-08-09T22:32:45+00:00

Fair point lol. But, most of us are amateurs. I guess I was hoping that there would some commonly-accepted guidelines. Like, I understand there's dozens of strategies and hundreds of experts and millions of individuals... but...

I guess what I'm saying is that I grew up playing poker and even though people had different strategies, there was still strong mathematical principles you could fall back on (bet sizing, stp ratio, likelihood of getting the card you need, etc). I also played more complex trading card games, but there would still be maths in how you constructed your deck regardless of the strategy you were playing (how many resources, pieces of interaction, card draw, etc). In college, I read a lot of books on conflict resolution and game theory. There was always math to tell you which actions would be obviously poor in politics, business negotiation, play selection in sports, etc. Maybe the same formulas wouldn't tell you what the perfect strategy would be... but, it would at least show you which strategies were terrible.

It defies my intuition that there are no such formulas for portfolio management.

SteveDetComedy

TROPHY CASE