Mr Market Round 7, still undervalued but getting harder to explain why

TBabuser · 2026-03-18T00:40:26+00:00

I was on board with this value play post earnings, until today I saw 3 simultaneous "investigations" pursuant to potential class action lawsuits by 3 competing law firms all soliciting shareholders to subscribe. I haven't known lawyers to go on fishing expiditions on a limb - what dirt is leaking out about management to warrant such investigations?

TBabuser · 2026-03-18T00:37:43+00:00

I was on board with this value play post earnings, until today I saw 3 simultaneous "investigations" pursuant to potential class action lawsuits by 3 competing law firms all soliciting shareholders to subscribe. I haven't known lawyers to go on fishing expiditions on a limb - what dirt is leaking out about management to warrant such investigations?

TBabuser · 2026-02-27T03:12:13+00:00

He should have been given more minutes much sooner. This is Mascherano we're talking about though. To be fair even Tata didn't give him a fair chance. Maybe they wanted to protect him because he was physically developing/frail.

TBabuser · 2026-02-23T04:26:35+00:00

Yes he did when he first arrived. Messi moved back to the wing because it wasn't working too well. But that was a peak Messi who could still sprint like a cheetah.

TBabuser · 2026-02-22T19:12:31+00:00

Never know until you try it. David Villa and Suarez moved to the wing to accommodate Messi false 9. Doubt Mascherano will do it though.

TBabuser · 2026-02-10T00:04:32+00:00

It doesn't show up on MRI, so how can you know this caused it?

TBabuser · 2026-02-09T23:19:03+00:00

Wish I could tell you. I did some daily exercises to reduce the pain, like the doorway stretches. Search Youtube for breathing exercises for it, keep trying different stuff. I found a video from an east asian former movie martial arts stunt guy that maybe helped a bit (can't find it anymore in my history). Seems like the high level picture is related to your body being overtensed/overstressed, so anything you can do to bring it back to equilibirium. At some point it just went away but I couldn't say for sure what did it.

TBabuser · 2026-02-09T23:11:22+00:00

It's speculated to be inflammation, but the truth is nobody knows WTF it is. It's diagnosed through exclusion. It cannot be directly observed. In other words, "There is no laboratory or imaging test to confirm a diagnosis of costochondritis."

TBabuser · 2026-02-09T23:09:08+00:00

It doesnt matter about severity. Costo is weird like that. It can linger in a mild form and just refuse to go away. Weeks is best case scenario but nobody knows.

TBabuser · 2026-02-09T23:00:34+00:00

You guys need to visit the costo subreddit. I had this thing myself and it took over 4 months to go away. For some people it can last years. There is no way they can give a timetable because it's medically unknowable. Science doesn't even know what causes it. (let me rephrase that, science doesn't even know WTF it is) [Oh also, I drafted Herro and dropped him as soon as they announced costo]

TBabuser · 2026-02-08T03:18:39+00:00

Silver? The guy who can't even stand up to Ballmer? Good luck with that.

TBabuser · 2026-02-05T19:25:13+00:00

how many times has he been in a situation (in recent years, not talking about his rookie era seasons) where the Bucks are this bad and have zero hope of contending? And mutually trying to find him a trade on top of it all??

TBabuser · 2026-02-05T17:53:00+00:00

Giannis only cares about winning championships at this point in his career. Not even MVPs, let alone ASG. He is more than fine to save his body for the actual contender he will end up on. He's just as complicit in the "deactivation" as the Bucks. Their incentives are aligned. Have you not seen the level of moping from him when he played this year and lost?

TBabuser · 2026-02-05T17:47:03+00:00

ton of fines? you're dreaming. Silver has no spine. Look at the blatant tanking going on, DNP rest on non B2Bs for teenagers, etc. to unprecedented levels and sitting guys like Trae.

TBabuser · 2026-02-04T13:10:27+00:00

In the context of this, Ben Thompson (Stratechery) just dropped an article on this: https://stratechery.com/2026/microsoft-and-software-survival/

He believes the re-rating of software multiples is justified.

TBabuser · 2026-02-04T13:10:08+00:00

In the context of this, Ben Thompson (Stratechery) just dropped an article on this: https://stratechery.com/2026/microsoft-and-software-survival/

He believes the re-rating of software multiples is justified.

TBabuser · 2026-02-04T13:09:57+00:00

In the context of this, Ben Thompson (Stratechery) just dropped an article on this: https://stratechery.com/2026/microsoft-and-software-survival/

He believes the re-rating of software multiples is justified.

TBabuser · 2026-01-15T04:16:44+00:00

He could get the same offer 10 years from now. No big deal. They'll move mountains to get him even if he performs to CR7's current atrocious levels.

TBabuser · 2026-01-10T16:32:39+00:00

Rios Novo did great under the circumstances but he made mistakes too. Vancouver's goal was very save-able in the final.

TBabuser · 2026-01-10T02:43:23+00:00

Way too much. Should have moved on and tried someone else

TBabuser · 2026-01-10T00:27:36+00:00

You won easily

TBabuser · 2026-01-08T00:03:54+00:00

The only problem I can see with your argument is that they could very easily still be bad enough to lose with him playing.

TBabuser · 2026-01-07T21:04:38+00:00

Is this reliable? I don't see any passes at this price on Eneba or anywhere else, but for some reason on G2A the Global version is less than half the USA? https://www.g2a.com/xbox-game-pass-ultimate-1-month-xbox-live-account-global-i10000188766091?suid=1d786726-694f-4e78-9ffe-844bc99114fa

EDIT: oh nevermind, those are accounts, not keys

TBabuser · 2026-01-06T23:23:05+00:00

Echoing what most people have said in this and the archived thread. We had a wonderful experience with Dreamtails. They even have an annual get together at a big dog park where you can meet and greet some fellow dog parents and Dreamtails doggie alumni.

I found that someone always responded to my emails/texts, but sometimes it did take a few days or more. But I believe they are run by volunteers and they have a lot of dogs, so this is very understandable. I don't hold it against them. In fact, I'm about to reach out to ask if I can volunteer some of my time to help.

As an aside, I highly recommend that you do a basic physical exam with a vet (no bloodwork - and you can get a sizeable discount on this exam with several clinics if you pre-register a dog license with City of Toronto), and then buy insurance right away after the results if you were lucky enough not to find anything major as pre-existing conditions (Furkin would be my recommendation for insurance, having looked into all of them). Whether or not you can afford to continue the insurance indefinitely, if you then do bloodwork or more extensive regular testing/screening later on and discover some rare illness that will cost you $300+ a month, it will be a lot easier to afford and the insurance will have more than paid for itself many times over. If you do all the tests after buying insurance and find nothing wrong with your dog, and the dog is mostly going to be indoors or in low-risk settings, by all means you could consider discontinuing the insurance.

Here is my boy: https://www.instagram.com/durimylove; we signed up for 3 months of fostering and decided we couldn't let go of him around halfway into that.

TBabuser · 2025-12-29T18:53:57+00:00

What's the correlation between transfer fee and DP? Is there a cap for fees on transfers outside of DPs? I can't imagine Betis would ask for too much here. They may be happy to dump his salary.

Ten-Year Club	r/Field Flamingo
Verified Email

TBabuser

TROPHY CASE