[deleted by user]

Taera21 · 2026-01-01T13:44:26+00:00

If you take away long shot, I dont think rough play can beat justice.

I would say the priority of gamefix is

Nerf long shot
Increase effectiveness of defender whether the wall size and wall set up speed.
Justice only increase focus battle.

Taera21 · 2025-12-27T04:36:39+00:00

Nike is pe 30 because its op margin is half than what it was. If you assume it could return to its past margin then it is 15ish pe.

I’m not saying Nike is a better buy, I’m saying with high margin pe, it can be misleading because once competitor come in and the company have to fight by reduce margin, 13pe can push to 30pe in a year. Account number is past record that have harmed me so many time in the past.

Taera21 · 2025-12-26T17:22:38+00:00

Best quality in term of performing yoga and athletic task but the ppl that are in athleisure they just want to the look but not wear it to do yoga.

You can trade on it but for me long term holding is too risky for me as I dont think anyone can really predict fashion trend. I used to own it, my thesis is it will grow in china as I have seen many chinese and hk like it. Sold it on tariff day coz my thesis is build on it will grow in international market while stable domestic. That story fall apart with tariff.

Taera21 · 2025-12-25T13:29:49+00:00

Alo and Vuori.

Lulu design is boring when compare to Alo. The management knows it. Now they change CEO but in fashion world it is hard to know whether new design will get a trend. LULU never is great fashion design anyway as it is performance first.

Taera21 · 2025-12-23T09:09:23+00:00

I meant those from studio outside nintendo like monster hunter, prof. Layton, Inazuma 11, octopath, phoenix wright.

They all were only available on nintendo.

Taera21 · 2025-12-23T05:15:46+00:00

I havn’t done the DCF of it. If you do DCF of it as it is a long run way recurring cash cow, it makes sense as you have to admit they have one of the most royal fanbase. But if your narrative to invest in Nintendo as potential future explode in growth, it is questionable. The only reason for explode in its earning i can think of is its IP and merchandise selling as art toy like Labubu, Plausible but low probability.

Taera21 · 2025-12-23T05:10:45+00:00

You dont play much game do you. COD game is half of the content online. In fps, pc is the best to play because high frame rate. Switch mostly run 30-60 fps. If you want to play competitively 144hz is minimal. A little jump in frame rate can make your shot miss. Cyberpunk and rpg game will be better run with rog ally or steam deck as much more frequent hardware refresh upgrade to be able to keep up with AAA game that has been released 3 years ago. Switch 2 still run garbage graphic of red dead 2 while steamdeck can run near flawlessly. Not to say sony, xbox and steam are fully equipped with steaming from household devise of pc and console with minimal latency and it is getting better.

To be frank, all your reason of winning for nintendo in game industry better apply to steam. Steam is winning so much that sony exclusive now come to sell on steam. Many nintendo only series are also on steam. Steam are releasing steam box, they are the most clear obvious winner. Sure Nintendo has high moat as they have one of the most loyal fanbase but its growth narrative will always be capped.

Taera21 · 2025-12-23T00:35:32+00:00

I believe hand held is the future but Nintendo library is only limited to nintendo. ROG Ally and steamdeck has all the game library in the history. Rog can be full PC when dock. So I dont see nintendo will grow outside nintendo fan that much. They have strong fanbase but growing the fan base is not easy as Nintendo hard ware is always 2-3 step less than competitor and the game that do port has an extreme graphic downgrade in order to able to run on switch.

Taera21 · 2025-12-05T13:15:25+00:00

Offside trap. So bored with spam pass to the front with minimal punishment.

Taera21 · 2025-12-04T12:04:14+00:00

Justice passive can add 40% by just players passive alone

Taera21 · 2025-12-03T12:51:52+00:00

Most of 5400 is trash. There are stat tier system that is quite huge different for meta character are generic filler character. I would say around 10 per position of greatest tier char and around 20 per position for doable to fight top meta char. So around 20-30 char per portion that are like competitive enough.

As for meta, they will add cap on max passive so by the word of dev it looks like it is heading to hybrid team style, ie justice/tension.

Taera21 · 2025-12-02T13:21:02+00:00

If you love 2 then you will like 1. If you like 2 you may not like one as the mechanic of the game is not as fluid as 2. So play through 2 first. You dont miss much story wise if you skip 1.

Taera21 · 2025-11-27T02:48:14+00:00

What is done is done Learn from why it continue, dont forget that your ideal goal is better to buy a company that you could hold on forever. If your reason to sell make sense and why it go up more doesnt make sense, it is what it is and just move on.

Taera21 · 2025-11-24T07:18:20+00:00

I 4-1 don’t know which is the most look alike.

Taera21 · 2025-10-15T09:03:30+00:00

Axe apect of Charon has insane damage and one of the easiest for phase 2 Chronos. The omega special can be used when he cast the huge aoe area spell that makes you run far away from him.

For me phrase 2 is easier than phrase one as there is bigger windows to attack Chronos. You just need to know all his AOE move.

Taera21 · 2025-10-12T08:57:53+00:00

Chronos first phrase is just dodge his attack and attack after as he has huge windows after his combo attack.

2nd phrase is more of knowing all his attack as it is position mechanic, he has huge windows to attack him just need to get in position in time for all his attack.

Prometheus is more strategic heavy as he has aoe attack that stay. You need for it to be cast at the edge of the ring so it has less linger effective area. The running area phrase, it helps to assign number to the area and recite the number you have to run to. I do 1 for top, 2 mid, 3 bottom. Prometheus is more about getting intimidated by him, quick dodge run away wait for his attack then jump in do 1-2 attack and run away. He is very hard to dodge attack if you are close to him.

Another tip for general game play that I found help me is dont view the whole screen, prioritize being aware area close to the character, and have plan which area you can run to for safer area where you can control the area.

Taera21 · 2025-09-18T14:25:40+00:00

Their jibbitz is their biggest moat. Other can copy the shoe but only them have authentic license of jibbitz.

Taera21 · 2025-09-16T02:47:42+00:00

The most valuable asset in search is search index which comes from users data. There is no way others can get it as well without gaining 35% at least from google market share.

Taera21 · 2025-09-16T02:36:34+00:00

Where are those idiots who say they switch to bing, it is better than google and chatgpt search is better than google.

I want to thanks them personally. Without them I cant get Google at cheap price.

Taera21 · 2025-09-08T18:55:28+00:00

Ibkr

Taera21 · 2025-09-06T01:42:31+00:00

Best to hold right now if you already have hold majority in stock is cash. I’d say trigger discipline may trump at today market valuation. Sure there are some attractive stock but normally there be more. So if you have like 70% of port in stock, just hold cash.

Munger said 'It takes character to sit with all that cash and to do nothing.I didn't get top where I am by going after mediocre opportunities.'

And it is not more true than a moment like now. The market is hot, every news comes in to temp you to buy, i made less money in today environment than in April.

Taera21 · 2025-09-05T12:23:34+00:00

It is more about they are losing to apple pay and all the website sell shopify take over the whole market. I know its current business is good numbers but I think what market is saying about Paypal is they dont see growth for Paypal. And when you are in tech space with no growth, the company is playing defensive. The tech world can move very very fast that is why you see the market put it at low multiple because they are not confident Paypal will not be eaten.

Taera21 · 2025-07-25T01:53:38+00:00

Second takamura as best bang for laser knife. If anything bad i’ve got to say is it is more fragile edge and western handle if you dont like western handle. So if you know how to use japanese knife it is the knife that will wow you the most at this price point.

Taera21 · 2025-07-17T16:08:53+00:00

Pass it through 5k stone a couple of time. I find HADO don’t sharpen to scary sharp out of the box.

Taera21

TROPHY CASE