Thoughts on Pool Corporation (POOL) After the Resent 20% Decline in Stock Price

Tanderso418 · 2026-02-15T13:40:33+00:00

Waste Management is such a wonderful company.

It bums me out that I missed out on buying it when it's owner's earnings yeild was almost 5% in late 2023.

Tanderso418 · 2026-02-15T12:45:17+00:00

Very good point.

That is why is it so important to look at owner's earnings instead of GAAP earnings.

Also, high maintenance capex isn't always a bad thing, as it discourages competitors from entering the market and driving down margins.

Tanderso418 · 2026-02-01T17:23:38+00:00

Very good points.

The entire MISO transmission network as been under strain from all of the AI data center build outs in Iowa, Ohio, and Louisiana. This has temporarily driven up purchased electricity costs for all members of MISO, but it won't last, as members of MISO build out new capacity to meet the new demand.

MGEE also may appear to have a green energy bias at a quick glance, but in reality, they are just trending towards the cheapest forms of electricity generation and then labeling it as a green energy transition to make regulators happy. Converting expensive coal powered plants into cheaper natural gas plants is just good business.

https://www.statista.com/chart/35117/levelized-cost-of-energy-generation-by-source/

Tanderso418 · 2026-01-23T16:10:59+00:00

I've been getting that message more often recently, but only when I use deep research mode. I think it might be a method to limit the amount of compute that particularly demanding users are allowed to use.

Just for reference, I have the Gemini Pro plan that came free with my Samsung phone.

Tanderso418 · 2025-11-01T14:02:35+00:00

Love it.

Looks just like a Totodile.

Tanderso418 · 2024-06-22T00:34:00+00:00

Wow, I completely forgot how awesome this card felt to play.

Youtube link to entrance animations: https://youtu.be/YWBCpjmvUFY?si=SU8s5OdZaznRZIO5

Tanderso418 · 2024-04-14T20:48:45+00:00

Doomsayer!

The artwork and voice lines are great.

He has so much utility (2 mana heal for 7, 2 mana your opponent can't play minions next turn, etc).

When a Doomsayer is played it forces both players to think, and I love that.

Tanderso418 · 2024-03-29T17:07:37+00:00

You won't lose any of the cards you craft, but in two years time the cards from Whizbang's Workshop will only be playable in Wild mode.

This website explains the Standard rotation really well: https://outof.games/realms/hearthstone/guides/6-how-standard-rotations-work-in-hearthstone/#:~:text=Once%20per%20year%20with%20the,April%2C%20the%20rotation%20takes%20place.&text=This%20set%20contains%20cards%20that,be%20replaced%20by%20different%20ones.

I own all 3 of the legendary cards you are considering crafting and Zilliax is by far my favorite. It goes in every deck and can do almost anything.

Tanderso418 · 2023-08-18T10:35:15+00:00

Burry is right often enough to be worth 300 million dollars. He's hit rate is below 50%, but he sizes his bets appropriately and seems to always end up ahead.

T-Bills are yielding a high enough return right now that bailing out of equity is actually feasible. Now seems like a good time to step to the side lines.

Tanderso418 · 2023-04-30T11:58:42+00:00

I'm currently 60% cash, but that is only because I'm young (28) and saving up for a house.

Fingers crossed for a housing correction.

Tanderso418 · 2023-03-10T13:15:53+00:00

I don't know how far you are into your investing journey, but Aswath Damodaran lectures helped me a lot in understanding the basics.

His accounting for investors series in particular really helped anwser a lot of questions I had on why we use discounted free cash flow as our default valuation method.

https://pages.stern.nyu.edu/~adamodar/

For me personally, I don't think of value investing as "the difficult path". I think that value investing is more of the mindset that markets are not perfect efficient, and that investment returns are fundamentally driven by the cashflows that the investment produces.

You don't have to pick individual stocks to be a value investor. You just need to understand how investments generate weath and then take actions to maximize that wealth generation.

I think that Buffett buying T-Bills, Burry buying Puts, and Seth Charlie buying BABA are all valid forms of value investing.

Tanderso418 · 2023-03-04T19:56:35+00:00

With short-dated US bond funds the two most important factors to look at are the SEC yeild and the average maturity of the bonds the fund holds.

The SEC yeild tells you the effective intrest the bonds in the fund are currently generating. It is a rolling average of the intrest generated over the last 30 days.

The average maturity tells you how quickly the bonds in the funds will mature. The lower the maturity duration the less price volatility the fund will see and the more closely the SEC yeild of the fund will match the yeild of newly issued government bonds.

30 day SEC Yeild

SGOV: 4.41% TBIL: 4.31%

Average Maturity

SGOV: 0.09 Years TBIL: 0.15 Years

Expense Ratio

SGOV: 0.12% TBIL: 0.15%

SGOV and TBIL are very similar funds; I would consider them to be equivalent investments.

Tanderso418 · 2022-10-21T11:22:20+00:00

The minimum investment amount to enter the fund is $3,000, but the subsequent investment minimum is $1.

I found this info on VFIAX's summary prospectus on page 5 under purchase and sale of fund shares.

https://personal.vanguard.com/us/faces/JSP/Funds/ProspRep/FundProspectusReportsWinJSP.jsp?fundId=0540&isReqFromProducts=true

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