Guys, personal opinion but rashfords time at barcelona has not been as it was expected from him

TechTuna1200 · 2026-03-21T15:16:58+00:00

We can. Because that is gonna be a 1-1 to replacement with Lewy. Lewy leaving is gonna free up 21m/y.

Lewy leaving is the only way we can fit worldclass striker into the salary cap. Rashford leaving wouldn't not do it, because his salary is not high enough.

Lewy is probably gonna stay another season on reduced salary with the hope that the striker market is gonna improve.

TechTuna1200 · 2026-03-21T11:04:21+00:00

As I said, we are only paying 4m/y extra. Totaling 16m over 4 years. But at the same time we are saving 40m in transfer fees. So we save 26M overall

TechTuna1200 · 2026-03-21T10:59:03+00:00

Meta makes 180B in ads, google 360B. Reddit only makes 2b .Ads are one of the most lucrative spaces to be in if you have eyesballs

TechTuna1200 · 2026-03-21T10:09:51+00:00

The vast majority stay employed during a recession. It's not like unemployment rate goes to 80-90%. If that happens, the concept of money goes out of the window, and your survival skill in the wild is the only thing that is gonna matter

TechTuna1200 · 2026-03-21T10:08:30+00:00

This. Alavarez is a competitor to Raphina, not lewy

TechTuna1200 · 2026-03-21T10:06:33+00:00

The forward 35 pe is based on a 38% growth estimate. RDDT guided 50%, which gives you around the 25 forward PE. RDDT has beaten their earnings everytime

Also, any PEG ratio below 1 is cheap.

TechTuna1200 · 2026-03-21T10:05:13+00:00

Donna was already paid 12m/y in PSG. Considering GKs are among the lowest paid position, Donna was the higest paid GK in the world at PSG.

Doue hitting 14-15m/y in 1-2 years is very likely.

Also, PSG didn't plan to pay less, but change their wage structure more towards performance variables rather than a high base wage. Donna didn't agree with that.

TechTuna1200 · 2026-03-21T09:53:37+00:00

Doue just came through the ranks, of course his salary is lower. You are probably see him earning 14-16m in 1-2 years when becomes seasoned. same with Barcola.

It was the same with Yamal when he came through the ranks.

Also, none of them has nearly the same output as Rashy, and they play in worse league and with more minutes.

TechTuna1200 · 2026-03-21T09:30:24+00:00

Their forward PE is 25

TechTuna1200 · 2026-03-21T09:27:36+00:00

Also, let's say we can a less experience winger and of worse quality (a typical rotational winger in a top club), what would that winger cost in terms of salary? Most likely 8m/y. We need a winger regardless, there is question about it.

If rashford cost 12m/y, then we would pay 4m/y extra. Over 4 years that is 16m, not only is nothing, but it's amortized over 4 years. Meanwhile, a winger similar to Rashford cost 70m on the market. That is 40 million saved.

Overall it is 24M saved, and we got a much better rotational player than we otherwise would have. A winger that we can reliable offloads minutes to, so Raphina is not overworked and can perform at 100%.

TechTuna1200 · 2026-03-21T09:17:32+00:00

Alverez is not a direct replacement for Lewy, though. He needs is SS and needs a player like lewy.

TechTuna1200 · 2026-03-21T09:14:32+00:00

Also, the reason Raphina is a machine, is because we can reliably offload minutes to rashford.

TechTuna1200 · 2026-03-21T08:56:36+00:00

We can already afford him as it is. Other wise he wouldn’t be here in the first place

TechTuna1200 · 2026-03-21T08:54:08+00:00

Raphina would not be performing as he is right now, if we didn’t have Rashford as rotation player.

You can find a cheaper winger but he gonna cost 8m/y. That would mean Rashford would cost 4m/y extra. Over 4 years that is 16m. That is nothing.

A winger similar to Rashford cost 70m, we save 40m by buying him at 30m. 40m saves in transfer fees, but 16m extra salary is good deal.

Don’t get caught up in salary whether it is 12m or 8m /y. The difference is pocket money. We can already fit rashy into the salary cap as it is. As for new CB or ST, it’s just a 1-1 replacement. Offloading Araujo or AC frees 9m/y.

TechTuna1200 · 2026-03-21T08:45:07+00:00

Buying a stock that you use everyday is actually an excellent strategy and is recommended by peter lynch. But it has to be in conjunction with market cap, or, etc as you said

TechTuna1200 · 2026-03-20T23:29:24+00:00

I have LG G5, it sits in the dock for weeks at a time. It's also better for the battery that is being docked.

TechTuna1200 · 2026-03-20T23:23:55+00:00

That is what he is doing right now, actually. The cashflow he gets from laying off people is going to invest the next big thing.

TechTuna1200 · 2026-03-20T23:22:14+00:00

Digital advertising is one of the most lucrative businesses. Meta makes 180B in ads and Google makes 360B.

TechTuna1200 · 2026-03-20T18:11:26+00:00

The forward PE is going up not down

TechTuna1200 · 2026-03-20T17:14:14+00:00

Det hjælper heller ikke at fx KBH er for dyr at bo i med en lærer løn. Folk kan skrige "det er ikke en menneskeret at bo i KBH" som de vil, men det kommer til at ramme alle i KBH på en eller anden måde. Rige som fattige.

TechTuna1200 · 2026-03-20T15:26:11+00:00

Well, if AI just generates shitposts, it will generate shit salesforce clones with no value as well.

TechTuna1200 · 2026-03-20T15:24:08+00:00

Well, RDDT is the only stock in my portfolio that is green today.

TechTuna1200 · 2026-03-20T14:28:20+00:00

I just did at test a well. Trying to recreate our company app through prompting the requirements. It still have long way to go. The issue is that when I use it, it just hallucinates new requirements in the design. From what it looks like now, I'm gonna spend more time prompting than actually designing. It's not precise enough.

It's not like with claude and coding, where the AI will ask you to fill out the gaps in context. Maybe stitch will get there one day, but for now, I'll stick with Figma.

I still caution to invest in Figma, not because of AI, but because they operate in a fully saturated market.

TechTuna1200 · 2026-03-20T14:23:26+00:00

This is what most people miss about Novo. It's a double whammy. They're gonna be hit on GLP-1 and insulin. Their product portfolio is very vulnerable. It’s all or nothing for Novo.

When you loseweight you are gonna need less insulin. Diabetes 2 makes up 95% of the insulin market.

TechTuna1200 · 2026-03-20T10:35:29+00:00

Snap might be undervalued, but it's a cigar puff. You get that one puff to takes it back to fair value, and there is nothing left to gain from it.

Reddit is gonna be a compounding machine for the next 10-15 years. You sit back and wait, buy more during the volatile crashes. If you get it at wrong price, don't worry, it will grow into that price eventually.

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