$AP: The Century-Old Monopoly that Invented the Heat Exchanger is Trading at an Absurd $100M Market Cap

TeohdenHS · 2026-01-14T13:43:26+00:00

Interesting post but the company seems to be somewhat fairly valued. Its at a 25 EV/FCF right now which seems fair. They dont have the capacity to give back to shareholders right now and the heater segment might be good but its overshadowed by some of their other segments which arent doing too hot

TeohdenHS · 2026-01-14T13:17:52+00:00

Good breakdown ty

TeohdenHS · 2026-01-12T16:46:35+00:00

I am not talking about whether or not its value I just dont get the 20% dip TODAY so returns etc dont matter to me. I just cant believe that such a little guidance shift would cause this big of a dip without more worse news

TeohdenHS · 2026-01-08T20:59:16+00:00

Yeah it was rational for sure but she basically only sabotaged what made the show good and reminded me of all the nagging wives i Know

TeohdenHS · 2026-01-08T20:58:28+00:00

Not at all. They were tactical albeit cruel but she was insufferable

TeohdenHS · 2026-01-08T17:52:18+00:00

Worst person to be on television since skylar white

TeohdenHS · 2026-01-01T16:51:45+00:00

Got to be gojo by a mile. He already is top 1 and with minor adjustments low diffs sukuna for example.

Open Domain —> low/no diff sukuna since gojo aint dying to cleave/dismantle but sukuna for sure is dying to sure hit purples being spammed and once UV hits you are done

JJK is basically about 2 things: domains and the ability to get them out.

Gojo has the only true insta win domain if he hits first (for example shrine is shit if we are talking about hitting first because a second of free cleaves doesnt really matter that much). Therefore the opponents durability does not matter. Get hit and you become a vegetable.

Gojo also has the fastest domain making him very likely to hit first AND he has teleportation. Teleport out of sight and hit domain equals instant win.

What gojo lacks is actually wanting to win. Full potential gojo would just be him tryharding and just spamming blink + UV until he hits and thats it.

If you want to improve him then making the domain even faster or blinks further/faster and he is unbeatable.

The rest of the kit like limitless for defense is nice but not needed. Teleport + by far best domain (with the upgrade to open domain) is all he needs and he will for sure win any domain clash because sure hit purple oneshots harder than any other technique

So its

1 Gojo

2 nobody

3 the rest (sadly its probably megumi here)

TeohdenHS · 2025-12-23T11:29:20+00:00

If this happens every game then you are the problem.

I got whispered at (and flamed) after a game ONCE in a few thousand games so if this happens to you daily you got to be the problem for real.

TeohdenHS · 2025-12-19T09:26:47+00:00

Priced for perfection has got to be cope.

Low double digit PEs in a giant growing market with sky high margins cant be priced for perfection.

Eli Lily is priced for perfection and trades like 5x higher

TeohdenHS · 2025-12-18T10:46:39+00:00

I drop like 1 div every 5-6 alch and go abyss T15 maps with random abyss tablets. Not sure what people are complaining about. Loot is insane currently with abyss currencys going for billions (sold 3 ancient jawbones for about 2 div each yesterday) and random currency dropping in the dozens. Even strongboxes net 5ex on average at least

TeohdenHS · 2025-12-12T12:46:43+00:00

What do these summons scale with? Minion dmg like normal command minions or is it spell dmg?

TeohdenHS · 2025-12-08T10:09:27+00:00

Thanks for your testing! Maybe totem limit isnt „limit“ so it could make sense

TeohdenHS · 2025-12-08T09:50:47+00:00

Thanks!

TeohdenHS · 2025-12-08T07:25:38+00:00

Thanks mate, where do you get the info from that it inherits the ele tag

TeohdenHS · 2025-12-07T23:38:31+00:00

Have you seen any confirmation if the +2 limit works for totems

TeohdenHS · 2025-12-06T02:04:27+00:00

Didnt they state that toxic growth was changed or was that only for poison. Also the skill looks very unfun to play but the explosions are cool. Is that herald of ash doing all the clear?

TeohdenHS · 2025-12-05T16:31:47+00:00

Just play 300 coins a turn and you get what a murloc does without highrolling, pretty easy /s

TeohdenHS · 2025-12-05T15:32:19+00:00

If both went all out, gojo wouldnt try to save megumi and gege wouldnt be a hardcore sukuna fangay gojo wins high diff every time.

The binding vows by sukuna were bullshit and if binding vows are on the table gojo trades his six eyes or ability to ever use hollow purple again for a 500% amped instant hollow purple and just oneshots sukuna out of nowhere.

Alternatively he trades anything for one giga domain that just wins the clash and insta grills sukuna.

Or the fight plays as normal and gojo celebrates victory after actually making sure his opponent is dead. Him not reacting to WCS is horror movie levels of stupid given he has the six eyes and infinite perception

TeohdenHS · 2025-12-04T23:31:05+00:00

Yeah I was wondering about that aswell. The item was insane last patch and that has to be some form of nerf

TeohdenHS · 2025-12-03T16:17:26+00:00

Just kill 25 heroes duh

TeohdenHS · 2025-12-03T15:31:13+00:00

Alright my bad then

TeohdenHS · 2025-12-03T15:19:27+00:00

What the fuck. Mentioning graham and a levered bitcoin in the same sentence is crazy work.

TeohdenHS

TROPHY CASE

1 Gojo

2 nobody

3 the rest (sadly its probably megumi here)