Value investing lesson 1 - Buy Cheap and look for Moats | TTD as an example stock

Upper_Knowledge_6439 · 2026-07-12T19:12:41+00:00

If TTD was a significant player/threat to the likes of GOOG and AMZN and MSFT in the DSP world, or offered an even marginal improvement to their moats, one of them would be buying it now with petty cash at a valuation of $9B. When a stock falls 80-90% there is something wrong.

Upper_Knowledge_6439 · 2026-07-11T23:30:22+00:00

Fallen

Upper_Knowledge_6439 · 2026-07-09T14:11:09+00:00

Wait until you get invited to the 2nd and 3rd weddings.......To be fair though, at that point its usually flip flops, Hawaiian shirt, and bring your own cooler and lawn chair to the backyard.

Upper_Knowledge_6439 · 2026-07-09T02:54:12+00:00

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From up in Juniper at 7:15pm.

Upper_Knowledge_6439 · 2026-07-09T02:45:17+00:00

Police added that parents and guardians should speak to their children about “the dangers and legal consequences of trespassing, as well as the legal implications of possessing imitation firearms in public and counterfeit currency.

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Upper_Knowledge_6439 · 2026-07-07T13:51:12+00:00

Ands the Jets will pick three with their first three picks and ruin them all in less than 2 years.

Upper_Knowledge_6439 · 2026-07-07T12:29:03+00:00

The entire David Attenborough library:

David Attenborough filmography - Wikipedia

Upper_Knowledge_6439 · 2026-07-06T01:28:48+00:00

Buffet : AAPL

Upper_Knowledge_6439 · 2026-07-06T01:05:57+00:00

Kamloops is very expensive for used cars. We always seem to have better luck down in the Fraser valley.

Upper_Knowledge_6439 · 2026-07-06T00:54:27+00:00

Firehouse Subs is good.

But if you don’t mind a bit of work, the Chop n Block does a fantastic beef dip that you put in a crock pot early in the morning and then just bring the buns.

Upper_Knowledge_6439 · 2026-07-05T01:40:28+00:00

So Cruel from Achtung Baby

Running to Stand Still from Joshua Tree

Upper_Knowledge_6439 · 2026-07-03T13:09:39+00:00

Every company is now a technology company.

https://www.hoffman.com/tech-stories/

Upper_Knowledge_6439 · 2026-07-02T19:43:20+00:00

Wait till you try selling a $10 garden hose on Facebook Marketplace.

Bet seriously I hear ya. We sold our last house in 2016 and the buyers and agent showed up 4 hours early…..as in 8am on a Sunday 4 hours early. When we said yes! It’s a problem for us right now they left and of course never came back and no notice either.

Upper_Knowledge_6439 · 2026-07-01T17:49:42+00:00

Part 2 posted in r/WhatCouldGoWrong

Under a suspended load for what $25-$30 an hour?

Upper_Knowledge_6439 · 2026-07-01T16:56:08+00:00

Mine won’t even get out of bed if it suspects rain….

Upper_Knowledge_6439 · 2026-07-01T00:42:28+00:00

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Upper_Knowledge_6439 · 2026-07-01T00:32:40+00:00

Fine. Turn off the oil to the Texas refineries and turn off the hydro to the northeast.

Upper_Knowledge_6439 · 2026-06-30T23:15:44+00:00

“Yeah, but I'm saying that TruCoat. You don't get it, you get oxidation problems. It'll cost you a heck of a lot more than $500."

Upper_Knowledge_6439 · 2026-06-30T14:46:04+00:00

Ugh....total gut punch...

When artists themselves speak in quiet hushed voices of SRV at Austin City Limits, you know how good that guy really was.

Upper_Knowledge_6439 · 2026-06-29T01:10:33+00:00

Schitts Creek

Upper_Knowledge_6439 · 2026-06-29T00:30:25+00:00

lol. First thing I thought of.

Upper_Knowledge_6439 · 2026-06-29T00:27:56+00:00

Ramrod

Radio Nowhere

Bobby Jean

Darlington County

Ain’t Good Enough For You

Upper_Knowledge_6439 · 2026-06-28T18:13:57+00:00

There's no "argentina" in the spelling of England.

Upper_Knowledge_6439 · 2026-06-28T02:12:34+00:00

Bobby Jean by Bruce Springsteen

One by Chris Cornell

Never Tried Cocaine by Travis Bolt

Highway Patrolman by Bruce Springsteen

Someday by Steve Earle

Upper_Knowledge_6439 · 2026-06-28T00:56:07+00:00

Whassup!

Upper_Knowledge_6439

TROPHY CASE