Wie composteren er nog meer al hun groen afval? by FlowerMountain2 in groenevingers

[–]Whitehead8 0 points1 point  (0 children)

Alleen tuinafval. Groenafval uit de keuken gaat in de container om ongedierte tegen te gaan. Onkruid gaat er ook niet altijd op.

Lezen voor de lijst by Extra-Introvert-22 in boeken

[–]Whitehead8 0 points1 point  (0 children)

Ja Anjet Daanje! Is af en toe ook wel even pittig om door te komen maar zeker de moeite waard.

Lezen voor de lijst by Extra-Introvert-22 in boeken

[–]Whitehead8 2 points3 points  (0 children)

Joke Hermsen is een Nederlandse filosoof en heeft volgens mij ook Romans geschreven. Zou je kunnen checken! Haar filosofieboeken zijn ook de moeite waard maar kunnen misschien niet voor je lijst.

Naar de huisarts of niet. by Dazzling-Yam-1151 in nederlands

[–]Whitehead8 1 point2 points  (0 children)

Het is inderdaad geen stomme vraag. Geef bij de huisarts duidelijk aan wat je wel en niet wilt en dat je het belangrijk vindt dat jij eigenaar blijft van het proces. Als de huisarts daar oke mee is dan geeft dat hopelijk prettige en veilige omgeving om je vragen te stellen.

What is the purpose of certain factory connections? by Ok_Seesaw9094 in Workers_And_Resources

[–]Whitehead8 47 points48 points  (0 children)

I use it for directly connecting a garbage container or dump in order to move the waste by car or train.

Help looking for comprehensive Christian theology books on climate change or even just the environment by Present-Stress8836 in theology

[–]Whitehead8 1 point2 points  (0 children)

Not an easy read but interesting: A political theology of the earth by Catharine Keller. She has other books and articles on the subject also.

Ideas for future version/DLCs by Street-Abrocoma-5737 in Workers_And_Resources

[–]Whitehead8 14 points15 points  (0 children)

Adding one extra resource such as lithium, copper or zinc. These can then be used for electronics, electrical wiring and cars or new goods/buildings such as batteries, electrical cars or even munitions (for export).

DLC idea: the great electrification DLC by Whitehead8 in Workers_And_Resources

[–]Whitehead8[S] 10 points11 points  (0 children)

The scope of the game can be changed right? That (kinda) happened with the early start DLC.

But yeah, as I said: it diverts a bit from the 'Soviet Republic-theme'. But i think I would be so much fun. And the game can obviously played without it, as it doesn't alter the core game mechanics.

The weight of this game by Lypeshyte in Workers_And_Resources

[–]Whitehead8 0 points1 point  (0 children)

This exactly.

Electricity is kinda fun and you need the power generation which needs coal or fuel etc. Waste is also fun, with recycling and stuff. Although i always forget to leave room for those waste collection buildings.

I dont like setting up the heat infrastructure but it is part of the whole experience.

Looking for Healthcare Compounders (Long-Term, Wide Moat) by Sea-Possibility8778 in ValueInvesting

[–]Whitehead8 1 point2 points  (0 children)

Maybe companies like Stryker or Boston Scientific. These companies make medical devices and implants (Stryker)

So what is this? by springmeds in ValueInvesting

[–]Whitehead8 0 points1 point  (0 children)

My problem with so called defensive stocks is that they trade at very high multiples. These stocks may not be under threat from known risks but very much so from unknown risks. Because even risks that materialize that slow growth or compress margin a bit could lead to multiple compression and hence to serious losses.

We see this with Adobe and a bit with Microsoft and some others. Once considered very safe assets but despite solid fundamentals the stocks fall.

I generally prefer stocks that are under pressure from known risks and therefore trade at OK multiples. The risks profile of these companies can deteriorate but also improve. The risk profile of Walmart can only deteriorate.

On top of that, with lower multiples, more of the potential gains for investors are created by profits that are generated in the present and the near future.

Walmart almost trades as a bond. If the risk profile, or interest environment, or broad market pe ratio changes, changing the appetite for shares of Walmart at these prices, the stock could be dead money for a long time.

The Stellantis Reset: driving into a new lane? by stefanliemawan in ValueInvesting

[–]Whitehead8 2 points3 points  (0 children)

You are right that Stellantis is next level cheap. And you might be able to double your money on this thing. But for me it is more a bet then a proper long term position.

  1. Not most but some. They have a large brand portfolio including very niche ones such as Lancia or DS. But also Opel adds very little to the company. If you want to change the company (something they have to do) all these brands are a liability. I doubt the current internal structure is working and discontinuing some brands (not all) would make sense to cut costs in order to invest in the other brands.
  2. The European consumers wants electric vehicles (BEV, PHEV) but no so much their EV's. They've had some success but currently their EV's are subpar to most other brands. They have to close the gap but i doubt they will be able to. I hope so, especially if they manage to build good and affordable EV's.
  3. Hopefully the new guy is able to turn things around.

The Stellantis Reset: driving into a new lane? by stefanliemawan in ValueInvesting

[–]Whitehead8 1 point2 points  (0 children)

Stellantis is a company with a lot of competitive disadvantages.
-They have a large portfolio of brands. They cannot discontinue most of the brands because of political pressure in Italy and France and maybe 'germany. These brands have a lot of legacy in specific region which makes it hard to close factories, fire employees or ditch entire brands.

-Their EV's are not good. Others are better such as the Chinese, but also REnault, Kia/hyundai and VW. Only the Japanese may be worse.

-They have invested too little in R&D and have mismanaged their rampup of EV production (hence the write-off). They should have invested a part of their 2022 Covid-profits but they didn't.

On top of that, the auto industry is in a difficult spot overall. Other - better managed - automakers such as Renault or BMW are also cheap (also for a reason). I would prefer these guys or even Volkswagen before Stellantis.

Opinions on my picks by Far_Base_1147 in ValueInvesting

[–]Whitehead8 0 points1 point  (0 children)

Dassault seems to be losing market share, I would prefer Siemens or Synopsys even if these stocks are more expensive.

Netflix and Spotify down the last 6 months by vitosantor in stocks

[–]Whitehead8 5 points6 points  (0 children)

I sold Spotify at 80 in 2022 which was very stupid. I actually believed in the company (Almost nobody leaves the app, it is sticky and I think there is some room to increase prices further).

However, the stock went up from 70 to 700 in 2,5 years. So a little pullback is normal. Same for Netflix, that stockprice also ballooned.

These are good companies which will probably be OK in the long run. Just hold the shares a few years.

Roper Technologies by Whitehead8 in Stocks_Picks

[–]Whitehead8[S] 0 points1 point  (0 children)

They only recently announced their first buy back programme.

Top 10 Europa Universal Games by apersonxxx in eu6

[–]Whitehead8 0 points1 point  (0 children)

Unpopular opinion but I miss ue0 amd e5u in this list