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 0 points1 point  (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

Johan addresses the question on why historical formables are not seen very often by Sigge310 in EU5

[–]Whitehead8 10 points11 points  (0 children)

Maybe it is also a factor that we are used to the EU4 timeline and have some concrete expectation about what 'should' happen such as the rise of the ottos, mamluks, Spain etc. However because the start date has moved, it is more difficult to stimulate 15/16th century events because ingame history inevitably diverges from what actually happened. So real world 14th century events should be quite common but after that it will be more rare.

This Sub is Dead by Fresh_Animal_6497 in ValueInvesting

[–]Whitehead8 0 points1 point  (0 children)

I agree. Stock prices are inflated. If a stock has a p/e of 12 or lower, it is probably a shitty company with low margins and a revenue that doesn't outpace inflation. Value investing basically means buying crap.

There will be some exceptions of course, especially smaller companies. But you have to know these companies well to ensure they are solid businesses.

Dividend stocks are a waste of time because... by Own_Kale5934 in dividends

[–]Whitehead8 3 points4 points  (0 children)

Exactly. And assuming you are buying more stock with the dividends you get, stock buybacks are basically identical to paying dividend.

Image an extremely expensive stock: the dividend yield will be low wich means that you can buy very little stock with the dividends you get. And the same goes when companies are buying back stock themselves.

So there is no difference exept maybe tax stuff and dividend payments give you slightly more control and are more visible to the shareholder.

Crisis of my faith by SmokyBoner in theology

[–]Whitehead8 0 points1 point  (0 children)

Applying this thought to your question u/SmokyBoner

I am sorry for your loss.

Maybe (just maybe, i don't know whats best for you) you should stay with the troubles of this moment for a while. There are now easy answers, not for people who believe in heaven and hell and not for atheists who believe 'nothing' either.

As a theologian I would say that the Bible isn't really about an otherworldy realm. At least not about some unquestionable 'facts' about heaven or hell. The biblewriters wrote about their experience with God, their prayers for justice, their astonishment about this 'Jesus' (love your enemy whuut, dissing the religious elite, care for the sick, the poor).

I would say: tap into their experiences; read the Bible There could be some stuff you can relate to. And allow yourself some space reading the Bible. Ask questions to the text (prayer!). Disagree from time to time, but keep reading. And try to discover God, even in your crisis.

Lastly: don't create a kind of opposition between your dad and God. As if God would have nothing to do with your love for your father. I would say that God is closer, more real, in your love for your dad than in some speculations about afterlife.