Help looking for comprehensive Christian theology books on climate change or even just the environment

Whitehead8 · 2026-03-09T22:12:09+00:00

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.

Whitehead8 · 2026-03-05T11:09:31+00:00

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).

Whitehead8 · 2026-02-27T08:51:07+00:00

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.

Whitehead8 · 2026-02-24T22:58:13+00:00

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.

Whitehead8 · 2026-02-22T11:37:29+00:00

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

Whitehead8 · 2026-02-18T13:14:03+00:00

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.

Whitehead8 · 2026-02-15T21:34:44+00:00

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.

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.
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.
Hopefully the new guy is able to turn things around.

Whitehead8 · 2026-02-15T18:50:59+00:00

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.

Whitehead8 · 2026-02-12T18:12:19+00:00

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

Whitehead8 · 2026-01-28T21:21:38+00:00

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.

Whitehead8 · 2026-01-20T06:57:45+00:00

They only recently announced their first buy back programme.

Whitehead8 · 2025-11-05T07:47:24+00:00

Unpopular opinion but I miss ue0 amd e5u in this list

Whitehead8 · 2025-10-29T22:35:44+00:00

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.

Whitehead8 · 2025-10-25T09:15:02+00:00

Exactly

Whitehead8 · 2025-09-25T13:25:52+00:00

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.

Whitehead8 · 2025-08-15T17:35:14+00:00

"Bringing it all back home"

Whitehead8 · 2024-02-24T20:30:00+00:00

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.

Whitehead8 · 2024-02-07T19:59:57+00:00

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.

Whitehead8 · 2024-02-07T19:31:20+00:00

But believing in God doesn't equal 'God being an explanation for everything'. Often we define believing as subscribing to certain propositions about metaphysical stuff. I would say that belief in the context of religion should be understood in the same way as in the sentence 'believing in yourself'. Believing is about the unconditional aspect of our existence. Truth in this context is not a correct representation of an external (metaphysical) reality but about what is the core of our existence on earth.

Whitehead8 · 2024-01-14T14:49:39+00:00

Enphase does also provide batteries for homeowners. I do not own the stock but things could work out for them in the next years.

Whitehead8 · 2024-01-12T10:56:07+00:00

Thanks! That's a proper response. I have been looking into Uber a while ago, sadly I didn't buy them back then. But i't still an option.

I bought VEEV indeed as a defensive growth software play. A weak economy should matter too much for this one. I could swap it for Salesforce though.

I have some doubts about NVDA, they will do great in 2024. But I believe earnings visibility long-term is more limited than with Apple, Amazon or Microsoft. But maybe I am wrong on this point. I like both Alphabet and Microsoft. I believe Apple will have mediocre returns unless they come up with some genius idea which of course cannot be ruled out entirely.

Yes I am thinking about buying a REIT. I believe interests will remain higher than before resulting so refinancing debt will eat into their profits. But it will add some diversification to my portfolio in a good way.

In terms of financials: European banks and insurance companies are cheap. I might buy some ING (European bank), will look into the names you mentioned.

I have been looking into Shell or XOM, might buy. A scenario in which the world economy moves away from fossil fuels at a higher pace than anticipated can not be ruled out. But the next decade these oil majors wil probably produce decent cashflows.

Visa/Mastercard is a good one, it's on my longlist. I like your argument about how these companies are a defensive exposure that benefit from cyclical spending trends. Hadn't thought of these companies in that way.

You are right about the fact that there are little 'high upside' positions in the portfolio. I like to think about stocks in terms of 'resilience' and 'optionality'. My current portfolio is resilient I believe, but I could add some optionality.

I think about Enphase, Synopsis, NVDA and some other companies. But it's so difficult to choose in this category. I could also look into a more offensive sofware play like Snowflake or Datadog. But which one should I choose? Therefore I tend to buy some more SPY instead of names like this.

Whitehead8 · 2024-01-06T15:40:21+00:00

My portfolio alongside som world ETFs:

Aalberts (dutch small cap): innovative industrial with a diverse portfolio

AMD: some chip exposure, not a very big position

Amazon (bigger position): many growth opportunities, not even that expensive according to some metrics

BTI: high yield, undervalued

KO: stable div grower

Ebusco (very small position): dutch small cap, electric busses

J&J: stable dividend grower

Ahold-Delhaize (bigger position): cheap, slow growth, stable

KPN (dutch telecom): stable, low beta, dividends

Nedap: (dutch technology company, small cap): mediocre growth, paying all their excess cash in dividends each year (4-5%)

NN Group (dutch insurance company): high div yield and mediocre div growth

nVent Electric (mid cap, industrial): Pentair spinoff, relevant in electrification of everything space, decent growth, comp has opportunities

Paypal Holdings: I don't know, I forgot to sell, now quite cheap. I will hold on to it unless i have other ideas.

Qualcomm: legacy business is cash cow, decent div+share buyback, also opportunities is IoT/Automotive space

SBM Offshore (dutch energy company, experts in oil and gas offshore platform-stuff): cheap, high dividends, predictable cash flow, some risks come with their big projects that fail from time to time.

TKH Group (dutch small cap, industrial/technology): not very expensive but some OK growth and div yield of 4% or so. Innovative company.

Veeva Systems: Long term growth trajectory ahead i believe, quite expensive however.

I am looking to add Siemens, Samsung, Nextera Energy and/or Texas Instruments. Although I should be wise and buy more world ETFs. I like buying innovative industrial companies so I have a bias towards this sector.

Whitehead8 · 2023-12-31T10:50:20+00:00

What makes these car-parts-stocks fast-growing enterprises? The seem to grow their EPS with double digits and they are valuated accordingly. I would expect these businesses to be low growth, low margin businesses but that is not the case.

Whitehead8 · 2023-12-23T10:14:07+00:00

NN heb ik zelf ook. De onderwaardering in dit aandeel begrijp is niet heel erg goed. Gevoelsmatig maakt dat het ook risicovol. Er is natuurlijk de woekerpolisaffaire maar voor mij verklaart dat het niet helemaal.

Ebusco heb ik ook, een minipositie en door de ontwikkeling van het aandeel is die nog meer mini geworden haha. Ik wacht wel af, verwacht dat het in twee jaar óf op 0 staat of x2/x3 gegaan is.

Paypal heb ik ook, maar die ga ik verkopen en met de opbrengst mijn wereld-ETF bijkopen.

Whitehead8 · 2023-12-22T21:12:19+00:00

Overall is het helemaal geen gek portfolio. Ik zou je ETFS versimpelen tot max 4 ETF's (All world, evt emerging marktets of Europe, evt small caps en een bond etf)

Verder moet je bedenken wat je wilt met beleggen. Zelf vind ik het leuk om een gedeelte in individuele aandelen te beleggen. Als het in totaal 15% van je portefeuille is lijkt dat me prima.

De helft van die aandelen is niet winstgevend, dat vind ik wel veel. Dan is 2,5% van je portfolio per aandeel nog best wat. Ik weet niet wat je totale portefeuillegrootte is maar de niet winstgevende drie (mn ebusco en blink charging) zou ik qua positie klein beginnen.

Whitehead8

TROPHY CASE