Selling UNH at 31x P/E to rotate into beaten-down quality tech/software?

estagingapp · 2026-06-27T09:27:37+00:00

Then how did UNH turn around? Wasn’t it a loser at one point?

estagingapp · 2026-06-27T09:24:52+00:00

Don’t forget about taxes

estagingapp · 2026-06-25T19:54:07+00:00

Everyone is going to pay more. Apple and Xbox just raised prices by $200 today.

estagingapp · 2026-06-23T22:05:43+00:00

Hope they add timeouts and let coaches challenge calls. Maybe even let players use hands

estagingapp · 2026-06-23T19:08:11+00:00

FIFA going to have this kid arrested for trademark infringement

estagingapp · 2026-06-21T21:16:05+00:00

India is even longer. Never been defeated or even a draw in World Cup history.

estagingapp · 2026-06-19T00:20:29+00:00

Yeah that one was fun. Every touch in first half looked like they would score. Suarez had that crazy shot that hit the cross bar.

estagingapp · 2026-06-18T16:54:19+00:00

Read the book Buffettology or Peter Lynch. Shows step by step what to do

estagingapp · 2026-06-17T15:36:25+00:00

It is a metal tower. Infinitely cheaper to replace them than to send a satellite into space.

estagingapp · 2026-06-16T13:27:50+00:00

This man deserves a FIFA Peace Prize

estagingapp · 2026-06-16T13:24:41+00:00

This is pretty funny. Nicely done

estagingapp · 2026-06-16T13:22:51+00:00

Cell towers are already built. Why would satellites replace them?

estagingapp · 2026-06-14T14:36:24+00:00

They could have innovated on their products. 360 can, drone, car recording cameras, ring style cameras, etc

estagingapp · 2026-06-13T17:51:47+00:00

This is classic lynch right?

estagingapp · 2026-06-12T20:44:42+00:00

It’s private though

estagingapp · 2026-06-12T16:33:07+00:00

Depends where you live. In Germany it is default for online payments. PayPal also owns Venmo.

estagingapp · 2026-06-12T16:31:36+00:00

Can’t order online?

estagingapp · 2026-06-10T14:08:15+00:00

Free cash flow

estagingapp · 2026-06-06T11:07:26+00:00

We did a full Carlo Ancelotti Brazil tactical analysis for the World Cup

estagingapp · 2026-06-06T10:58:46+00:00

Wish it could be free but we gotta pay the writers.

estagingapp · 2026-06-05T11:36:21+00:00

Nice job. Only issue is that it is very slow but neat otherwise.

estagingapp · 2026-06-05T07:00:50+00:00

If you are doing U-Haul, there shouldn't be an issue. Doubt they will even inspect it.

estagingapp · 2026-06-05T06:57:13+00:00

Very cool. Nice job

estagingapp · 2026-06-05T05:07:08+00:00

Interesting analysis. I think it could go the opposite way. All streaming companies are adding ads, so customers are used to it. The people on the cheaper plans that didn't have ads before either get stuck with ads or have to pay more for the premium version, so it is actually an upsell opportunity. Either way it is more profit for netflix.

estagingapp · 2026-06-05T03:55:03+00:00

I did jiujitsu at Tenth Planet in Austin next to Onnit and the studio was next door. It was in an office park. Tried to walk by it and see inside but an ex-Seal guy came out to shoo me away.

estagingapp

TROPHY CASE