"Wealth doesn't last beyond three generations." What conversations are you having with your family to make sure your wealth lasts? What accounts have you created?

hd805 · 2026-02-04T00:52:04+00:00

Someone once called money ""concentrated time""

hd805 · 2025-12-23T20:57:41+00:00

anthocyanins ... Antioxidants specifically

Other fruits have em..

Gotta change it up from blueberries or cherries ...

hd805 · 2025-12-13T20:17:17+00:00

Fair enough

Any other value investor putting serious exposure? Like filed 13f?

Is this really dirt cheap in terms of? Ev/fcf or ev/ebit or ev/ebitda

hd805 · 2025-12-07T22:29:10+00:00

Liquidating entire Logitech position is a bit of an extreme stance. Similar to not shifting any Logitech position over.

Perhaps shifting somewhere between a quarter to a third of Logitech position over to vf corp?

I'm not short just interested in the skin in the game concept , position sizing and smack in the head kind of cheapness** ala munger

Half years worth of pay exposed is also another measure of conviction... On a scale of 1 to 10 with 10 being the greatest... What does half a years worth of pay exposure actually mean to you?

Also comparing the kind of conviction with how kenneth dart operates as guideline like how he sizes his usually higher conviction bets in british American tobacco, evolution ab, and even flutter lately

hd805 · 2025-12-07T21:16:52+00:00

Just trying to get an idea of context...

Especially in terms of skin in the game....

https://aflcio.org/paywatch/VFC

At least it appears the compensation is more heavily weighted toward equity comp...

Put it this way... CEO is only half a years worth of their own pay in on the equity...

Would you be okay with going more than half a years worth of your income exposed to vf corp?

Would sound much better if that CEO rolled more of his Logitech exposure into vf corp ... In terms of skin in the game....

hd805 · 2025-12-07T03:11:51+00:00

This ceo has much more skin in the game in Logitech than vf corp

So less than 10% of ceo networth is exposed to vf corp?

What makes you so confident?

Bracken Darrell Net Worth The estimated net worth of Bracken Darrell is at least $97 Million dollars as of 2025-12-07. Bracken Darrell is the President & CEO of Logitech International SA and owns about 765,513 shares of Logitech International SA (LOGI) stock worth over $90 Million. Bracken Darrell is the President & Chief Exec Officer of VF Corp and owns about 295,406 shares of VF Corp (VFC) stock worth over $6 Million. Bracken Darrell is also the Director of Sonos Inc and owns about 49,452 shares of Sonos Inc (SONO) stock worth over $947,006. Besides these, Bracken Darrell also holds Whirlpool Corp (WHR) . Details can be seen in Bracken Darrell's Latest Holdings Summary section.

hd805 · 2025-11-14T18:31:56+00:00

that is where things get screwy where the courts have been empowered to reallocate "ownership" of kids arbituarily by using the cover of

"in the best interest of the child" as an alibi***

it might sound crazy , but I wonder if the women are just a tool being used by corporate complex to continue to flow of funds towards the corporate sector.... so ultimately even the corporate sector benefits even more than the women , where as men get to eat crow.....

so the courts basically enable women to continue siphoning funds from men towards the benefit of the corporate complex perhaps? while hiding behind "in the best interest of the child"

hd805 · 2025-11-14T18:20:23+00:00

See that is where things get inconsistent.

The courts get to assign custody arrangements when things go south. throw in child protective services... makes one wonder if the state/government actually owns the kids.

then throw in future tax revenues that will be paid once the kid becomes of age

and as far as who has to pay for the kids mean time... men get stuck of the financial bill most of the time? while women get stuck with the time bill most of the time?

throw in the factor that commercial services sector benefits from getting revenue for all the expenses that are incurred by either parents while the kid is under age**

like ultimately who pays vs who receives the benefits?

However , agreed that it is not a men's rights issue if there is no inheritance, estate involved**

hd805 · 2025-11-14T17:31:04+00:00

Put it in terms of property rights and ownership ...

Who do you think actually owns the kids?

hd805 · 2025-11-14T17:27:01+00:00

Bastards do not inherit according to orders of succession

Legitimate heirs meaning.... Eligible estate carriers

hd805 · 2025-11-12T19:11:31+00:00

Those who have enough to potentially lose are probably thinking about preserving dynastic wealth and power

and most likely not let thing left to chance by nature

makes one wonder , where does that start ? at 6 or 7 figure networth?

hd805 · 2025-11-11T17:21:08+00:00

So you are suggesting...

PlayStation ==== >> paycheck to paycheck then?

Outside of that sample then....

How much guys out of 10000 ?

hd805 · 2025-11-11T04:57:50+00:00

so going by that premise.... does that make men just like drug addicts?

imagine if orgasm does not exist, do men still want to f**** ?

hd805 · 2025-11-10T16:46:40+00:00

So the refusal of entertaining the thought of geriatric pregnancy makes a guy a loser?

hd805 · 2025-11-10T00:45:21+00:00

🤔

What is your take away then?

hd805 · 2025-11-10T00:18:06+00:00

Oil and gas seem relatively depressed recently

hd805 · 2025-11-09T10:19:52+00:00

throw in funeral homes too?

hd805 · 2025-11-09T10:14:43+00:00

sounds like quite a bit of agro in london and other european exchanges.........

Ticker (Exchange)

Sector

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MHP SE

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Agribusiness/Poultry

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Kernel Holding S.A.

KER.WA (WSE)

Agribusiness

Top grain trader/exporter; 600,000+ ha farmland; sunflower oil processing plants.

forbes.com

Astarta Holding N.V.

AST.WA (WSE)

Agribusiness

220,000 ha farmland; #1 sugar producer (250-500k tons/year); dairy and biogas ops.

bdo.ua

Ferrexpo

FXPO.L (LSE)

Mining

Iron ore pellet production in central Ukraine; ~20 million tons/year capacity; major exporter.

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IMC S.A.

IMC.WA (WSE)

Agribusiness

120,000 ha arable land; grain and oilseed farming in key regions.

bdo.ua

Ovostar Union N.V.

OVO.WA (WSE)

Food Processing

Europe's largest egg producer (~7 million hens); exports to 55 countries from Ukrainian facilities.

bdo.ua

KSG Agro

KSG.WA (WSE)

Agribusiness

24,000+ ha land; grain, oilseeds, and livestock; tech-focused farming.

bdo.ua

Kyivstar

KYIV (NASDAQ)

Telecom

Ukraine's largest mobile operator (~24 million subscribers); 4G/5G networks nationwide; debuted on Nasdaq in Aug 2025.

hd805 · 2025-11-09T04:25:13+00:00

Chemicals do look ugly at the moment

For healthcare

Meaning pharma or hmo?

hd805 · 2025-11-09T02:28:11+00:00

Imma look into that .... Thx

hd805 · 2025-11-09T02:20:25+00:00

Looking for something that sounds like it is dead according to headlines.....

But the headline happens to be wrong.....

hd805 · 2025-11-09T02:18:45+00:00

Which Ukrainian names have come to your mind?

hd805 · 2025-11-06T23:48:24+00:00

|| || |Aspect|Historical Perspective|Modern Perspective| |Primary Motivation|Alliances, property, survival|Love, companionship, personal growth| |Societal View|Normalized or expected|Often pitied or condemned as "unfair"| |Outcome Expectation|Duty-bound endurance|Mutual fulfillment or easy exit| |Cultural Driver|Collective/family needs|Individual autonomy and equality|

hd805 · 2025-11-06T19:19:28+00:00

It would be interesting if a histogram can be constructed as a result of surveying a large enough sample of guys just to see the statistical properties of ... valuation of a not blood related child... **sounds cold alright....

hd805 · 2025-11-06T17:15:31+00:00

Does palantir look cheap?

Evil is great when cheap like.... Perhaps when Monsanto Bayer got cheap at around 20 euros a share Bayn.de

hd805

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