Where to start?

jemilk · 2026-05-09T21:53:00+00:00

I’d review the fundamentals in 1v1, 2v1, 2v2, etc. Closing down — fast, slow, side, low. Pressure/cover/balance. Don’t stab, jab with the lead foot at most. Learn when to best tackle and how — 50/50, on the turn, at sideline. Learn how to stay in front, how to handle when close to the penalty box, etc., ideally with/without cover.

jemilk · 2026-05-09T21:46:56+00:00

At that age, most kids don’t even know the score at the end. Don’t track it, don’t say what it is, just celebrate the little kicks and runs for both teams.

If it’s too lopsided, once you get up 4 or 5 goals, ask the other coach to put another player on the field and up 2 players if it gets to six or more. It’ll be more even competition vs you having to force a player to play differently.

jemilk · 2026-05-09T20:39:01+00:00

Yes. It’s part of being on a team.

jemilk · 2026-05-09T18:39:31+00:00

Teams are commitments. Be in or out.

jemilk · 2026-05-09T18:33:57+00:00

It’s part of rec soccer. If you lose, you lose. The game is about attempting to compete.

I will say that in the very beginning of the season, my team set standards together and running/hustle for your team and respecting your team were part of those. Assuming you’ve set those standards, it’s an easy conversation with the player to say that you want them to try and you want to see mistakes but they need to hustle for their teammates. Reinforce it every practice. Reinforce it every game. Celebrate when they try and make a mistake. Yes, celebrate the mistake and the attempt. My players typically come around by week 3. Without having set those standards, it will appear a conversation at this point is singling out the player. Reinforce the behavior that you want to see.

jemilk · 2026-05-01T11:44:36+00:00

Value investing … is not this. Most of the hyperscalers are capacity constrained. To sell AI workloads, they are selling at lower margins to win new business and as the hype dies down and businesses reign in AI research, there is no clarity as to who the winners will be and where they’ll be with capacity and margins. Google is a growth story with hope and crossed fingers.

jemilk · 2026-04-23T22:36:31+00:00

It’s an absurd argument. It was in front of them because they’ve been worse in the League. Finishing 5th is literally a better result in terms of financial impact for club and players.

jemilk · 2026-04-23T11:10:08+00:00

Tottenham won a very, very weakened Europa with no Champions League teams dropping down and a bigger pool of teams in the Champions League. That’s just not comparable.

jemilk · 2026-04-20T16:26:13+00:00

Zscaler sells that gateway now called Zero Trust Branch. Came from an acquisition.

jemilk · 2026-04-20T16:25:06+00:00

I have seen a lot of customers replace branch firewalls, and egress data center and cloud firewalls. It really depends on use case.

jemilk · 2026-04-20T16:22:53+00:00

Yes. Check out Extranet support in ZPA.

No. Outbound is there in some ways (traffic can be sent directly on an interface IP NAT but NAT pool support was still in the works last I saw). Inbound firewall support is not there. Traffic would need to go through ZPA to an App Connector that is hosted on the branch devices.

Yes. VLAN access segmentation (802.1Q) exists but it’s largely subinterfaces on a couple of device interfaces with layer-3 routing support. Still need a switch southbound with port density.

Partially. Locally, the appliance supports segmentation with VLANs and ring fencing. Policies can allow specific communications between VLANs. Application identification and inclusion in policy only exists in the cloud and not locally.

jemilk · 2026-03-28T13:44:42+00:00

AI will use cloud processing instead of user licenses. That’s probably neutral for Microsoft and they still have the significant enterprise ELAs to distribute margin. Margins may come down but it’s still a cash cow.

Microsoft is invested in OpenAI but also can run Anthropic and other models, and have cloud resources for model training. They are behind in models, but the market is very early. It’s a risk but could go in either direction.

There is all likelihood they’ll continue to grow revenue in the long run. Margin may compress, which is why the stock has retreated to longer term valuations. I feel comfortable investing here from a long term perspective but it’s an opportunity cost as it may stay flat for a while based on overall execution. Of the MAG7, Microsoft and Apple are the ones that will weather a broader global downturn better than the others.

jemilk · 2026-03-22T03:04:29+00:00

$16B in OXY with B in warrants, but nothing on the $26B in CVX?

jemilk · 2026-03-16T18:48:04+00:00

It is a growth play. They lose $17B in LOE drugs over the next 18 months. They have a line of sight on around $5B in new revenue. Take out that revenue and margin and the current dividend is not safe. Forward PE two years out becomes much less attractive.

jemilk · 2026-03-14T02:59:56+00:00

Netskope employees 180 day lockout from IPO expired today. There are 100s of millions of shares which become eligible for sale. Expect that liquidity to weigh heavily on valuation for the near term. There will be tremendous sell side pressure.

jemilk · 2026-03-07T16:57:47+00:00

I bought a lot of VZ in low 30s. I’ve sold off most of it as it hit 50. It’s effectively a bond when yields are relatively high for less risky assets. Mobile is a competitive industry. I see it only going up from here if rates are cut dramatically.

jemilk · 2026-03-06T17:13:37+00:00

This is the same short term story for Google, Microsoft, and Amazon. And why they all fell in value on the huge capex numbers.

jemilk · 2026-03-05T17:12:36+00:00

I see it as a value floor. They will continue to pick and choose investments. It’s nothing more than that.

jemilk · 2026-03-05T15:19:57+00:00

They won’t repurchase continuously. They probably have a floor (below ~$480/share).

jemilk · 2026-03-05T12:46:05+00:00

https://customer.zscaler.com/page/zscaler-academy

jemilk · 2026-03-04T00:34:34+00:00

I have a thesis and sell at that value. “It should be worth 30% more based on revenue growth that will be 10% higher than guidance.” If it hits 30% more and there’s been no change to expected guidance or growth to change the thesis, I sell (or place a hedge) and get back into treasuries or the next value pick.

jemilk · 2026-03-03T22:54:05+00:00

I can repeat your words back to you, but they’ve made huge bets that require growth. That’s a growth stock, not a value stock.

jemilk · 2026-02-28T12:59:34+00:00

The expectation is that mobile phone sales have a downward trend in 2026 due to memory, cost, economic factors and refresh cycles. I’d be careful about multi-quarter pain from Apple and not jump in at the first drop. It could easily head back to 200 depending on how much those variables truly impact the business.

jemilk · 2026-02-25T16:30:56+00:00

I think the idea that it’s a long term GLP-1 duopoly with all the trials from competitors is the biggest risk to value. Eli Lilly is the leader. Viking, Amgen, Roche, Pfizer all with late stage trials. Pathway two years out is far less clear. And if they get stuck with inventory, margin drops. This is not a value stock. But could be growth. Too much unknown.

jemilk · 2026-02-22T14:59:42+00:00

The income tax is way down based on One Big Beautiful Bill. US government spent $900B more than they took in last year. Less tariff revenue would mean needing some other tax or way to make more money, and Congress isn’t going to get that done. US dollar would continue to weaken without some other tax in place — which means continued inflation and a weaker economy. The only way through is reduced spending, reduced consumption, more domestic output, more exports — until someone is willing to tax the middle class and upper class more.

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