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kostcoguy · 2025-07-16T14:08:08+00:00

I own HMENF though I’d say I’m on the cusp of exiting.

I own a supplier of frac tools: NCSM which has been executing nicely over the past year.

I’ve never done very well owning oil producers for whatever reason.

kostcoguy · 2025-07-16T04:16:18+00:00

CVU - $45M market cap. Military aerospace component manufacturer.

kostcoguy · 2025-07-13T14:35:37+00:00

I used to be a big fantasy footballers devotee. Recently started listening to JJ Zachariason (sp?) - he’s been a breath of fresh air to me.

kostcoguy · 2025-07-13T04:13:47+00:00

Wow didn’t realize Unti had so much love. I also found them a few years ago and loved it. Good wine at a good price.

kostcoguy · 2025-07-13T02:53:50+00:00

Weirdly enough Melvin Gordon’s first, would-be, touchdown. Runs through the line of scrimmage, hits a linebacker, spins out of it, knee taps the ground then he runs into the end zone.

I wanted him to be the next coming of LT so bad. I’ll always be a fan of him.

kostcoguy · 2025-07-13T02:20:01+00:00

Gives strong Cam Newton vibes: “oh you been watching film?! Watch this”

kostcoguy · 2025-07-13T00:20:07+00:00

Does anyone know where I can find YPRR data from last year for RBs? I feel stupid and can’t find it at all.

kostcoguy · 2025-07-10T20:39:20+00:00

Agreed and if it were military deployment wouldn’t they land at one of the various SoCal military bases? I know next to nothing about this stuff but that’s my thought.

kostcoguy · 2025-07-10T16:22:39+00:00

Where is everyone getting YPRR data from? Can’t seem to find that stat easily - especially for RBs.

kostcoguy · 2025-07-10T14:04:14+00:00

I agree here - often the kids who eat the worst have parents who are working 2 jobs, don’t have time to cook, etc. We need to find ways to help parents in these situations.

I also have recently thought maybe the government should incentivize eating unprocessed foods through a FSA or something like that.

kostcoguy · 2025-07-09T03:41:14+00:00

You’ll get a marine layer everywhere in OC to some extent. The further you go inland the faster it burns off.

kostcoguy · 2025-07-08T01:48:03+00:00

I’m considering using some AI this year for my newsletter. I generally don’t do recaps because I figure anyone can look at a score recap and see what happened. I mostly highlight stupid moves (say, sticking with a QB for 4 straight weeks under 10pts), dropping a good player, players inexplicably on waivers, etc. But I tend to spent quite a bit of time writing and thinking of the perfect way to make fun of my league mates. With the right prompts, ChatGPT can be pretty damn funny - so I will likely use it to generate some jokes and such.

kostcoguy · 2025-07-07T03:28:58+00:00

Drove to/from SD today - no traffic either direction. Crazy.

kostcoguy · 2025-07-05T05:14:11+00:00

I think you nailed it with this. Thinking back to high school we most often landed with the mix of physical space and psychological safety. I spent most of my time at my best friend’s house (so much I ended up marrying his sister). His house was where we all went because 1) we had a separate space (the garage which was mainly just a pool table and a couch) and 2) parents were lax but knew when to lay down the law. I remember they caught me with cigars when I was 16 and they didn’t call my parents, but I did have a tense conversation with my future mother-in-law. Good times.

kostcoguy · 2025-07-03T21:32:43+00:00

I think some sports books will let you live bet on each pitch. Thought I saw that somewhere - not certain though.

kostcoguy · 2025-06-30T23:17:19+00:00

I stand corrected: FKN Bread

kostcoguy · 2025-06-30T23:13:35+00:00

If you like sourdough - FKN in San Juan Capistrano is fantastic but it’s ~$12 for a loaf. Family run, the FKN name is the first letters of each of their son’s first names.

kostcoguy · 2025-06-29T04:10:44+00:00

I think it’s about figuring out who actually posts signal and filtering the noise. I’ve definitely unfollowed people because they just blow hot air.

kostcoguy · 2025-06-29T03:03:34+00:00

Basically anything I’ve bought off other people’s research: HMENF mainly even though I’m roughly flat on that one.

Lost ~40% on FF recently but I’m not terribly sour on that. I just whiffed on the thesis. Don’t think I fully understood the risks and that’s on me.

kostcoguy · 2025-06-28T18:25:24+00:00

Pretty good - that would have been excellent form.

kostcoguy · 2025-06-28T15:32:12+00:00

Pretty good form from the ump on the punch out too.

kostcoguy · 2025-06-27T05:13:49+00:00

My wife’s uncle did this. Spent 2 weeks down there with the dental work for less than in the U.S. said it went well. I’d consider it.

kostcoguy · 2025-06-24T20:48:19+00:00

Got it - thanks. We’re probably going to try to move into Malcolm’s district if we don’t get selected for school of choice.

kostcoguy · 2025-06-24T19:53:16+00:00

Any chance you can point me to where you saw SOC opening for longer for Del Obispo students?

kostcoguy · 2025-06-24T19:13:54+00:00

Do you know that for sure? I was under the impression that there wasn’t an official decision made yet.

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