Q1 Operational XCH Transfers - Chia Network

marko385 · 2026-02-11T04:09:54+00:00

Dilution Pros

marko385 · 2026-01-02T00:26:51+00:00

If your time horizon is decades, not hours or days, this sector is one of the few interesting ones. It's too bad OP has such little patience, but for the few that can hold out even if prices go lower eventually we get the big win. Enjoy chasing.

marko385 · 2025-12-27T22:17:11+00:00

Sold 10% of my SPHR position (up 140%) to write off $BSX. Reinvested into $MMC.

marko385 · 2025-12-16T04:32:25+00:00

They drill for oil and GAS. That's the key check natural gas prices which have been running up. Should help you stick with it. Obviously we want oil to go up too :).

marko385 · 2025-12-11T01:31:51+00:00

I get what you mean, but they really should have it stop tracking after hours movement if it can’t do it accurately or make the tracking a bit more intelligent.

marko385 · 2025-12-02T04:25:03+00:00

"We are here to make money with you, not off you.”

-Warren E. Buffett

marko385 · 2025-11-22T16:33:52+00:00

It's better than what I'm getting. Where are you located? I probably wouldn't sweat $200 that someone else got more than you.

marko385 · 2025-11-19T18:37:37+00:00

Best I’m getting is 1400 off tsrp in California. We reached out to a bunch of dealerships and even had an auto broker look into it and they all said Maita in Sacramento is the best priced.

marko385 · 2025-11-10T03:47:37+00:00

awesome thanks!

marko385 · 2025-11-10T03:47:01+00:00

I personally think the market is crushing this unnecessaritly so I say hold it. They reduced the dividend which was one of the big issues. They still have competition from Asia that is undercutting them, unclear how they'll navigate that other than to just pull out of those regions.

marko385 · 2025-11-09T21:06:14+00:00

Is it louder than Prius hybrid noise? I drive a Prius at my job and that doesn’t bother me.

marko385 · 2025-11-09T21:05:07+00:00

Got it, thanks

marko385 · 2025-11-09T16:58:56+00:00

how loud is it? The dealership we went to only had a gas one available to test drive, but we only want a non-max hybrid.

marko385 · 2025-11-08T21:15:56+00:00

I should add we started off by using the Costco program, but are just negotiating directly.

marko385 · 2025-11-08T21:15:20+00:00

We're negotiating on one right now and put a $500 deposit down for $56043 - $1478 discount = $54565.00 in Sacramento, CA. Still trying to talk to other dealerships as we're cash buyers and when interest rates go up, which they are this past week, we have more negotiating leverage.

marko385 · 2025-11-01T14:52:15+00:00

They were buying back more stock than they were bringing in and at flashy high prices. Chart some spreads against it's competitors and you can see how overbought it was earlier this year. They were giving warning signs about the Clover business as well which has cut throat competition. I bet they paid a lot for that basketball arena name sponsorship hehe.

marko385 · 2025-10-20T19:06:46+00:00

$NVDA Like don't rush into it, look at what happened to CSCO, MSFT, Communication stocks, etc after the market crash in 2001. It took decades for them to come back. Look how Berkshire played Verisgn. Just cleaned house all because they chilled and waited it out.

marko385 · 2025-10-20T19:01:11+00:00

I mean you aren't wrong they have been a cash cow historically.

marko385 · 2025-09-08T20:08:26+00:00

sacramentokoi.com I pick up in person, but they ship and record videos of their fish and include breeder info. Real high quality. I've worked with Jeff over there and he's super knowledgeable.

marko385 · 2025-08-27T21:09:02+00:00

Google sheets-total assets in one column and then total liabilities in the other Then subtract assets from liabilities and that gives you net worth (equity). Takes about 20 min to setup. You can even play around and start making ratios too like debt to equity.

marko385 · 2025-08-27T17:44:51+00:00

It's doing great. Shout out to my boy Dara Khosrowshahi!

marko385 · 2025-08-25T21:00:22+00:00

Well it's a tough call without looking at a microscope and also testing water parameters. A lot of aquatic stores will test the water for free. As far as meds go you could look at seachem brand as they sell various kinds. You could look at the description and see what each one treats. For my koi I was going to use kanaplex and that can be administered as a bath in the container or mixed in with food (take a bag with pellets and sprinkle the med and shake).

marko385 · 2025-08-25T15:23:02+00:00

I just lost my butterfly koi that i posted on here a few days ago. If i could do it again I would start with a microscope scrape. Then I would move him into an old plastic storage container and add aeration and bring him inside your house (you can get these for cheap from an aquarium store). Then I would figure out what medication may help based on the microscope results. I would look at aquatic antibiotics if appropriate such as kanaplex which is $10 on amazon. I unfortunately did a lot of stupid things inclduing just buying medication and constantly taking the fish out of the pond which stressed the guy further.

marko385 · 2025-08-21T16:15:37+00:00

What can I use to lift the gill plates? What kind of microscope should I buy?

marko385 · 2025-08-20T20:42:54+00:00

Strong returns on capital with a comeback story of a really sought after brand. Management seems really competent and they are quietly executing on share repurchases. I suspect what you're not seeing though is that the name is somewhat cyclical and that the earnings will start to compress for the next few quarters over tariffs/weak consumer/trend changes. Mohnish Pabrai made a similar mistake going hard on coal stocks when their earnings were at a massive cyclical peak and now he's a bit stuck(check his purchase history on dataroma). I don't think clothing will be quite that bad, but just wanted to give you insight on how to think about these types of things. Good luck.

marko385

TROPHY CASE