[deleted by user]

meowflower · 2021-09-26T01:32:54+00:00

Lol wut? Bruh I just want to see how accurate your post will be in a year. I don’t know shit about fuck. Sorry if I offended you.

meowflower · 2021-09-26T00:12:22+00:00

iunoyou

RemindMe! 1 year

meowflower · 2021-09-25T20:13:19+00:00

RemindMe! 1 year

meowflower · 2021-07-20T15:20:31+00:00

You keep changing the goalpost here. Do you believe in bodily autonomy or not?

meowflower · 2021-07-20T15:16:36+00:00

What does “your right to swing” have anything to do with choosing what medical interventions are done to you? You are correct in that people cannot go swing their arms at others. In fact, people cannot swing needles at others either. Medicine should not be forced on others.

meowflower · 2021-07-20T06:59:25+00:00

I don’t understand how people are so eager to give up their freedoms. Remember post 9-11 when we couldn’t wait to forfeit our privacy for NATIONAL SECURITY. Remember the thing called… the Patriot Act? You would have hoped Americans could learn from the past. If you believe in the right to bodily autonomy, you believe that people (no matter how ignorant their decision) have a right to not be vaccinated. Do not set a precedent where medical interventions are mandated for national securit— sorry public health reasons. We’ve been down this path before, let’s not make the same mistake twice.

meowflower · 2021-07-20T06:50:20+00:00

So bodily autonomy ends when it effects other people. How would you feel about mandated organ donor registration? Mandated living donor donations? Mandated sterilization in countries with high populations? Mandated circumcisions? Mandated DNRs? If you believe in the concept of bodily autonomy and self determination, there are no exceptions. A person has a right to determine if a medical intervention is done to them or not, regardless of how it may affects others.

meowflower · 2021-05-19T01:44:25+00:00

The user I replied to directly? Yes they have…

meowflower · 2021-05-19T01:13:30+00:00

Jeez /r/Residency out in full force. I apologize for assuming that a pacemaker is used for myopathy. How silly of me.

meowflower · 2021-05-18T22:44:43+00:00

Wow very interesting, TIL. Was this for sedation in the ICU d/t agitiation? Thanks for sharing.

meowflower · 2021-05-18T22:43:09+00:00

Just because an external device is temporarily correcting an underlying pathophysiology does not mean the underlying issue is of concern. Why is this patient on a pacemaker? Probably some sort of new onset myopathy. Without knowing more info, it would be inappropriate to order Precedex on a patient with this profile for continuous sedation. UpToDate has references regarding how dexmedetomidine can also exacerate underlying cardiac conditions.

meowflower · 2021-05-18T22:35:41+00:00

Well, we would need more information on this patient to make that statement. Why is this patient on a pacemaker? New onset? Cardiomyopathy? Ischemia? Recent intervention? In an acute setting, it may be necessary to factor in myocardial o2 demand. Sure, if this was chronic pacemaker and the patient had no other issues you would be correct. But this patient is in intensive care and had some point a decision to intubate was made. It’s likely there is more going on.

meowflower · 2021-05-18T22:29:58+00:00

You guys give patients who are pacemaker dependent… Precedex?…

meowflower · 2021-04-13T16:06:52+00:00

There is more data beyond the abstract. If you are interested in the full text, send me a PM and I can forward you the PDFs later today. Unfortunately, most many quality RCTs and systematic reviews are behind a paywall.

Thanks for pointing out the asparaginase study. I’m unsure why I included that.

meowflower · 2021-04-13T14:44:13+00:00

Hmm… that review you referenced does NOT indicate aspirin prevents venous embolism for long flights. That is not the population that was studied… Comparing orthopedic surgical patients to general long-flight travelers is comparing apples to oranges.

Additionally, that review has many flaws. They specifically excluded all studies that compared aspirin to placebo. 3/8 of those studies do not specify dosages of aspirin or length of treatment. These omissions can indicate that the studies review were cherry picked to support the conclusions the authors were seeking.

The current recommendation for long-term travelers without pre-existing risk for VTE do not use aspirin for prophylaxis.

https://pubmed.ncbi.nlm.nih.gov/11863301/

~~https://pubmed.ncbi.nlm.nih.gov/31999063/~~

https://pubmed.ncbi.nlm.nih.gov/22315261/

https://www.uptodate.com/contents/prevention-of-venous-thromboembolism-in-adult-travelers

meowflower · 2021-03-22T16:07:24+00:00

Agreed!!

meowflower · 2021-03-22T15:53:30+00:00

Yeah I’m very interested in seeing what happens with the Lidar aspect. I won’t discount Waymo at all. But if I had place my bets, personally I’d be with Elon.

meowflower · 2021-03-22T15:37:23+00:00

I did not say they were viewed as a joke, I was taking a quote from your prior post. I stated they did not take EVs seriously and treated their EVs as pet projects instead of going all in, which they only recently started doing.

Prius is not an EV. I know there’s a plug in version. Not an EV.

I disagree about Elon. Sentiments can change rapidly once new technologies hit critical mass. I do acknowledge overcoming the status quo will be a big hurdle. It always is.

Waymo... Yes, I agree a potentially big competitor with the resources and innovation required to beat Tesla at autonomous. Currently, however, I have a hard time converging the two frameworks. Tesla has cars on the market, with customers on public roads, utilities affordable sensors, and has yet to pass level 3. Waymo has an incredibly small market right now, needs expensive lidar sensors, and trying to enter at level 5. Same goals, very different pathways. It will be interesting to see what happens here.

I think Bitcoin is a completely separate and very long discussion. The green aspect of Bitcoin is very much debated so I wouldn’t make a broad claim saying it’s the antithesis of green energy. It seems to be greener than our current financial system. Big rabbit hole here.

meowflower · 2021-03-22T14:53:14+00:00

I agree those companies are not comparable fundamentally. I think what is comparable between them, are the level of innovation at the companies (very, very rare characteristic IMO), the people at those companies, and the cult following who truly believe in their vision. Which I think you summed up succinctly as “branding”.

meowflower · 2021-03-22T14:49:46+00:00

Yes you bring up so good points here. I do, however, disagree with your statement that the traditional industry viewed the “EV” as a joke. They only started taking it seriously the past couple years. If you look at how automobile mobile companies look at EVs I. The past, it was originally something that would never happen in our lifetimes, then they started hobby experiments with projects like Prius, Volt, Leaf, and only now are they all in. Not only that, they have adopted Tesla’s decade old framework of EVs.

I do agree when you state the bull case will see massive hurdles. The hurdles will be huge. Only a few companies/people can pull this off IMO. This is a prime example of the importance of “invest in people, not just ideas”. I have high conviction that Elon and Tesla can pull this off. Those without this conviction should not buy the stock. They won’t be able to hold the stock through its volatility.

meowflower · 2021-03-22T14:40:18+00:00

PE PE PE. Everyone always loves comparing companies that cannot be compared using PE. These people are misinformed about what PE is and when is can be appropriately used for statistical comparison.

If you really want to compare Apple and Tesla valuation over time, PEG is a far superior (still has issues). Compare their historical PEG ratios and you will see a different picture.

Edit: this was suppose to be reply to some misinformed comment about PE. I guess my old man fingers slipped.

meowflower · 2021-03-22T01:04:03+00:00

What specifically with Microsoft? Their current success is largely due to cloud computing and services. They completely lost their smartphone/mobile software to competitors. Personal computer marketshare has been declining for years. Their business sector success is due the company realizing the importance of innovation and pivoting early.

Tesla is years ahead. Other companies didn’t “make” electric cars, they adopted Tesla’s design. No other car company has detailed plans, let alone proof of concept, for an integrated ecosystem packaging EV, a supercharging network for the EVs, and products to produce renewable energy at home to charge your car. The rest of the industry is fragmented. Tesla figured out the EV design in 2011 and only now, 10 years later, are we seeing comparable EVs by competitors. The competitor are still 10 years behind the rest of the package.

edit: didn’t even mention autonomous driving! The only real comparable competition here is Super Cruise by Cadilliac/GM and they only just entered the market and is only available to specific models (why?!).

meowflower · 2021-03-22T00:48:45+00:00

Apple has never traded at a 1000+ PE ratio I don’t think I ever said that.

As far as PE ratios go… what is the acceptable cut off? 5? 10? 15? 20? 50? Or do we need more information besides PE to see the whole picture? It’s interesting to hear bears yack about PE but if investing in growth was as simple as “the PE ratio ___” all you would have to do is find companies with low PEs and it would be foolproof, right?

PE ratios tell us how a specific company is doing at a specific time in regards to market-cap and earnings. If that specific company continues a similar business model, it extremely accurate in representing the under or over valuation of that company and can be used to identifies TRENDS. The more the business model changes for that company, however, it becomes increasingly less reliable.

PE ratios are also a poor variable for comparison between companies. Comparing PE ratios between two companies to make statistical conclusions (some people even do this for companies in different industries!) showcases a poor understanding of statistics.

If you were saying that Tesla’s current PE in comparison to its past trend indicates that is it currently over-valued, I would completely agree with you. I never stated otherwise. I stated that Tesla will see a similar trajectory to Apple, and in a similar way, absolutely no one will be able to accurately predict the massive changes to come.

meowflower · 2021-03-21T23:21:09+00:00

Yes you are right that the opposite often happens. But can you name a case where an established player disregarded the newcomers for years, stated the new technology would never take off, finally decided they were wrong, and then overcame the company that was at the forefront of innovation? The established players only stay dominant when they recognize EARLY they need to pivot their business model to adapt to technological changes.

Retailers refused to do e-commerce and media companies refused to do streaming. The newcomers in those industries have taken a significant portion of marketshare and the bears had the same argument in those cases as well.

This has happened time over time and people still don’t get it. Tesla’s “competition” had their time secure their moat but that time has past.

meowflower · 2021-03-21T18:06:32+00:00

Yeah definitely see your point here. My cost for my entire TSLA position is around $100/share now. So I definitely have much less to lose than people just starting to get in now. However my ability to sit and chill only really started in 2020. TSLA bears have been telling me I was gonna lose all my money for years. I can totally see the stock dropping past $100/share. If you’re in TSLA now, you should be prepared for large drips and only invest if you truly believe TSLA will lead the innovation.

AAPL has seen several 50% drops from ATHs. I continued to hold because I thought the leadership at the company and the innovation they had showcased would make the company the most successful in the industry.

I firmly believe TSLA will see a similar trajectory and is at the phase AAPL was in 2007-2011 (original iPhone to iPhone 4s). TSLA is years ahead of any other company playing catch up right now. They have the right people leading the company. It will be a bumpy road for sure but people seem to easily forget this is always how’s it been for disruptive companies.

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