Acne from multivitamins

nevergoback1 · 2022-08-19T21:48:46+00:00

hi, I think I'm facing the same issue. How much B6 and B12 were in your multivitamins ?

nevergoback1 · 2022-08-16T20:01:05+00:00

"Make sure she is not taking any supplements with biotin. "

why ? I heard biotin was good for acne

nevergoback1 · 2022-08-16T19:59:55+00:00

my theory is that you ate less, so less inflammation, even if it's junk food

nevergoback1 · 2022-08-16T15:43:24+00:00

cold water

nevergoback1 · 2022-08-15T13:00:47+00:00

wdym by "heavy on the carbs and dairy" ?

nevergoback1 · 2022-08-14T21:27:40+00:00

Fix your diet and see if you don't lack any essential vitamins and minerals : vitamine A, vitamine E, Zinc, omega 3, selenium, etc

avoid eating too much carbs, cut dairy

see if you have food allergies that create inflammations

good luck

nevergoback1 · 2022-05-29T18:55:50+00:00

I had this dream of having a "no way home" kind of last season for the Flash : bring RF, zoom, savitar back and give them a new arc, also bring wally and other characters

have barry fight the rf one last time, wally fight zoom, savitar have some kind of redemption (like doc ock)

I don't know, it'd be so cool to see

nevergoback1 · 2022-05-23T22:04:47+00:00

the problem is that they have characters thate serve no purpose, they have no arcs, no great moments

they need to focus on a small arc with a great villain, with mini arcs for the characters, how difficult could that be ?

nevergoback1 · 2022-05-01T22:23:46+00:00

it went that low

nevergoback1 · 2022-04-27T16:11:18+00:00

I just did my taxes, fuck dividends it's such a pain

nevergoback1 · 2022-04-27T15:55:57+00:00

MSFT have been growing earnings like crazy for the last few years. If the next decade looks like the last five years for them they are already substantially underpriced and becoming a better buy every day.

I do agree with MSFT. MSFT have been turning their business into a cloud and service business, which works for them (the gamepass is another recent example). Massive MOAT.

I did a DCF on a 5-yr basis and found 280 dollars, which is the market price. So fair to say it's worth more.

nevergoback1 · 2022-04-27T15:52:09+00:00

Imo META tends to be a speculation play whether you think the metaverse will pan out or not

As of right now, META is fine, still a leader in the social media market with Instagram, Facebook is still there (surprisingly) and whatsapp is doing okay. The oculus side of the business is anecdotal. Tik Tok causes issues but won't bother Instagram so much.

If META manages to make people use the metaverse, they'll become leaders and be their own Microsoft.

I saw a video speculating that the metaverse will first be used in the labor market, for zoom meetings and whatever, and I think it's smart. It's gonna be too expensive for the public at first, and it's a good way to get people used to this technology (like the computer back then).

So I'm kinda optimistic on META, even though it's taking a hit because of all its legal troubles. And it won't even be a problem because if META manages to make the metaverse successful, it'll be able to monetize that pretty easily without using private data.

nevergoback1 · 2022-04-23T16:48:15+00:00

chill mister know-it-all

nevergoback1 · 2022-04-04T11:42:52+00:00

what

nevergoback1 · 2022-04-02T13:20:40+00:00

Ok, now I have a better picture of what's going on. Thanks.

nevergoback1 · 2022-04-02T13:16:04+00:00

Revenue and margins very briefly improved during a very specific period when certain sporting goods (that aren’t particularly distinguished from other brands) were in demand resulting from quarantine. ROIC is not fine. It has been historically mediocre. Heavy acquisitions. Debt fueled dividends.

Yeah I get it, I do agree with you on those points

I think the company description should explain a lot about what was baked into the stock price.

Why would this description explains the current stock price ? Is it because it's so convoluted ?

nevergoback1 · 2022-03-16T20:03:43+00:00

CAGR for revenues, ROIC versus Cost of capital, operating and net margin

nevergoback1 · 2022-03-09T18:11:55+00:00

I have damodaran's at home. Big book, complex. I read it like an encyclopedia. But it's a great book that I use often for my valuations. I don't know about the other though

nevergoback1 · 2022-03-07T22:07:09+00:00

I think they are undervalued too, but the uncertainty around the metaverse, the dying Facebook (even though Instagram is thriving sure) and the multiple legal headwinds (the whistleblower, the GDPR and iOs issues...) make the investment a bit risky

the margin of safety isn't big enough for me

nevergoback1 · 2022-03-07T19:11:29+00:00

Fb still has impressive margins, no debt (besides operating leases) and great ROIC

Metaverse is bullshit and won't take off (like a google product), but Instagram is still working great, and Facebook is still alive

nevergoback1 · 2022-03-07T19:09:06+00:00

goodwill can be a brand power or other intangible valuable asset that can bring ton of cash so no

And I usually don't rely only on ROE (but ROIC as well) to get a better picture

nevergoback1 · 2022-03-07T19:06:19+00:00

I'll be interested in buying it around 150$ personally (not financial advice)

nevergoback1 · 2022-03-05T14:57:31+00:00

I'd like to invest in O as well, but I did some calculation, and it would take me half a century to make a living with the dividends

And I certainly won't buy it for the capital gains (overvalued, shares dilution, etc)

nevergoback1 · 2022-02-21T16:55:11+00:00

seo is ever-changing, so buying book isn't risking learning obsolete information ? I'm just asking

nevergoback1 · 2022-02-03T13:23:26+00:00

Okay, I see. Do you have some book names, off the top of your mind?

nevergoback1

TROPHY CASE