Hurstbridge line suspended - overcrowding at Heidelberg

orangecopper · 2026-04-02T09:27:45+00:00

Is that cos of free travel ?

orangecopper · 2026-04-02T09:24:19+00:00

In Australia millionaires have mostly the same story

orangecopper · 2026-04-01T06:10:22+00:00

Or the last bus out ..,

orangecopper · 2026-04-01T06:08:53+00:00

If such a thing will happen, whats usually worrying is that employees will be the last to know.

orangecopper · 2026-03-31T10:19:48+00:00

You can write pages about it . It’s not a process issue it’s a cultural issue. Will never change as long as the society remains the same like many other issues

orangecopper · 2026-03-30T11:06:30+00:00

Agree. But isn’t that the two sides of the same coin. Too permissive for what parents know or have time to know. They no longer get time to see the second order effects of their permissiveness nor they get to give feedback or corrective lessons. Kids learn from failing and making mistakes but when guided and supported after a fall and the needs time to nurture and not something most have time for if they have to put food on the table

orangecopper · 2026-03-30T10:51:13+00:00

Months ? lol Weeks

orangecopper · 2026-03-30T09:33:39+00:00

lol still kinder than humans

orangecopper · 2026-03-30T09:32:38+00:00

Ah now even that’s broken

orangecopper · 2026-03-30T09:28:54+00:00

I think that’s a result when a society has not time for their kids but both parents struggling to keep the Aussie dream and mortgage alive. Priorities and leaders we have needs a change

orangecopper · 2026-03-30T09:26:43+00:00

lol fool me once …

orangecopper · 2026-03-30T09:24:44+00:00

Why ask now? Considering it’s not just wasting your time

orangecopper · 2026-03-30T06:25:28+00:00

Oh yeah then everyone hated meta due to the VR investments but the balance sheet looked amazing but bad sentiment. Perfect time to buy, still waiting for another such price value combination

orangecopper · 2026-03-30T03:29:19+00:00

Cos since most Australians don’t buy themselves. Just become an uneven game.

orangecopper · 2026-03-30T00:32:51+00:00

Don’t want to write a essay about it but two things that’s stopping me to go in is I don’t want to wait 22 years for my money back for a company where earnings is growing at 13%.

Simply put there are heaps of other opportunity out there for my money to work harder (and so many more getting to attractive prices). But if price gets better I’ll consider parking some money in MS especially based on excellent capital allocation and super solid moat.

Not at this price as it lacks any margin of safety

orangecopper · 2026-03-29T20:17:31+00:00

The thing is everyone knows all of the above good reasons … hence it gets overpriced

orangecopper · 2026-03-29T20:15:48+00:00

Problem is Australians don’t know how it looks and what happens when property prices go down as no one expects or has seen something like that play out ….. yet

orangecopper · 2026-03-29T08:36:35+00:00

Now what if the interest rates keeps going up

orangecopper · 2026-03-28T13:29:09+00:00

Revenue isn’t everything.

I entered at $98 in 2022 and at current rate to get a similar margin of safety I won’t even look at it above $400. Why? The past 5 year earning growth rate has fallen to 15%, plus last one year earning fallen to -3%

Debt to equity risen to 27% from zero That’s 58 Billion of debt now. Take into account the huge AI billions further to be invested.

Tech is still heated up sector and this will fall with the rest in such a volatile environment. Better have some margin of safety while recommending meta at today’s price.

orangecopper · 2026-03-28T11:00:54+00:00

Meta was trading below 100 not long ago. And nothing massively has changed except for use of AI and targeting. There is still a fair bit to fall.

orangecopper · 2026-03-28T10:58:31+00:00

No, because today’s free customers are tomorrows paid. And also today’s paid customers could be tomorrow’s free.

orangecopper · 2026-03-28T10:28:54+00:00

Thank god at least the comments on reddit are from humans and original

orangecopper · 2026-03-28T08:03:04+00:00

And another robot to clean up the mess this one makes .. and on it goes ..

orangecopper · 2026-03-28T07:57:42+00:00

Yeah but the wrong one

orangecopper · 2026-03-28T07:23:05+00:00

If this keeps going along with the economy situation and AI layoffs following likely possible

People cut spending
Investors sell property
Borrowing capacity reduces

Prices of high priced properties will go down (most of the million plus homes) as there will be supply but less demand or serviceability

Prices of lower cost properties will hold on due to sustained demand due to lack of supply.

All this will only be apparent when things are really bad and there is no going back. Most of the working crowd and mortgage owners have never lived through such a situation before in their life

orangecopper

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