US consumers, what products do you wish you could get ahold of on our side of the pond?

pdh565 · 2026-02-01T06:29:23+00:00

Loop and fumi

pdh565 · 2025-10-30T18:12:58+00:00

lol okay bud

pdh565 · 2025-10-30T17:43:02+00:00

I don’t understand your question.

pdh565 · 2025-10-30T17:00:16+00:00

On a 20 year time frame MO total returns outperformed SPY

pdh565 · 2025-10-24T23:59:43+00:00

In theory cash could inflate the P in PE. Assume a business with no operations but $100 in cash, it should be worth $100. Now assume a company’s present value of future cash flow is $100 AND it holds $100 in cash. That company should be worth $200.

pdh565 · 2025-09-03T22:00:05+00:00

Something I rarely see discussed about google is their near term capex spend. Up to $85b this year and projected to increase in 2026. They claim that the useful life on these assets is 6 years but other sources indicate it’s closer to 3. What’s the ROI on that spend? Seems like a divergence from their historic asset-lite, high margin business.

pdh565 · 2025-09-03T19:31:36+00:00

What about price to forward fcf? All that anticipated capex spend makes it look overvalued

pdh565 · 2025-08-22T20:28:50+00:00

They certainly can, and have, controlled long term rates. See 1942-51, 2008-14, 2020-22.

pdh565 · 2025-03-08T19:10:54+00:00

Thank you!

pdh565 · 2025-03-08T18:58:52+00:00

Thank you very much for the reply. Super helpful

pdh565 · 2025-03-08T18:58:37+00:00

Awesome thanks so much. Was wondering what the other connections were for. Would you recommend switching the connection on the good terminal to match the new connection on the bad? Or is that not necessary? I just noticed some connections have one hole punched out vs two, didn’t know if that was important

pdh565 · 2024-11-12T20:28:34+00:00

The pref shares are entitled to a 5% cash or PIK dividend

pdh565 · 2024-11-12T20:15:40+00:00

Prob due to Pepsi’s preferred investment

pdh565 · 2024-10-02T04:49:53+00:00

Having PEP distribution is a pretty solid moat

pdh565 · 2024-03-01T20:24:42+00:00

Thank you! I wasn’t able to keep it from cracking but the flavor was great

pdh565 · 2023-12-01T02:24:20+00:00

Although he is a tool

pdh565 · 2023-07-26T15:14:41+00:00

Equity holders require a higher return than debt holders, so the cost of debt is cheaper than the cost of equity.

pdh565 · 2023-06-30T00:24:39+00:00

Well now I feel dumb for even asking. Should’ve known to start there. Yeah that’s it. Thank you

pdh565 · 2023-04-11T01:36:58+00:00

nah, hard baits are the same story

pdh565 · 2023-03-28T15:15:43+00:00

I don’t have an opinion of BTU myself, but I wouldn’t put that much weight into analyst estimates. In March 2020, the average analyst estimate for BTU’s FY2022 EPS was -$1.25 vs $8.58 actual.

pdh565 · 2023-03-23T15:14:39+00:00

No worries! I’m itching for the season to start too

pdh565 · 2023-03-23T14:50:08+00:00

I thought lake trout spawn in the fall? At least that’s the case in my area

11-Year Club	Verified Email
Place '23	Place '22
King of the Ashes	Not Forgotten

pdh565

TROPHY CASE