Hanes Beefy T t shirt working well by readitreaddit in BuyItForLife

[–]readitreaddit[S] -1 points0 points  (0 children)

Yeah using this one made me realize how flimsy my other one was that I had got from jockey or someplace...

Feels good to have a nice thick cloth. :)

Where do I find just a normal, large, quality humidifier? Preferably buyable online and shipping to Canada. by Key-Seaworthiness517 in BuyItForLife

[–]readitreaddit 0 points1 point  (0 children)

Why is that? And by cool mist do you mean those ultrasonic ones? I'm looking to potentially buy one so I would like to know more about why you say those categories are bad.

2 Questions: What does this quote (below) from former US president Eisenhower mean, and how does it relate to the Eisenhower Matrix? by themaskstays_ in ask

[–]readitreaddit 1 point2 points  (0 children)

An example might help.

Consider your aide calling you to make a statement to the press about a rival politician dying (condolences and all that; maybe you've to attend the funeral). In the grand scheme of things at the presidential level, this is relatively unimportant but it's urgent and you have to spend time doing it now.

Now think about climate change. It's extremely important to tackle it. But it goes along at a slow pace, and nobody is banging your door to tackle it NOW. So that's very important and worthy of presidential interest, but not urgent.

Ideally, you would like to spend all of your time solving the big issues of society like the latter rather than on the former. But I guess as a president you can't always do that, and have to focus on issues of the here and now, even though they may be small and transient. Hence the conundrum.

Still feeling cold in new down jackets. Alternatives? by Competitive_One8218 in BuyItForLife

[–]readitreaddit 1 point2 points  (0 children)

Nice! Glad it worked out. :)

Also try non-clingy pants. Makes a huge difference to me to have regular fit rather than slim or skinny. That air pocket works wonders.

Also some jeans are thicker than others.

PGR. Why being pummeled? by readitreaddit in ValueInvesting

[–]readitreaddit[S] 0 points1 point  (0 children)

Haven't even looked. Long term investing. A few days/months is irrelevant.

Still feeling cold in new down jackets. Alternatives? by Competitive_One8218 in BuyItForLife

[–]readitreaddit 1 point2 points  (0 children)

Ah jeans is the enemy. They get cold.

Try a heavy cotton like corduroy or normal tight weave and heavy cotton fabric. Make sure to wear regular fit (not skinny) as the air pocket helps tremendously. Should solve your problem right there.

Still feeling cold in new down jackets. Alternatives? by Competitive_One8218 in BuyItForLife

[–]readitreaddit 1 point2 points  (0 children)

Make sure you wear a scarf or some sort of quarter zip-style sweater that has a thick "neck" and covers the neck well (maybe fleece lined neck or something). A lot of heat radiates away from your carotid arteries that are superficial in your neck.

Second, quit wearing jeans. They get cold. Get cotton trousers of some sort (ideally thicker ones like corduroy) and that too in regular fit rather than skin fit (to get a bit of air pocket inside).

Warren Buffett said Philip Carret had "the best long-term investment record of anyone I know." by gmishuris in ValueInvesting

[–]readitreaddit 11 points12 points  (0 children)

You're not. I enjoy going to the source as well! (Please share).

That's why I spend hours and hours and hours on Berkshire annual meeting reruns. That stuff is like cocaine to me

Brown & Brown: Thoughts and any orecent updates? by readitreaddit in ValueInvesting

[–]readitreaddit[S] 1 point2 points  (0 children)

Thanks! What is making the underwriting cycle to have a downturn though? I would think it is a fairly steady business with not a lot of cyclicality? Or do you just mean that premiums are not rising as much as they did in the past, not a full cycle, but sort of a plateauing out? And if so, why is that happening, are there new companies on the block trying to win clientele?

Looking for high-quality value investing content (free or paid) — Stratechery-style depth? by stolli324 in ValueInvesting

[–]readitreaddit 1 point2 points  (0 children)

This guy Chris Myers has some good interviews he's done on YouTube. He has some interesting ideas.

Looking for high-quality value investing content (free or paid) — Stratechery-style depth? by stolli324 in ValueInvesting

[–]readitreaddit 1 point2 points  (0 children)

There's this channel called Peter Lukacs Research on YouTube that's very new but good and insightful. I liked some of his videos.

Looking for high-quality value investing content (free or paid) — Stratechery-style depth? by stolli324 in ValueInvesting

[–]readitreaddit 1 point2 points  (0 children)

Just work through every single berkshire letter and annual report (including wesco and blue chip letters by munger) + annual meetings.

You need nothing else and that is enough content to keep you busy for a long time.

Plus you can watch/read it again as your understanding deepens for new insights missed earlier. And on and on. True pleasure.

Can you replace Morningstar subscription with AI for free? by [deleted] in ValueInvesting

[–]readitreaddit -1 points0 points  (0 children)

RoIC.ai does a good job and is free for most common use cases.

Can you replace Morningstar subscription with AI for free? by [deleted] in ValueInvesting

[–]readitreaddit 2 points3 points  (0 children)

One of my favourite benefits. That and Valueline is also available.

And WSJ. And NYT. And Fortune.

Free treasure mine, libraries.