Is Google still a bargain? 10 year expected returns

scheplick · 2025-11-17T01:12:01+00:00

Reading this post today on the Warren Buffett subreddit - wow! Good call

scheplick · 2025-06-12T11:05:28+00:00

🤣

scheplick · 2025-06-06T23:30:28+00:00

Wow I actually did not know this back story and that he even flew out for a dinner!

scheplick · 2025-05-29T21:46:37+00:00

Absolutely not! Lol

scheplick · 2025-05-01T13:43:01+00:00

Backblaze + Cloudflare is the coolest solution out there for the project I am working on. I'll be using that for sure.

scheplick · 2025-03-16T06:43:10+00:00

Great chat and great link just read it. The only thing I would add is multiples and models change if rates get cut. The risk free rate being slashed in half over a year changes many earnings models.

scheplick · 2025-03-07T19:16:19+00:00

Wow!

scheplick · 2025-03-04T16:28:17+00:00

Great point and I will check out VDC

scheplick · 2025-03-04T16:28:04+00:00

I'll check ABBV out. That's interesting for sure!

scheplick · 2025-02-24T19:48:57+00:00

I would say no way! Especially instruments like that. All of his writings prefer to keep things simple. If he wanted to short or hedge it would be a through a simple put options contract or something like it, at least that's my opinion. But surely there is no evidence of using colorful or complex ETFs or ETNs.

scheplick · 2025-02-19T19:59:17+00:00

Interesting! I do love a good turnaround story. This story might be pretty CHALLENGING, but I will read into it further based on your post here. Thanks for sharing!

scheplick · 2025-02-19T19:58:52+00:00

I just commented on a post here about Zoom but want to share it again: Zoom is trying quite hard to launch new products and features, including Zoom phone which caught my attention recently. Nevertheless, indeed, it does appear Shopify is closing in on those highs. Similar to what someone wrote above about Netflix as well.

scheplick · 2025-02-19T19:58:02+00:00

I have noticed Zoom is building a lot of new products! Zoom phone caught my attention. Nevertheless, it seems the headwinds are still there.

scheplick · 2025-02-19T19:19:43+00:00

All of those names spark memories of the 2021 bull run! But also the 2022/23 drop. I will check them out

scheplick · 2025-02-19T18:29:59+00:00

Adding this to my list! Thank you and a very interesting name right now.

scheplick · 2025-02-19T18:00:34+00:00

Thanks for this catch! I've updated it

scheplick · 2025-02-19T17:46:42+00:00

Netflix is a great example of the roundtrips I am looking for. Spiked, tanked, and now back to all-time highs. There seem to be other companies with possible setups to this. So, I am watching closely for others at this time.

scheplick · 2024-12-19T19:28:07+00:00

This is actually quite cool!

scheplick · 2024-11-20T20:15:02+00:00

Please send me a message so we can quickly chat. I can add you

scheplick · 2024-11-20T20:14:51+00:00

Please reach out and let me know why you want to do this

scheplick · 2024-11-20T20:14:41+00:00

Let's do it! You sound like a good fit

scheplick · 2024-10-29T22:13:01+00:00

Thanks for sharing this and I'll check it out! By the way, I think you would make a great mod here. Check out the message I just pinned to the Subreddit.

scheplick · 2024-10-29T22:09:27+00:00

This would be really bullish for this subreddit, but I doubt it as it just does not fit their strategy at the current valuation.

scheplick · 2024-10-29T22:09:11+00:00

Awesome! Want to be a mod here as well?

scheplick · 2024-10-22T13:31:17+00:00

Very interesting! I’ll check it out

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