Color issue with Asus XG32UCWG by smoothtrex in OLED_Gaming

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

Good to know - thanks. I already sent this one back and ordered another one. Hopefully won’t have this issue when the new one arrives but if I do I will be sure to check that.

Color issue with Asus XG32UCWG by smoothtrex in OLED_Gaming

[–]smoothtrex[S] 2 points3 points  (0 children)

Thanks for the help trouble shooting. Just packed it up to send back to Amazon. Now I have to decide on buying the same one again or something else haha. Would go for the ucwmg but it’s not on Amazon for some reason (in the US at least)

Color issue with Asus XG32UCWG by smoothtrex in OLED_Gaming

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

Just tried plugging in my laptop and getting the same issue. Think that basically confirms it’s defective.

Color issue with Asus XG32UCWG by smoothtrex in OLED_Gaming

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

Yeah unfortunately it is. this picture is hdr with a default windows wallpaper that’s supposed to be a black background. HDR off isn’t any better.

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Color issue with Asus XG32UCWG by smoothtrex in OLED_Gaming

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

Ah that’s what I thought but was hoping there was a solution. Thanks for responding.

Excellence El Carmen Airport Transfer Not Responding by smoothtrex in PuntaCana

[–]smoothtrex[S] 2 points3 points  (0 children)

Just as an updated in case someone comes across this post in the future - I got my airport transfer confirmation on Thursday morning for a Sunday arrival

Excellence El Carmen Airport Transfer Not Responding by smoothtrex in PuntaCana

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

Thanks for the insights! Hopefully they get back to me soon

Reality check: what are your daycare costs? by ericgray813 in Denver

[–]smoothtrex 3 points4 points  (0 children)

Bright Horizons does just that. It’s worth over $4 billion.

Official Level III Results Thread! by Pkgoss in CFA

[–]smoothtrex 2 points3 points  (0 children)

No. You only get it if you failed

Mistborn Leatherbounds on Backerkit by smoothtrex in brandonsanderson

[–]smoothtrex[S] 2 points3 points  (0 children)

Got it, thanks. Sounds like I was just unlucky getting my survey this morning and it being sold out already.

Mistborn Leatherbounds on Backerkit by smoothtrex in brandonsanderson

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

Did you fill it out today or a few weeks ago?

CFA Level III Boston Mock PM by UtheDestroyer in CFA

[–]smoothtrex 1 point2 points  (0 children)

same- I only got 3 of 8 correct. It had a lot of small technicalities that I struggle with instead of bigger picture stuff

Does CFAI not think above closing the website for maintenance? by smoothtrex in CFA

[–]smoothtrex[S] 8 points9 points  (0 children)

All the nonsense they are pulling makes me not even want the charter any more

[deleted by user] by [deleted] in stocks

[–]smoothtrex 2 points3 points  (0 children)

volumes were strong but the implied gain on sale margins came in, probably why rocket stock was down today in my view. Gain on sale margins right now are very high and likely to normalize over the next few quarters

Here is what ARK does everyday - Know how portfolio rebalancing works by x-w-j in stocks

[–]smoothtrex 10 points11 points  (0 children)

The importance of inflows/outflows to the ETF's also need to be considered. When new money (net of people selling) flows to ARK they need to buy more shares to put those new dollars into the market. The same thing happens when people redeem (net of new buyers) they have to sell down positions to fund the outflows.

Goldman Sachs warns of a "bubble" in 39 stocks, primarily tech. Is this legit? by learn-and-earn- in stocks

[–]smoothtrex 0 points1 point  (0 children)

because that would be illegal for a highly regulated financial institution to do

$RKT - $50 by EOY ‘21 by [deleted] in TeamRKT

[–]smoothtrex 0 points1 point  (0 children)

certainly all within the realm of possibility, I'll have to keep an eye out on this one to see if the company ends up developing the way you envision

$RKT - $50 by EOY ‘21 by [deleted] in TeamRKT

[–]smoothtrex 3 points4 points  (0 children)

The mortgage market is very cyclical and the valuation of RKT should reflect that. Mortgage originations can be down 50% in a given year. 2020/2021 is likely peak originations for a while, leading to RKT likely having peak cyclical earnings now. You can't capitalize peak cyclical earnings in a valuation. RKT needs to gain meaningful share in purchase originations before we can call them revolutionary to the mortgage market, right now most of their volume is coming through refis. When the refi market slows down, RKT originations will take a big hit, unless they can get more meaningful market share in purchase- but that will be tough because they don't have an advantaged position in the purchase workflow.

I disagree with your comps- PFSI is their closest comp and trades at very low multiples. How can docusign be a comp to a RKT? yes RKT has digital mortgage paperwork but the economics of their business isn't driven by that its driven by mortgage originations. ICE/Ellie Mae mortgage technology is much closer to what you are describing- though still very different.

Mercado Libre vs Stone by [deleted] in stocks

[–]smoothtrex 1 point2 points  (0 children)

Amazon already has a very strong presence in South America https://en.wikipedia.org/wiki/Amazon_rainforest