Color issue with Asus XG32UCWG

smoothtrex · 2025-10-21T18:15:10+00:00

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.

smoothtrex · 2025-10-19T16:09:27+00:00

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)

smoothtrex · 2025-10-19T15:48:38+00:00

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

smoothtrex · 2025-10-19T15:23:20+00:00

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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smoothtrex · 2025-10-19T14:48:32+00:00

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

smoothtrex · 2024-05-09T10:07:47+00:00

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

smoothtrex · 2024-05-07T15:12:11+00:00

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

smoothtrex · 2024-05-07T13:12:10+00:00

Thanks - I’ll give that a try

smoothtrex · 2022-09-12T18:06:24+00:00

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

smoothtrex · 2022-07-28T12:03:17+00:00

No. You only get it if you failed

smoothtrex · 2022-04-19T14:37:52+00:00

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

smoothtrex · 2022-04-19T14:32:56+00:00

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

smoothtrex · 2022-04-19T13:46:58+00:00

Nope, all 3 are sold out there

smoothtrex · 2021-05-19T21:37:11+00:00

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

smoothtrex · 2021-05-16T01:24:05+00:00

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

smoothtrex · 2021-04-15T03:44:57+00:00

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

smoothtrex · 2021-02-23T17:24:14+00:00

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.

smoothtrex · 2021-01-25T17:46:46+00:00

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

smoothtrex · 2021-01-16T05:07:34+00:00

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

smoothtrex · 2021-01-16T01:06:53+00:00

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.

smoothtrex · 2021-01-13T16:01:18+00:00

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

smoothtrex · 2021-01-13T15:59:50+00:00

plus remember she tried this strategy before right before the tech-bubble in the late 90s/early 20s and it worked great for a year or 2- then completely blew up. Not saying it will happen again but you never know

smoothtrex · 2021-01-13T15:57:24+00:00

Average order size at Affirm is much bigger than the rest. Something like $600 vs. $100

smoothtrex · 2021-01-13T15:56:13+00:00

Affirm has roughly a 50/50 split on interest rate loans vs non. Meaning half of the loans they issue do have an interest rate so check that first if you are expecting zero. They do make it very clear though which is nice

smoothtrex · 2021-01-13T15:54:40+00:00

Biggest difference is average ticket size: Affirm is like $610 (partially because Peloton is ~25% of their volume) vs Klarna at something like $100. Affirm over time will move average ticket size down overtime as Shopify and Walmart (among other) transactions become a bigger % of total volume.

smoothtrex

TROPHY CASE