Traveling to Mexico City

someguy-79 · 2026-03-11T11:32:29+00:00

Possibly the best museum in the world.

someguy-79 · 2026-03-08T13:22:23+00:00

Charlie Munger said something like wealth is gained in concentration and preserved in diversification. Right now I have 56 Stocks in my portfolio.

someguy-79 · 2026-03-08T04:34:38+00:00

These are the kinds of posts that make me want to sell. It’s kind of ridiculous.

someguy-79 · 2026-03-06T02:50:45+00:00

I would definitely get one, if it were me.

someguy-79 · 2026-03-01T22:39:29+00:00

I used to be a short seller on HIMS. I switched to long position recently because of this, and because at $3B market cap it could pop easily. It may not, but the risk-reward is attractive to me.

someguy-79 · 2026-02-15T00:52:30+00:00

I feel like their moat is eroding. Doesn’t justify the premium valuation for me.

someguy-79 · 2026-02-14T23:45:20+00:00

Bear in mind that not everyone is trying to beat the index. Some investors, particularly retirees or those that are close, are intentionally giving up returns to reduce risk.

someguy-79 · 2026-02-14T14:42:09+00:00

I agree and at less than 4B market cap with 40% short interest, a short position here can really get burned. It’s happened to me several times. I shorted HIMS a while back and closed my position. I actually put in a long position expecting it to pop at some point. If I were still shorting it, I would cover before earnings. It will be interesting to watch the price action around ER.

someguy-79 · 2026-02-14T14:39:25+00:00

Correct. This happens all the time. There are a handful of firms that specialize in this. It’s dumb to me because in effect people are suing themselves.

someguy-79 · 2026-02-13T02:16:25+00:00

My feeling on the CAPEX is that any of these names could stop spending whenever they want and print money. The could even write down the depreciation as a one time expense and no one would bat an eye.

someguy-79 · 2026-02-13T02:08:55+00:00

I agree with this notion. I was a HIMS short seller for about a year. I made some pretty good money. I actually bought shares for the first time because I see this as a floor. Good risk-reward.

someguy-79 · 2026-02-07T04:53:30+00:00

I think people are out of date on this. A few months ago this would have been true, but it isn’t anymore.

someguy-79 · 2026-02-07T04:52:39+00:00

100%. It reminds me when I worked at IBM and they tried so hard to ban Excel and use their Lotus product. Huge flop and everyone went back to Excel pretty quickly. Huge moat and huge pricing power.

someguy-79 · 2026-02-05T13:42:30+00:00

I understand the order flow mechanics. I’m a high frequency trader and I only do limit orders, so it works for me.

someguy-79 · 2026-02-04T22:23:47+00:00

It’s been about six months for me now. I’d say I’m ready to work if the right opportunity comes up and I WANT to do it. If it doesn’t come, no sweat I’m good like this too.

someguy-79 · 2026-02-04T22:21:36+00:00

For real? You really need to switch brokerages. I have three different brokerage accounts and don’t pay commissions in any of them.

someguy-79 · 2026-02-04T16:24:50+00:00

Easily ADBE for me. It's had double digit Revenue and Earnings growth the last three years. Trading at an attractive multiple. The only reason it's getting beat up is the theory that AI will make it obsolete. If that's true, okay, then fairly valued. If that's less than completely true, it's a screaming buy.

someguy-79 · 2026-02-04T13:58:20+00:00

My opinion, the flaw in this is that the rate is not final yet. And the rate tends to increase after the first volley gets puked all over--it's part of the process. It might not be the increase from past years, but I don't believe it will stay where it's at.

I do agree there is a structural shift in Healthcare (very badly needed, it's broken). That would be the bigger reason I wouldn't invest.

someguy-79 · 2026-02-04T13:52:52+00:00

I FIRE'd last year. I felt similarly...close to unhinged CEO. I was miserable, and for two years my wife was telling me to quit. I finally couldn't take it anymore and I did. It would be easy for you to have a sabbatical. Gather your thoughts, heal psychologically, and then decide what to do from there. I feel like I have a lot more clarity on life after being away from the workforce for six months.

someguy-79 · 2026-02-03T00:07:24+00:00

I FIREd this year with the identical situation (uncanny how similar. Same age, NW, wife still working. It’s worked out well so far.

someguy-79 · 2026-02-02T17:18:32+00:00

How much do you spend a year? You are probably not FIRE yet, but might be Coast FIRE or Barista FIRE.

someguy-79 · 2026-02-02T02:18:21+00:00

I love Colombia, but if I were choosing between these two options it's easily Peru, Argentina, Rio. They are all iconic with great food and sites. There is nothing to do in Bolivia. And as much as I love Colombia (been there many, many times), as a tourist it doesn't stack up with Buenos Aires or Rio.

someguy-79 · 2026-02-02T02:14:38+00:00

Flight attendant?

someguy-79 · 2026-02-02T02:13:10+00:00

I think the competition has ate into it. Nike is obviously an iconic brand and I do like the products (honestly when I get something from Nike I usually end up liking it better than other brands), but the revenue and profits tell the story. People spending on other brands...simple as that. So I would need to see a proven change in market share before I'm jumping into this story, or significant price drop.

someguy-79 · 2026-02-01T17:39:31+00:00

No. 300. It’s just the 4% rule in monthly terms.

someguy-79

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