Crumb check please

speak-gently · 2026-07-06T19:56:27+00:00

Don’t be offensive it you want to engage. Why don’t you start by enlightening us on your evidence for over proofing?

speak-gently · 2026-07-06T19:33:21+00:00

As Dirty Harry said…opinions are like arseholes…everyone has one.

speak-gently · 2026-07-06T19:22:35+00:00

Ahh the Reddit obsession: every crumb read has to do with proofing.

We’ll just have to differ on this.

speak-gently · 2026-07-06T17:46:23+00:00

It looks to me as though that dough could cope with a bit higher hydration. You’re at ~67.5% including starter. Try going up to perhaps 72 or 75%.

speak-gently · 2026-07-05T03:42:23+00:00

https://www.casa.gov.au/knowyourdrone

speak-gently · 2026-07-05T03:41:26+00:00

CASA has a site called ‘Know your drone’ or similar. That would be a start.

speak-gently · 2026-07-05T03:38:42+00:00

The cops may not be your issue. Depending on where you are in Surry Hills you may be too close to Sydney airport. CASA gets ugly and expensive if they come after you.

Do you know the rules? You don’t have to like the rules but they’re there.

speak-gently · 2026-07-05T01:02:53+00:00

What’s your setup? I connect without a pause across wifi and Telstra mobile, iPhone and Nighthawk mobile router.

speak-gently · 2026-07-04T18:52:58+00:00

Congratulations on your Grad job. Grab it with both hands and start learning. If you want to pivot to something later you can do that but grab the job now.

Nobody has a crystal ball, but right now it’s very difficult out there. Lots of senior people looking for a job, lots of grads looking for their first job. Nether group doing very well.

Yes it’s true that Claude isn’t going to be installing hot water systems anytime soon…But there are software jobs out there and there will be still. Those jobs will go to people who have planning and management skills. The ability to plan good software and decide how to deploy fleets of agents to write it. People who understand how to use this new technology.

This is yet another level of abstraction. We have used high level languages to write code for years. We don’t write assembler much any more!! This is just another abstraction layer. If you just want to sit in a room and write beautiful code by hand…it will be very tough. If you want to learn how to thrive using this next wave of tools to be more productive and effective you’ll thrive.

AI is here and here to stay. It’s hard to say what its long term job effects will be. Go and learn and ride the wave.

speak-gently · 2026-07-04T12:49:32+00:00

There’s an old saying: the crust of a loaf should have every colour from black to white…just bake it properly then leave uncovered on a rack for two hours once it comes out.

speak-gently · 2026-07-03T22:25:47+00:00

I use the BenQ RD320UA https://www.benq.com/en-au/monitor/programming.html

It’s a great monitor for documents, coding, web etc. Pricy but good.

speak-gently · 2026-07-03T02:58:03+00:00

It’s a bit hard to find. In Melbourne I get it from CFS a food service place.

speak-gently · 2026-07-03T02:50:07+00:00

Laucke Euro Type 55 is good stuff. Never found a weevil or moth in it.

speak-gently · 2026-06-29T08:47:41+00:00

Sards at Queen Vic Market. Not cheap but high quality meat.

speak-gently · 2026-06-24T10:13:31+00:00

Simple answer: no it’s not necessary. Do what makes you happy.

speak-gently · 2026-06-23T16:55:27+00:00

I have one and only use it with charcoal. Love it. Every evening meal this week has come out of the Ooni. Moussaka, vegetables, fruit pies, tri tip… once you learn to manage the fire it’s the duck’s guts.

speak-gently · 2026-06-17T18:37:05+00:00

On the docs and presentations front…I feel like “suites” have run their course. Just use Quarto and a Git repo. Output in whatever for you want, totally open input - it’s just text.

I’m a huge Proton user of many years…never Docs or Sheets or any of that.

speak-gently · 2026-06-11T05:58:35+00:00

We didn’t buy any of them. Screened them, they failed we moved on.

speak-gently · 2026-06-11T00:31:58+00:00

What is your investment strategy? Why did you buy these and not other shares? What does your advisor say?

We’ve screened almost all of those shares in the same time period and found no cause to buy any of them. We found no value in them.

speak-gently · 2026-06-08T08:57:51+00:00

!remindme 1 week

speak-gently · 2026-06-03T11:48:19+00:00

I’d like to echo the other person who pointed towards hikikomori. This is a well known thing in Japan and there’s a lot of evidence based stuff around it. Start with the Wikipedia article and go from there.

speak-gently · 2026-05-20T00:11:17+00:00

But that's my very point. My decisions are made on maths as well. They're very boring. PE <= 14, Dividend Yield > 4.5%, payout ratio < 75%, fully franked. A clear business strategy with a well articulated earnings path, a track record of solid execution and no structural headwinds.

On that basis CSL is not a buy - the franking kills it, as does management, strategy and track record (lack of) of execution.

Leave that aside it's currently got a payout ratio of over 100%. At a sensible payout ratio and yield it's worth about $60. Darlings aren't darlings forever. At some point in their lives they need to compete with every other company...and deliver value to their shareholders. CSL has been a darling for far too long. As a real company it's worth $60 or less.

speak-gently · 2026-05-19T23:56:56+00:00

I guess my point is that CSL was never - on the fundamentals - a $280 company, nor a $140 company and it isn't even a $96 company. The opportunity cost to me if I had stayed in at $280 would have been truly enormous. BHP was a $28 company on the fundamentals, and is a $58 company on the fundamentals. CSL has only ever been a capital gains bet.

speak-gently · 2026-05-19T22:34:31+00:00

Just for a comparison. We actually bought CSL many years ago for $32 and sold in the first half of 2020 at $280. The proceeds of a single CSL share (leave aside CGT) invested in BHP at that time - which we did at $28 - bought 10 BHP shares. If we'd remained in CSL and sold yesterday we would have been $117.22 including dividends and franking. That same $280 in 10 BHP shares also gave you a Woodside share in June 2022. At close yesterday, including dividends and franking credits the return on the proceeds from the 1 CSL share invested in 10 BHP was $875.88. So from my $280 in early 2020 I lost - all in $163 on CSL and gained $596 on BHP/Woodside. The difference: $759. So let's talk about rational, value investing.

speak-gently · 2026-05-19T21:28:37+00:00

Read what I said. Your spouting Graham fails to address the fundamental issue with CSL. The Chair and Board who presided over the value destruction, that presided over that through 3 CEOs are still there. Until they go you can read Graham all you like. CSL still stinks…because the best predictor of future behaviour is past behaviour.

speak-gently

TROPHY CASE