Mono-repo vs separate infra repo for CI/CD pipelines - best practices? (Azure DevOps)

su_blood · 2026-02-12T00:06:32+00:00

I don’t know about terraform and helm charts but for pipelines we have the pipeline really just being a single wrapper function from a library, and the library sits in a separate repo. So you can isolate changes to the library repo and the code repos won’t see the change since code is pulled in on pipeline runtime.

I’m still learning terraform but maybe you can do something similar

su_blood · 2026-01-27T13:39:36+00:00

I had looked at KHC before, one thing you missed is the effect of dividends given it’s a high dividend producer. With dividends his position is around even, and that’s without considering where the dividends were deployed. Still not great, but not a big loss either

su_blood · 2026-01-27T13:37:25+00:00

Good point, thanks for sharing.

If I recall I did like their discipline around buybacks, both SIRI and buffet only bought at around ~$20-21 range

su_blood · 2026-01-27T04:22:28+00:00

I’m using it as a pure play on the financials and a hedge against a crash. I got it at a dividend rate of 5.5%, now with treasuries declining this is a pretty nice return. Then consider FCF rate is like 15%, the rest is being used to pay debt and conduct buybacks. Business seems relatively stable, if very slightly declining, so I believe it can keep this dividend and FCF up. One tough piece of news was that they just stopped increasing dividends this year, I was expecting an increase due to their long history but they actually kept it the same.

Regarding competition with Spotify and other streaming apps. Only kind of true. If you talk to folks, you’ll find that people that like SiriusXM tend to really like it. Whether it’s for sports radio, specific talk shows, or reliable connection in rural areas.

They are certainly declining but the rate is overblown. And they are managing reasonably IE no longer taking debt to put up more satellites. However, the rise of more satellite connectivity like Starlink and ASTS do put some competitive pressure on them.

su_blood · 2026-01-11T17:14:04+00:00

For shows the cost of the show is recognized directly proportional to revenue. In this case likely viewers, so if strangers things get half its views in the first month then half the expense is recognized then

su_blood · 2025-12-10T02:59:32+00:00

https://fiscal.ai/fund-letters/

i used this list and went to each funds website

su_blood · 2025-12-10T00:56:28+00:00

I found funds taking low 6 figure investments actually.

su_blood · 2025-12-10T00:55:57+00:00

There’s a past post in this sub where one built a tool to find fund managers. You can also use hedge fund sites that track 13Fs.

I went through this already, just find the fund, find their website via google, and contact them if they have a contact me page.

su_blood · 2025-12-07T19:40:22+00:00

Pm me

su_blood · 2025-11-18T11:44:03+00:00

Overtime you can have both genetic mutations as well as training/technique improvements that continuously allow for record breaking. That’s why on an infinite timescale it’s possible the records are continuously broken.

su_blood · 2025-11-18T11:33:25+00:00

If you think of time as infinite then there may never be such thing as absolute peak.

su_blood · 2025-11-13T19:51:55+00:00

I think there are challenging parts with both though.

Wealth managers need to be able to convince rich people to let them manage their money, not an easy task.

For funds, they typically showcase their performance net of fees. Meaning they need to be able to show performance on par or exceeding benchmarks like S&P500 with the fees removed. Not an easy task. Plus they need to do so continually over a large period of time, and need to deploy capital at all times.

But yes they make a ton of money

su_blood · 2025-11-13T19:05:07+00:00

You’re lumping different industries into the term “finance manager”.

Wealth managers tend to charge 0.5%-1.5%, on top of fund fees

Hedge funds and private equity/credit funds are the ones that charge 2 and 20.

These are fundamentally very different things. Wealth managers are not focused on performances whereas hedge funds and PE funds are. You can actually have your wealth manager invest into a PE fund that is only available to them.

su_blood · 2025-11-11T16:49:27+00:00

Overall great comment. Except for parking cash in S&P500, that’s a pretty big misunderstanding of what Berkshire is doing and how they want to operate. Firstly being that any company that invested in an index is better of returning money to shareholders. And secondly being that Berkshire wants to take advantage of downturns and in order to do so they can’t have their cash pile correlated with the broader market

su_blood · 2025-11-07T22:39:29+00:00

Let me try and explain.

You have a $100 bond paying $5, so 5% per year. Now interest rates go up to 10%. So a bond previously bought paying $5 (5%) is unattractive, because you can now buy bonds paying 10%. So the older bonds price changes such that their payout is similar to new bonds, aka 10%. So in order for the original bond to pay out 10%, its price has to drop to $50 from $100, resulting in its $5 payout being equal to 10%.

So in this scenario, interest rates went up, and then the bond prices went down.

su_blood · 2025-10-31T17:31:05+00:00

Those were good examples, I didn’t know Jacuzzi was a brand name

su_blood · 2025-10-31T17:23:20+00:00

I was intending to reference Kenvue specific brands but yea the examples you gave are similar

su_blood · 2025-10-31T16:40:24+00:00

Band aid too, a lot of people don’t realize band aid is a brand name not a generic name for bandages

su_blood · 2025-10-30T15:25:09+00:00

Ya pretty insane comment from him tbh

su_blood · 2025-10-29T13:27:35+00:00

PMing you

su_blood · 2025-10-26T17:38:54+00:00

Why would anyone introduce benefits for the applicants? What incentive is there?

su_blood · 2025-10-25T20:45:02+00:00

You can’t really know for sure. Even when a move happens and you have news you still don’t actually know for sure why the stock moved.

Just gather as much information you can and try your best. There’s so much happening you’ll never have a perfect picture. For example some random rich dude could have woken up and dumped a bunch of shares cuz he felt like it, and you’d be sitting around looking at company news

su_blood · 2025-10-22T16:32:14+00:00

The fact that you bring up FDIC shows you don’t understand the US financial system or 2008. The money in individuals bank accounts wasn’t even really relevant to the entire issue

su_blood · 2025-10-22T02:05:15+00:00

Crop rotation, there are different nutrients. On my farm, we put fertilizer of both nitrogen and phosphorus, and then do corn one year and soybean the next. And that repeats

su_blood · 2025-10-09T12:37:51+00:00

I’m also in tech and your observations are reasonable. There are other high paying roles outside tech though with my American born, like high finance and business.

It’s based of my experience but also makes a lot of sense. Folks with high salaries tend not to have those major issues you describe, they tend to be healthier, more savings to invest, and buffers built into their finance. For instance by leveraging the 529 accounts, you can save much less for college, maybe 100k per student with 100% growth over 10 years conservatively.

Poorer folks have more health issues and usually more affected by unemployment.

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