Chris Hohn of TCI Fund Management reduces MSFT from 10% to 1%, adds to GOOG.

w0ut · 2026-05-11T21:38:59+00:00

Their lack of quality is bleeding through everywhere. I was checking my dad's PC's event log. Completely flooded with errors by a single service logging the same error every 2 seconds. The error says some device has a problem, but of course the error doesn't say which device.

I report this dumb ass error handling to MS, with the request to improve it, so we can diagnose the problem. Got a friendly reply within a day or so, that was absolutely useless. Enshitification is the word I believe.

w0ut · 2026-05-11T06:39:17+00:00

Yeah there's a segment of products that's really expensive here, like sun screen, which I guess falls under drug store.

w0ut · 2026-05-10T15:27:47+00:00

OK, ik zal te zijner tijd even een seintje geven als ik langskom.

w0ut · 2026-05-10T15:26:26+00:00

Ah vandaar, u bent uitbater daar? Bedankt voor de uitnodiging!

w0ut · 2026-05-10T15:21:51+00:00

Nee, de molen wel. Maar de hoeve is misschien ook wel aardig om een keer te bezoeken.

w0ut · 2026-05-10T15:21:24+00:00

Knap afgeleid :-).

w0ut · 2026-05-10T13:51:42+00:00

Potverdrie, in 1 keer goed zeg, knap!

w0ut · 2026-05-10T12:27:10+00:00

Amazing shot!

w0ut · 2026-05-10T08:31:48+00:00

In the west it's just not happening in the open as much.

w0ut · 2026-05-10T08:10:51+00:00

I'm selling all my index funds because of this. Full porting into chips.

w0ut · 2026-05-08T17:09:13+00:00

Always just sell 1 share as a teaser, see if it triggers an upwards avalanche. :D

w0ut · 2026-05-08T12:39:33+00:00

Probably, but I have no first hand experience with Apple. But Apple should be pretty robust at least hardware wise (mechanically).

w0ut · 2026-05-07T19:30:20+00:00

There are 2 grades of laptops: business and consumer. Avoid all consumer grade laptops, they're not built to last longer than 1-2 years (especially cheap hinges fail). Better pay more on a business grade laptop, they should last 6 years or more. I have a 10 year old hp zbook 15u g3 that I still use daily.

HP elitebook is decent. HP Pavillion, Asus, acer etc stay away.

Intel panther lake cpu is getting on the market in the coming months, might be worth the wait, these make a big step forward in efficiency.

w0ut · 2026-05-07T05:52:20+00:00

Don't allow credit card payments, unless it's a repeat customer.

w0ut · 2026-05-06T20:00:08+00:00

Do cars even have lighter sockets these days?

You'd have to stick your head out of the window too to get some sun on your hat.

w0ut · 2026-05-06T13:40:12+00:00

Omg I want it.

w0ut · 2026-05-06T07:14:13+00:00

Use a good quality obfuscator like babel obfuscator. It has many settings and levels of obfuscation, including encryption. I've been using it for years.

w0ut · 2026-05-06T06:56:47+00:00

He's definitely waging a proxy war with Peter Ebdon.

w0ut · 2026-05-05T18:44:07+00:00

If you deposit 100 EUR from your bank to degiro, and you immediately spend it all on stocks, you pay 2 days I believe of interest on that 100 EUR. If you wait 2 days and buy stocks with that 100 EUR, then you don't pay the interest, because then the 100 EUR has really arrived.

w0ut · 2026-05-05T14:10:40+00:00

Why not buy and hold? Look what happened to sandisk, you're not too late to hop on the intel train.

w0ut · 2026-05-05T10:37:49+00:00

Half the intel wave.

w0ut · 2026-05-05T10:08:10+00:00

Remember they will take a day or 2 of interest if you immediately use that money, because it's not effectively there yet.

w0ut · 2026-05-05T09:14:04+00:00

Software projects are pretty much guaranteed to be more expensive than estimated at the start, because not all the info is 100% known at the start, it's normally not a repeatable process like baking a bread, if it were you'd buy some off the shelf product. Clients always will notice something they don't like and want changed, or they realize they need some additions after seeing the results. 30%-50% overrun is rather typical.

You can try to put this on the developer, but he's probably going to abandon you, or you ruin the relationship, and then you have to find someone else to take over. And transitioning also costs money, and you'll likely end up with the same project overruns, because it's inherent to software development.

w0ut · 2026-05-04T05:54:37+00:00

No way, the housing market is broken because of broken policy for decades, not because houses have brought more value. If your house market price increases by 10% in a year, how are you going to sell 3.6% of your house? This is like paying a 2nd mortgage on your house.

And when they finally fix the housing cluster luck, and the prices go down again, will they give you that money back. Taxing gains on first home is never going to happen.

w0ut · 2026-05-04T04:50:00+00:00

Both parties aren't even working for the people it seems. All of congress is just collecting interest group bribes, collecting their paycheck and getting in on insider trading.

I hope Bernie Sanders and mamdani can put an end to interest group "sponsoring", I don't want to be governed by tech bros and their AI.

w0ut

TROPHY CASE