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Baconboy

Burnt Ends
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Everything posted by Baconboy

  1. It was stupid they didn't go ahead and play this game last weekend when both teams had byes and, as far as I know, enough players to play.
  2. Joe Biden was Vice President at the time. It would have taken you less time to simply google that than to write your post, but sadly this is the world we live in. Here is an quote from a Reuters article from a year ago: "In an interview with ABC News aired Tuesday, Hunter Biden said in retrospect it may have been poor judgment to join Burisma’s board while his father was vice president" Did Joe know what his son was doing or how much money his son was making despite having no experience in energy and having been recently discharged from the Navy Reserve for cocaine abuse? We don't know and Joe isn't talking about it. This could be as simple as a black sheep son making a bad decision and a dad choosing to not throw his son under the bus. I have no doubt Trump is dirtier, but the silence from Biden on this is deafening and the lack of media attention from the MSM is annoying as it only fans the flames of the "fake news" fire. https://www.reuters.com/article/us-hunter-biden-ukraine/what-hunter-biden-did-on-the-board-of-ukrainian-energy-company-burisma-idUSKBN1WX1P7 https://www.wsj.com/articles/bidens-son-hunter-discharged-from-navy-reserve-after-failing-cocaine-test-1413499657
  3. This isn't entirely accurate. It's on SEC ALT, meaning it's not on the regular SEC Network channel and will be unavailable to some folks who get the SEC Network but don't have an expanded package of channels. I know this from experience as one time my in-laws couldn't watch their beloved Klan aggy Bulldogs for the same reason. I've since upgraded, but not out of a desire to please my in-laws or catch no-so-hot SEC action that's been relegated to the SEC Network's alternate channel because it didn't get picked up by CBS, ESPN, ESPN2, ESPNU, or the SEC Network's primary channel.
  4. "Two months later, officials promoted Hernandez to detective." Pathetic. No excuses for this.
  5. You know the aggy administration wanted this - the AD was desperate to sell those seats. He was probably the most vocal person lobbying the SEC to make this a rule so he and the administration could avoid any criticism.
  6. Nice move on the ZM sale (for now anyway). What's the thought on $WORK? Since COVID broke out I (and most of the people in my organization) have gotten ZM and DOCU subscriptions, but I don't hear many people talk about Slack. I, however, am not tech savvy so perhaps COVID had led to a spike in Slack subscriptions and I'm just not hearing about it? What's your expectation for Friday's earnings?
  7. Not sure if you already know or even want to know but the real answer is ZM, which crushed earnings expectations and now boasts a mind-bottling market cap of $127B.
  8. Dig into the funding numbers and you'll see the people you should be complaining to are your state representative and senator. Adjusting for inflation, current state funding for higher ed is roughly $3 billion less than it was in 2008. That number takes into account the most recent legislative session that increased funding by just over $1 billion, which is progress, but doesn't make up for over a decade of neglect/cuts, especially when you consider we've added ~4.7M new residents over the same time period. To bring things back on topic, I think Del Conte is doing about as good a job as anyone could hope for given the challenging circumstances.
  9. I've been thinking about this lately as well. Grew frustrated and shifted some positions from value back to growth a little over a month ago, but am trying to decide when to shift back. Are you going to make your move now?
  10. Ford is sitting on ~$38B in cash after its recent $8B debt offering. Supposedly there was demand for $40B from investors for the debt. Perhaps they should have offered the bonds at lower interest rates (the offering was at junk rates ranging from 8.5% - 9.625% depending on the term) since there was so much investor demand? Regardless it's clear there are a lot of investors who are confident Ford is going to make it to 2030, and I haven't heard anything about bankruptcy. That said anything's possible and I'm all ears if you've heard something different.
  11. Cross-posting from the off-season thread. Nice article about Cosmi in the Houston Chronicle yesterday. He's looking ripped. Couple of tweets embedded where you can see him working out side-by-side with former high school teammate Kenyon Green. Link to the article
  12. Nice article about Cosmi in the Houston Chronicle yesterday. He's looking ripped. Couple of tweets embedded where you can see him working out side-by-side with former high school teammate Kenyon Green. Click here to read the article
  13. This reads as if it was written by a high school dropout. Not trying to be overly surly, but does anyone know if "theanalysis.news" is credible? I'll hangup and listen.
  14. So did you do the no-scalpel/keyhole vasectomy or the traditional?
  15. Apparently some stop once they make it to the NFL
  16. CSB: 4 or 5 years ago when NVDA was at like $38/share I got one of those typical cold calls from a fresh-out-of-school kid with a strong NY accent begging me to listen to his one tip and if it worked out promise I'd give him more to invest. His whole pitch was about NVDA and for the first time ever I thought to myself, "this pitch actually makes sense." I of course did nothing. That's probably about the same time I bought PBT, which I'm still holding. Stonks!
  17. Because wearing body cameras might tip people off that they were cops. They were in plain clothes because they didn't want anyone, especially the people inside, to know they were cops. At least not until they got shot at, at which point the unknowing people inside "violently attacked our officers".
  18. Yup, see post 7006 above. As usual Surly is ahead of the curve on all things Corona.
  19. The part in bold is a common emotional error investors make. The past is the past. Whether you're up or down on an individual stock should have no impact on your decision to sell, hold, or buy more (unless you want to go ahead and book a loss for tax purposes). The future is all that matters. If you think CVX will outperform XOM then you should dump XOM and pick up CVX as there is no benefit to breaking even on XOM if you could have made more owning CVX. In fact, this is the perfect opportunity for you effectively do a wash sale that won't be subject to wash sale rules if you simply replace XOM with CVX in your portfolio. For the record I'm long XOM and think it will outperform CVX over the next two years. Just trying to offer some unsolicited advice without coming across like the surly asshole I am.
  20. If you think CVS is going to outperform XOM then why wait?
  21. Aggy started flirting with the SEC in 1991, if not earlier, when it was becoming clear the SWC wasn't going to last. To be fair, UT was flirting with the SEC, Pac 10, and Big 10 at the same time. Arky obviously made the first move, and Frank Broyles made it clear he wanted UT and A&M to eventually join Arky in the SEC. Any talk of Arky leaving to get away from UT is pure revisionist history. When the SWC imploded, UT's hope was to join the Pac and A&M wanted to join the SEC. Both wanted to stay together so the compromise was a marriage of convenience with the Big 8. That marriage has worked out about how you'd expect since many of the members had their eye on another partner from the beginning (CU/Pac, A&M/SEC, Mizzou/Big 10 (even though they had to settle for the SEC), UT flirting with the Pac). Not trying to derail the discussion into conference realignment. Just pointing out that none of this is new, none of it should have been a surprise, and nobody "suddenly cut bait" as described above.
  22. I haven't sensed this thread turning bullish. There are still stocks to be bought even when headed into a recession, especially in a unique circumstance like this. ZM is a prime example. They've gone from 10M daily users in December to 300M in April. Not all of those users are paying customers, but it's safe to assume a good percentage are. Would I buy it now? Maybe not, but I'm still going to hold it to see what happens next.
  23. VSTO, KR, ZM, TTWO, EA, HON, TEVA, LH, XOM, CL (fabuloso!), and CLX (though contemplating selling a portion before their earnings call on Friday - sell on the news and whatnot)
  24. Who makes the replay calls? Game should be tied
  25. Total screw job. Not even close based upon the replay they just showed. Not sure how they justify overturning that call.
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