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Vegas64

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Everything posted by Vegas64

  1. Hot sports opinion, but Buccees are actually extremely overrated and gross and nasty. Madisonville is disgusting. Ennis is awful. I can't think of the other ones off the top of my head I've been to, but they are all bad. Maybe Denton.
  2. Let's play a hypothetical. If one were interested in getting into this space, how would one? And what are some of the good companies in your experience?
  3. I read this and have more or less thought it true. Curious your thoughts:
  4. We found the guy who doesn't understand exiting protocol!
  5. didn't you make a million bucks last year? such a short memory these managers and companies have. now THIS is fascinating and talk about headwinds. But what do you mean selling sustainability? How does one sell sustainability? ESG consulting or management or something? Doesn't seem like a product you can sell it's an idea or concept for businesses to embody.
  6. I thought the big difference in this bubble versus the previous was that it was largely being funded by equities and NOT debt though. Hmmmm, are we being lied to?
  7. Fair enough, I don’t want window or middle seats arms in my persona space and pits in my face and the risk of you spilling on my laptop.
  8. FYI Ray Romano has been the pop-in at comedy cellar if you want to try and get lucky and see him. He's doing a Broadway thing this month and so he's been in town.
  9. Adam McKay: Anchorman, Step Brothers, Talledega Nights Big Short, Vice, Don't Look Up
  10. Wearing shoes is an obvious miss here.
  11. I fly all the time. I'm an aisle guy 90% of the time. On longer haul flights (3.5-4 hours+) I will go window and that is simply because I hate the getting up and down for people who can't control their bladders and/or prepare their bladders for a longer flight. That said here are the rules: 1) Reclining is your right. I will defualt to not recline if I don't have to. If the person in front of me reclines, I will recline to reclaim the lost space. It is usually needed because I am working on a laptop as well. 2) Window seat owns the window, aisle seat gets one arm rest and middle seat is a second class citizen and needs to act like a child in a German home; be quiet, well behaved and speak only when spoken to with the knowledge that you are being graciously tolerated for your inconveniencing everyone. The bigger you are (fat, tall or both) the more demure you should be. 3) The aisle guy needs to be quarterback on passing items down and up and managing row behavior (help bring down or put up bags for the old/women on your row, control the flow food/bev and trash so things are knocked over and arm pits aren't in each others faces, etc.) 4) One of the aisle guys (not both, you'll figure out which one) from the row (A-F) needs to stand up at the end of the flight. This discourages the inbred who try and sneak up and/or don't understand exit protocol. The further back you sit the more important this guy is. This guy is also the designated helper of both his row and the row directly in front of him to grab any carry-ons that are in his purview to help with the speed and flow of exit. 5) You can fairly ask for a swap of like for like (e.g. Window for Window or Aisle for Aisle) when it's obvious there is a child/parent/family situation. You can fairly ask for a swap for Window for Aisle or Aisle for Window in the same vein. Neither should be asked with entitlement and a polite decline should be accepted courteously. In a drastic scenario of asking for a swap from a middle to either window/aisle, you should do so with hat in hand, an understanding that you are at the charitable mercy of the asked, and with a measure of shame. If you can, you should always lead with an offer (e.g. cash, pay for drinks, etc.) with the understanding that if the swap were to proceed that decorum dictate those offers should be politely rejected but there are some neerdowells who might take you up on your offer. 6) 100% of the time you must ignore and pretend any child 0-3 is not being annoying when they are having a hard time. It's not their fault and the parents are likely doing their best. You should 100% of the time be overly understanding and overcommunicate with a smile. Any visible displays of annoyance or frustration for children and earnestly trying parents is a sign of bad breeding and mark of bad character. It is known.
  12. Elon sucks as we all know, but pretty good deal and payday for the rank-and-file of SpaceX incoming:
  13. That's the college experience done well result. But this guy was a student athlete and amateur award winners and money and a college was more of a short term steppign stone, so likely didn't get to smoke pot in dorm rooms and widen his perspectives and meet and hang out with a diverse crew of rag-tag 18-22 years olds.
  14. His SMU is showing (lol jk but kinda serious)
  15. It does feel like we are in the land of "That's not fair, if they get free stuff, I want free stuff too" even if it means everyone is the worst for it. The poor have never been able to see the forest from the trees but at least we had pride. Now just despair and hopelessness and cruelty.
  16. It's like the pioneer and wilderness days. Getting through our education system 5-22 years old is like taking the Oregon Trail, not everyone will make it. It's literally insane and tragic and sad and infuriating
  17. In another thread we were discussing the classic political horseshoe theory and specifically how the GFC created people like Elizabeth Warren and Steve Bannon and that he outrage for Wall St was pretty bipartisan. That made me think AI is another unifier of people in a class warfare way, as I read this quote this morning: Elites and billionaires versus everyone else.
  18. Warren was awesome and I was kinda shocked with Bannon too tbh and thought his story of how his father was radicalized by the GFC was super interesting. One of the key things that struck me about the GFC and The Big Short which is a product of its age…I had the idea that the Frontpoint and Michael Burry and all the guys made mega money like billionaire status stuff. I think the hedge fund only made like $700mm. The guys making the extreme bets only made in the 10’s of millions. Those numbers are striking and feel small, dare I say quaint, in the era of AI bubble where Chinese Americans are commanding $100mm contracts to work for Meta or OpenAI and billionaires are made with every funding round and in an era of trillion dollar companies and potentially trillion dollar IPO’s.
  19. Don’t worry about @Captainant he has a weird vendetta and sees ghosts when I post. It’s almost pathological.
  20. It’s not even my take you weirdo. Listen to the podcast— I linked it (which used to drive you batty when I’d forget). I’m just reporting the news here, not making it. And of course it does make sense as the tie that binds in their rise is popularity the distrust of the elites and the system of elites that play under more favorable rules than the rest of us and the anger at the likes of Wall St., billionaires, etc. Classic horseshoe theory stuff.
  21. Against the Rules: The Big Short Companion Pushkin Industries Michael Lewis’s best-selling book The Big Short is now 15 years old. The Oscar-winning movie based on it came out a decade ago. To mark the occasion, Lewis has narrated a new audiobook of The Big Short. Here on his podcast, he and co-host Lidia Jean Kott are thinking about the legacy of the book, the movie, and the financial crisis of 2008. Michael catches up with the director of the movie, Adam McKay, as well as some of the real-life characters depicted by the likes of Ryan Gosling, Steve Carell and Jeremy Strong. He also calls up journalists, economists, and historians to make sense of the 2008 financial crisis and to understand how it still affects the world today. Get your copy of The Big Short audiobook, narrated by Michael Lewis, on Audible, Spotify, Apple Books, pushkin.fm/bigshort or wherever you get audiobooks. iHeartMedia is the exclusive podcast partner of Pushkin Industries. Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/against-the-rules-the-big-short-companion/id1455379351
  22. The polygamy joke is hilarious
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