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52-80

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Everything posted by 52-80

  1. Tell me you don't know what Nvidia's financials are or their investor's motivation for buying the stock. NVDA made money to the tune of 64B profit in the last 12 months. It would take 5 decades of that profitability to pay back the equity ownership. If you assume recent rate of growth (incremental ~3B/q) continues forever, it would take 10 years of that insane growth -- think to when the Seahawks last won a Superbowl -- for the business to break even to its valuation. So while there is a business that underpins the equity, it explains a tiny sliver of the equity price. Someone buying a stock at this levels needs to assume: (a) business grows even higher, faster or (b) someone else will buy the stock at a higher value. In other words: "they can [re]sell NVDA to them at a higher price". The same motivation is behind buying both things.
  2. Maybe Ewers is better than Ehlinger when the pass protection is perfect (like in practice) but my measure of QB is to perform when things aren't perfect. The toughness, escapability, and improv is where guys stand out and where Sam is leagues better so far.
  3. Very disappointed that someone breaking securities law to do insider trading only got $600k out of it. Like getting caught street racing in a Hyundai Elantra. Bush league.
  4. Interesting divergence from the 4 bellweathers of the US consumer economy, with Target and Walmart reporting this week, and Visa and Mastercard reporting last month (pre-election) Visa: forward growth ~10% MC: forward growth ~10% WM: forward growth ~10% Target: forward growth flat. stock takes 20% hit in pre-market. 3 out of 4 looking rosy is not bad, ill take it. at the low-end, dollar tree and dollar general both expect very modest growth (rather than big jump in cost conscious shoppers). also good sign imo
  5. an absolutely fucktarded move in the new Outlook is you cannot continuously scroll through the calendar view in the monthly mode, and you cannot advance any mode using the mouse scroll wheel. You have to click the ^ and v icons to jump from week to week or month to month.
  6. Why do comedians talk about themselves as if theyre a special breed of people (perhaps more than any profession), and why are the people they insist as “a comedian’s comedian” almost never funny?
  7. Tweets like Durant. Plays like Draymond.
  8. What exactly are the Bills, really. and based on the helmet design, shouldnt the nfl team be called the Buffalo Buffalos?
  9. its mildly amusing to me that british people want to get personalized license plates, but are not allowed to, so theres a big secondary market to re-sell license plates that is vaguely similar to what people might want. so someone named Gary will pay lots of money for a plate that read "1AM 6ARY"
  10. Slow. Hittable. No wonder he's ducking Aspinall. Tom would finish him.
  11. Thailand all day everyday. Lovely people, lots of destinations, very well developed for tourism, great food, and again lovely people. Philippines there are some good destinations and I know people who had a good time. But I’ve seen 2 extremes of it and they both suck: the capital Manila which is absolute dogshit, and a sleepy island in Coron/Palawan where I did some diving but it was zzZzzZz boring.
  12. Absolutely not. No team is gambling a day 1 pick on a person with his now well-known deficiencies. Shedeur and Cam will mame day 1. Quinn wont.
  13. “Sark puts on his robe and wizard hat…”
  14. Week 7 Texas Week 12 Texas
  15. The ultimate insult will be squeaking off a win here but losing to TAMU. The absolute most cursed timeline.
  16. Its reaching the final quarter, Sark just needs to dial up a pick 6 and we’ll be in safe city
  17. Shedeur’s improv abilities would kill it if he had these receivers
  18. Tons of drops in this game, but outside of that theres been no great plays (all goddamn sideline passes and checkdowns), and arguably thats because the playcalling is limited by the capability of the quarterback
  19. 3 open receivers on that 3rd down before the protection collapsed
  20. Goddamn this offense is impotent
  21. 27 years old and retired from playing sports for a living with millions in the bank. nice.
  22. Whos going to bail her out?
  23. barf. This is a David Hale article, which always read like a cross between a twitter thread and a bad blog post. that guy is like The Derel - just the absolute worst.
  24. i dunno, a buncha young women having a shower seems like a worthwhile tradeoff
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