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wackawacka

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Everything posted by wackawacka

  1. Jim Jordan, I heard nothing. Matt Gaetz, Don't stop there, go on.
  2. Yeah, I ran M&A/investments at an O&G adjacent company for short time. It was aggressively O&G that even our partners (e.g. Goldman/ McKinsey) pulled me aside to talk about mgmt not saying those things.
  3. What are people's view about executives taking positions politically at work. I tend to think say nothing. Given recent events in Israel and somewhat in Ukraine, I wonder if it is reasonable. As background, senior person and we have an international team that are impacted by events in Israel. Do we talk to them or the company about it? Added complication - Employees if they are savvy (e.g. Ivy educated) which many are can look up where executives have donated money politically. I am the only one that has significant political donations.
  4. 100% Iran only ability to project power is via Hamas and Hezebolla. We (Israel) neuters Iran by taking out Hamas.
  5. Needs a Liz Cheney to sacrifice their potential career. Knowing you may get primaried but will go down in history as potentially a hugely successful politician.
  6. How low on weapons must you be if relying on North Korea. https://www.politico.eu/article/russia-north-korea-vladimir-putin-rail-traffic-military-trasfers/
  7. I get that logic from Russia but not like we are low on munitions and clearly can fight wars on multiple fronts. I don't get Hamas plan as there is already talk about does Gaza even exist after all this is resolved.
  8. Supposedly? German citizen captured by Hamas... https://www.threads.net/@24hoursukraine/post/CyHTLbCMfiQ https://www.thefp.com/p/i-was-at-a-music-festival-when-the
  9. https://www.reuters.com/world/us-ready-offer-israel-support-after-attacks-biden-2023-10-07/ Basically no limits from Biden. US planes have already engaged Iran military that was in the area. This could escalate quickly.
  10. sadly, not much can be done especially if they process it smartly (e.g. Lay-offs or restructuring).
  11. consulting, finance, or engineer (programming). start there for 2-4 years post college then start your own company. or skip college and build a trade business. depends on risk profile. 1234
  12. https://foresight.is/templates/ we are technically VC backed...have VC conversations ongoing for secondary sales so have some knowledge of this market.
  13. agree with UTgrad98. just keeping find contractors that will do parts and buy all your own supplies. it was be a PITA to manage but all the quotes for $50k+ are just GCs price gouging people. the reason they can do it is because you need so many specialist. find a tile and plumber and buy the supplies then have them bill you hourly. bet you can do it for $10k
  14. 1234 i have only Tumi, but i am also a douchebag finance guy.
  15. zero incidents in 2023 but many close calls. 2022 was a bad year for me but think giving up alcohol has likely helped.
  16. i'm long china. definitely short-term economic issues (e.g. property values and defaults) but CCCP is very effective about managing the country. having worked in the country and there now visiting manufacturers, anyone who gives a definitive opinion on China direction is wrong. the only right analysis of china is who fucking knows. i was talking to another CFO a few months ago about our view on china specifically business climate. his guidance was from a prior job was that they had individuals like Henry Kissenger, etc as advisors for their china launch/ business development. the only accurate advice on china is no one really ever knows what is going on. i worry that no matter what that US/China will eventually have direct conflict... https://www.bloomberg.com/news/articles/2023-10-03/dalio-likens-us-chip-curbs-on-china-to-1940s-oil-ban-on-japan
  17. Every wannabe seed investor that I have known or met lost way more money than they made. It was done mostly for ego. To Troph's posts, only invest in alt investments if you can really know the space or have someone who has deep industry knowledge test it out. I found that you can really make a lot more money in alt investments but sourcing credible ones is the challenge. I rather invest in Joe Bob the plumber who is starting his own SMB plumbing company vs 20 something who is going to burn through capital as they have no go-to-market or even product sometimes. If I had the time or desire, I would invest in SMB manufacturers in the US or roll-up local service companies that owners are about to retire with no succession plan.
  18. Approached three of my four neighbors. Awkward lot where fourth is maybe a 10 ft span so didn't approach them. The longest part of the shared fence neighbor refused to even discuss how to think about splitting the cost. Every other one was fine to split 50/50 for their side of the fence. Still have not replaced it because longest and shared fence neighbor is an asshole so will let the fence fall down before I pay for it.
  19. Not sure if we are SMB but got the Cap One business card. 2% unlimited cash back was key. The limit on the card is garbage. I think we spend $2m a month on it but only have a $250k credit limit. We have been unable to increase it for years but that 2% cash back makes it worth it for us.
  20. Just got the Cap One card too. I got it because it transfer to Asia airlines, and will likely be flying to Asia a lot for personal/ work.
  21. All the neighbors are busy in SF these days. Financial district is depressing but we have stayed in SF the past two summers (~3 months each time) and the place is lively. The city definitely has problems but frankly has become nicer from Covid as traffic is easier and way more clean.
  22. wackawacka

    High

    Had psilocybin a couple of times and just felt the world spinning and some magic colors. Friends and wife enjoy it more than me but they do it for supposedly medical reasons (e.g. depression). I only do it for a good time - We no longer drink any alcohol, and I just take edibles (THC/CBD) weekly if I want to relax. My only problem with gummies is the wide range in the way it makes me feel as I don't know the different brands yet.
  23. wackawacka

    High

    Have had multiple friends do it - In my limited knowledge, the drugs help but would recommend having a guide who helps you as you take the medicine. I think the experience is not just the drugs but also the treatment which can include light therapy and discussions about your potential issues. Everyone who just takes ketamine on their own seems to just do it for "fun" with less long-term benefits for "curing" depression. There are a lot of people who provide treatment guides if in states that are legal. Can't help in Texas.
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