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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. The funny thing is I’m in a fairly conservative town, my neighbors on one side are a pair of old ladies who may or may not be married but they are awesome. No one gives one shit about it here. It’s great.
  2. Yeah the only school I prohibited my kids from applying to was aggy. Kidding but neither of them applied anyway. My daughter at least applied and was accepted to UT but noped out. My son didn’t even apply. My family’s run at Texas is over for at least a generation. My wife still writes checks to UT but I don’t.
  3. That’s fucking sad and badass at the same time. What a fucking picture.
  4. He should send them the poop emoji. Their reply: Vai tomar no cu, Elmo.
  5. Super Micro seems super fucked. Dodging sanctions selling to Russia, related party transactions all over, looks like Hindenburg picked a solid short this time. If you’re short NVDA good luck, it’s probably solid, but just like TSLA can you outlast the market?
  6. Wrong part of Cali. Salinas, Fresno, Bakersfield, and the Central Valley are all pretty trump because of agriculture. Redding is trumpy as fuck. Then there’s plenty in the LA area.
  7. Ok, that’s actually kind of funny, except what do they think the French are going to do? Go easy on him for fear of more DDoS attacks?
  8. On that table I’m doing number 3. The devil is bound to have some stories😜.
  9. That’s my standard listening speed for YouTube lectures and Spotify Podcasts(1.2) . lol at it being some special thing.
  10. It’s wild how conventional warfare it’s being completely revised in real time. The rise of drones, loss of relevance of main battle tanks, and change in artillery spotting and types. It’s hyperbole, but it’s really revolutionary. I would be shocked if there aren’t major doctrine changes in terms of our military composition for future land warfare coming out of this conflict. Some things clearly don’t change including the need for good NCOs and flexible unit sizes, but I’m marveling at Ukrainian ability to adapt, and the Russian stubbornness even when it’s obvious their shit is not working. Given the disparity in manpower, it’s really pretty unbelievable.
  11. This is just too perfect. Crypto idiot will crypto idiot.
  12. Fuck yeah Pat! Sweep the fucking leg! Meu irmao, ta tudo bem com voce? Nao deixa um pentelho como esse te dar bobagem.
  13. Well furk. Wife just tested positive, running a brutal fever so I picked up Paxlovid for her, but my unicorn status may be in danger again. If I dodge it again I’ll go buy a lottery ticket.
  14. That’ll buff right out.
  15. David Komie is tanned, rested, and baked! Give him a call for hardcore…
  16. Telling someone they’re wrong about their costs seems like a losing proposition. I can tell you that professionally I’ve seen costs escalate in an unprecedented way in construction and land costs in Texas. The prices for asphalt, road base, concrete, and even pipe in competitive bids is over 50 percent higher than pre pandemic. Whatever the reason, I’ve seen my fees go from 10 to 12 percent of a project cost to between 6 and 9. And I’ve increased fees substantially. Raw land in BFE is over 60k an acre (saw a quote for Oklahoma, not a metro area, for example on a 50 plus acre parcel). There is so much foreign money pouring in to real estate that it’s mind boggling. A lot from India, China, Dubai, and other places. It’s going to continue to push prices up for a long time. This inflationary cycle is nowhere near being over for housing.
  17. Oh yeah fucking auto insurance for kids is one that enrages me. I mean, these are all first world problems, but fucking hell.
  18. I’m in a similar position, to some extent. I have a very large nest egg and earn a good living and I am worried about the current level of expenses. Cars are unreasonably expensive so I’m maintaining my current ones, but that’s expensive too. Food is expensive. Travel is expensive. College for kids is fucking absurd. So I’m worried even though if someone looked at my position with detached emotion I am probably way too pessimistic. As a result, I keep putting off retirement, even though I am so fucking done I can’t stand it.
  19. I’m adding below 4 per share. Damn the torpedoes
  20. It was a combination of their FDA approval and anticipation of sales, with continued cash burn. They really need to have a stellar third quarter in sales of Anktiva. I am no @Harrison Stafford but I’m pretty balls deep in this one😂
  21. I hate LA, and I’ll be there for 2028. My daughter graduates in 2026 but odds are that she or my son will still be in the area. He’s 2028 from San Diego. Either way we’ll find a bunch of events to attend. It won’t be Paris but I’m sure it’ll be a blast.
  22. If it had been a good double post I’d have left it. Oh well, I may have to tell my Indian pirate story in honor of Vivek and Usha. There was a famous Indian pirate who was known as an incredible courageous fighter. Whenever there was a boarding action, he’d tell his mate to bring him his red pants. Why red? So his men wouldn’t see his blood if he got injured. One day the SS Vivek got into battle with an American ship, and when it was time for boarding, the captain said, Bring me my brown pants! The name of that captain? Shiva me Timbers.
  23. He’s about to become Baghavad Gita isn’t he?
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