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HoustonHorn

Burnt Ends
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Everything posted by HoustonHorn

  1. Damn, crazy to see this thread at the top of the board. Wife and I just finished the entire series for the first time tonight. Amazing storytelling. Season 5 was a little over the top and the weakest of the bunch, but it did a really nice job of wrapping up story lines and tying up loose ends. Great series. Glad it ended when it did - way too many go on way too long and I just have to stop watching them. This was great from start to finish. Any other suggestions for good series to watch? I didn't catch any series done before around 2015.
  2. Hey, IBRX granted a patent!
  3. Not if you don't have a history. Same with the AP RO and VC Overseas. You might be able to get lesser models within a reasonable time frame and start building a buying history though. I'm not overly interested in those anyways, except the Overseas is just a phenomenal watch. But I feel like you get more for your money with independent brands now. Hand finishing quality, innovation, and the opportunity to develop a relationship with the brand and even the person who actually makes your watch. I'd personally go with a Parmigiani Fleurier, Laurent Ferrier, Gronenfeld, Moser, or Czapek before the name brands. You don't get the name prestige, if that matters. But you get the same or better watch. Although those are getting hard to source as well as they have gained in popularity over the past couple years and production that is a fraction of PP/AP/VC.
  4. Do you mean flip as in buy one new and turn around and sell it or just sell ones you already own? Selling a watch isn't "flipping". That said, the hype watches from Rolex/PP/AP/VC are definitely down already and seems like they'll continue dropping. There's also a softening in the watch market as a whole (due to US/World events), but less so for the watches that aren't multiples of retail. Right now its mostly impacting grey market dealers who overextended based on the expectation that prices would continue to rise, as well as idiots paying those crazy prices (although they don't have to sell). I imagine if this continues to head down over an extended period of time, you'll see a LOT fewer fly by night grey market watch shops. For those with liquidity and/or the ability to weather the storm, it might be an opportunity. I still like independent brands with extremely low production. They aren't as liquid because they aren't well known, but there are so few available it doesn't take much demand. Just a month ago, Czapek announced they were halting orders on the Antarctique de Drake for a year and orders placed prior were only guaranteed to arrive by EOY 2024. Moser prices have gone up slightly since the beginning of the year and remain steady. I anticipate an announcement with Moser and a non-watch brand this month which may generate some excitement. Other independents like Parmagiani Fleurier also remain quite popular. There are a lot more people who can buy a luxury watch when the price is going up than the number of people who can buy a luxury watch when the prices aren't going up. This will be a big, and well-needed shakeup and hopefully return some sanity to the secondary market. For the longterm, that's a good thing. The pre-owned market is still going to grow over the coming years - but the craziness of the past 18-24 months is unsustainable.
  5. Beautiful! Congratulations
  6. Physical asset if you choose the right watch. My watches are doing better than my stocks.
  7. There has definitely been the start of a correction, especially at the high end on hyped watches like certain Rolex, PP, AP. This has a trickle down effect to some of the lesser models. I imagine we'll see a steeper correction upcoming as there are TONS of new watch flippers that are going to be left holding the bag on these hype models that exploded earlier in the year. The war, inflation, crypto, and general stock market issues are definitely reducing confidence in the watch market as a whole and its definitely slowed down and I'd say you can find some deals over the next 3-6 months. I would at least wait through the summer before buying any of the above brands as I think they will continue to come down more significantly than the rest of the watch market. That said, very low production independent brands still seem to be doing pretty decent.
  8. Yeah, that would make sense. That would be big to announce that and the successful results of the commission and testing.
  9. My initial thought was negative on moving it back, but then I was thinking that if there's a 90 day commissioning period and the start was March 15th, then they would want time to evaluate and report the results of the commissioning which would end mid-June. So it makes sense to push it so they can report the results. Of course that would require good results to report. But that's speculation with some wishcasting thrown in for good measure.
  10. @Harrison Stafford Any ideas on the rescheduling of the shareholder meeting?
  11. I also think a lot of them release watches and build up a catalog, so they don't mind releasing early versions for little to no margin as they establish base customers.
  12. It's basically direct crowdfunding without the crowdfunding source like Kickstarter. They want an idea of demand and some money in hand so they can manufacture the watches. Most of these microbrands are running on very small margins to keep the prices low, so this lets them fund their upcoming costs and reduce excess inventory which kills their small margin.
  13. Yeah, he did an awesome job on a couple of my app logos several years back.
  14. look what just flew in.
  15. Always a good idea to have the bracelet.
  16. Excellent, love it on the strap!
  17. Great looking watch! I me sure about Nomos until I tried a couple on and they are fantastic. Congrats!
  18. Yeah, the UUUU bump is nice. Was hoping it would drop so I could pick up some more.
  19. It really is crazy. Used today to average down some. For about the 5th time.
  20. Cool, thank you!
  21. This was from a few days ago and led to it going up over $6. Seems like pretty good news. I realize its just Phase I, but with several other treatments also in the pipeline, it seems like only 1 hitting would get this back up very significantly. ImmunityBio Inc (NASDAQ: IBRX) achieved a significant milestone with over 80 subjects in the QUILT-3.032 study completing at least 12 months of follow-up as of January 14. QUILT-3.032 is evaluating VesAnktiva plus BCG in subjects with BCG-unresponsive non-muscle invasive bladder cancer carcinoma in situ (NMIBC CIS). All data have been locked and analyzed. The results continue to demonstrate a sustained clinically meaningful benefit. Also See: ImmunityBio's Ankitva Shows 100% Survival At Two Years In Bladder Cancer Setting. The U.S. marketing application has been compiled and, following final quality review, is expected to be submitted to the FDA this month. The FDA granted Fast Track Designation to the pivotal trial based on Phase 1 data. "With 71% of the participants in this study having a complete response and a median duration of response of 26.6 months, we believe we have a clinically meaningful therapeutic alternative for patients suffering from NMIBC in which the only option remaining is total cystectomy," said Patrick Soon-Shiong, Executive Chairman and Global Chief Scientific and Medical Officer Price Action: IBRX shares closed 4.13% higher at $6.05 during after-hours trading on Friday. Also, this: Is there something underlying this stock that keeps it in the shitter, other than my owning it? Or maybe that is the problem.
  22. I'd just be interested in knowing the scheduling order so I know when to pay attention.
  23. Yeah, I'm still holding and wouldn't mind adding if there's a chance they get out of litigation and can resume operations. Sounds like that isn't possible currently. I realize that may be a pipe dream, but I'd be willing to gamble a $1k on the potential upside if it ever did make it back to even 10% of my original buy in. Is there any reddit forum or other site that may have any news at all?
  24. So is this about to go back up? Wasn't even trading for a long time so haven't even been able to dump my shares. Wouldn't mind watching it run a little bit and getting back some of my losses. Any news?
  25. I unfortunately did not get into watches and especially high-end watches in time and have completely missed the boat on any of the high flyers. Without a long purchase history, there is no opportunity to get into brands like Patek/AP/VC. Its frustrating for sure. I've moved on to independent brands. I have Moser, a Holthinrichs, and anOrdain (on order) and hopefully a Sartory Billard at some point later this year. I think there is a LOT of value in the independents right now even though the prices have already gone up significantly over the past couple years and they are becoming increasingly difficult to get due to increasing demand. But they aren't unobtainable yet. As part of this process, my desire to spend money on larger brands has greatly diminished. My appreciation for hand finishing, creative and unique designs, and the personal relationship developed with small independent watchmakers has surpassed my desire to buy a higher-end, but ultimately mass produced watch. Its a different experience, probably much more akin to people who truly collect vintage watches. Their experience of buying the watch is enhanced by the extensive search to find the exact right watch and finally buying it. Mine comes from the interaction with the brand/watchmaker themselves and knowing the people behind the watch and interacting with them and in some cases being involved in the actual creative process to some degree (the level varies depending on the brand and the relationship).
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