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52-80

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Everything posted by 52-80

  1. My position is simply that in 2010, in the national championship ship game, Mack Brown pulled Garrett Gilbert basically out of the freezer. Arch Manning hasn’t had a real possession since September where he was asked to do anything except hand the ball off. And it would be nice to keep the motor warmed up in case you need to drive that car.
  2. The best wide receiver you’ve never heard about
  3. “Well you take a look over there and its all about archie and cooper beating my ass if i burned arch’s redshirt”
  4. This was the perfect Quinn Ewers game. It had everything you’ve come to expect from QE: -a great touch -good decision making -hooking up with the tight end -batted down passes -injury concerns -inconsistency -random fuck ups
  5. This was a real airplane
  6. The name of their CEO (promoted from MD) is literally RAW DONG LOVER
  7. And fuck 15 minutes of preheat to get up to temp for 2 filets of salmon when the air fryer has its heating element inches from the food and fan circulating heat around the small chamber
  8. This is the precise moment the line of Homo Habilis ended
  9. air fryers are good for heating small portions of stuff, without the wastefulness of full size oven. (and which i far prefer over a microwave). although i'd rather use a boxy mini convection oven, it is convenient to have an air fryer basket to shake shit around. we use a Philips branded one which is quite good, although the bottom of the heating chamber has a teflon like coating which is peeling the fuck off, so we're probably gonna get cancer from it but whatever.
  10. get a zoji machine. and thailand-grown jasmine rice. (needs the green and yellow certification mark on it). you should rinse, but dont absolutely have to. hit cook... and you could still eat it literally days after.
  11. this was such a cool recent product tho
  12. If there are 22 of them lined up on the field at any given moment and 11 of them play defense.
  13. That's helluva discipline to be holding from $27. Wow. Congrats
  14. He can't because he's a fucking retard. It was a direct response to GBTC and IBIT. Neither securities are leveraged. Not even notionally but like very objectively, factually, neither items lever as they buy the underlying with assets at 1:1 , and investors trade them at 1:1. Here's another example, in response to MicroStrategy: MSTR do not claim or recognize Bitcoin as earnings or profits. Their PNL comes from their software business. Bitcoin sits on the corporate treasury, which gets marked to market as would a bond or commercial paper, which is how accounting is always supposed to be done. LMAO
  15. 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.
  16. 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.
  17. 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.
  18. 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
  19. 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.
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