Signatures

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Tortoise
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Re: Signatures

Post by Tortoise » Sat Apr 25, 2020 2:32 pm

Love vaca frita! But I enjoy ropa vieja even more. I really hope my local Cuban restaurant survives this lockdown.
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Re: Signatures

Post by dualstow » Sat Apr 25, 2020 3:38 pm

Tortoise wrote:
Sat Apr 25, 2020 2:32 pm
Love vaca frita! But I enjoy ropa vieja even more. I really hope my local Cuban restaurant survives this lockdown.
Indeed. There's a place in Key West where the vaca frita is a bit too dry but the ropa vieja is good every time. With sangria. 😋
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Re: Signatures

Post by dualstow » Thu May 07, 2020 10:01 am

mathjak107 wrote:
Thu May 07, 2020 5:32 am
dualstow wrote:
Wed May 06, 2020 8:04 pm
In 2001, the United States' military airdropped 2.4 million Pop-Tarts in Afghanistan during the US invasion.[11]
but they had no electricity for the toasters ....
I'm sure the Afghans figured out how to heat them up just fine. :D
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Re: Signatures

Post by Smith1776 » Fri May 08, 2020 11:32 am

dualstow wrote:
Thu May 07, 2020 10:01 am
I think Smith1776 is here today to talk about Bill Ackman's stock picking successes!
I'm quite fond of Bill Ackman! Ackman, like Buffett, "saw the light" when he discovered The Intelligent Investor. I believe there was a Forbes magazine cover that called him 'Baby Buffett', which I think is an apt description.

What's especially interesting about Ackman is that he's found an extra dimension in value investing that may be a relative safe haven from the ravages of market efficiency. That is, he practices activist value investing. What kind of opportunities can be had when a value investor can influence management?

Going even further to use CDS's in order to turn some 26 million dollars into 2.7 billion dollars. I think an operation like that would fall under Graham's definition of "special situations." I think that can fall under the rubrik of value if one thought the CDSs were mispriced (in this case it appears they were).

All this talk about stock picking is giving me that hankering...
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Re: Signatures

Post by l82start » Wed Jun 24, 2020 9:25 am

Does anyone on this forum raise chickens?
dualstow so why the question about chickens?
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Re: Signatures

Post by Mountaineer » Wed Jun 24, 2020 10:12 am

l82start wrote:
Wed Jun 24, 2020 9:25 am
Does anyone on this forum raise chickens?
dualstow so why the question about chickens?
I'm guessing the "raise chickens" means live ones, not the chicken legs I raise to my mouth and slurp. ;)

We do have a relatively close neighbor in a large new home that has a chicken pen in his yard with a dozen or two birds. You can hear the roosters crow early in the morning. Perhaps they are for eggs, perhaps for meat, perhaps to teach his children some history or how to take care of animals, perhaps for the alarm clock.
DNA has its own language (code), and language requires intelligence. There is no known mechanism by which matter can give birth to information, let alone language. It is unreasonable to believe the world could have happened by chance.
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Re: Signatures

Post by dualstow » Fri Jun 26, 2020 7:40 am

l82start wrote:
Wed Jun 24, 2020 9:25 am
Does anyone on this forum raise chickens?
dualstow so why the question about chickens?
I asked you first. O0
Nah, I’m just asking because it seems to be becoming a trend. I’ve got a school friend who’s been raising them for years, but the number of friends who is raising them is suddenly increasing.
Mountaineer wrote:
Wed Jun 24, 2020 10:12 am
...
We do have a relatively close neighbor in a large new home that has a chicken pen in his yard with a dozen or two birds. You can hear the roosters crow early in the morning. Perhaps they are for eggs, perhaps for meat, perhaps to teach his children some history or how to take care of animals, perhaps for the alarm clock.
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Re: Signatures

Post by l82start » Fri Jun 26, 2020 7:46 am

dualstow wrote:
Fri Jun 26, 2020 7:40 am
l82start wrote:
Wed Jun 24, 2020 9:25 am
Does anyone on this forum raise chickens?
dualstow so why the question about chickens?
I asked you first. O0
Nah, I’m just asking because it seems to be becoming a trend. I’ve got a school friend who’s been raising them for years, but the number of friends who is raising them is suddenly increasing.
Mountaineer wrote:
Wed Jun 24, 2020 10:12 am
...
We do have a relatively close neighbor in a large new home that has a chicken pen in his yard with a dozen or two birds. You can hear the roosters crow early in the morning. Perhaps they are for eggs, perhaps for meat, perhaps to teach his children some history or how to take care of animals, perhaps for the alarm clock.
👍
my sister raises chickens, for eggs/pets, she is living a rural farm style life, so its not exactly trendy..
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Re: Signatures

Post by dualstow » Fri Jun 26, 2020 8:05 am

Cool!
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Re: Signatures

Post by Tortoise » Fri Jul 17, 2020 12:38 pm

I just noticed this addition to your sig, Smith. Good one!
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
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Re: Signatures

Post by Smith1776 » Fri Jul 17, 2020 12:43 pm

Tortoise wrote:
Fri Jul 17, 2020 12:38 pm
I just noticed this addition to your sig, Smith. Good one!
Knucklehead (noun): Someone who knows the expense ratio of everything but the value of nothing.
I aim to please! O0
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Re: Signatures

Post by Smith1776 » Sat Jul 18, 2020 8:32 am

Hal wrote:
Sat Jul 18, 2020 12:23 am
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
Love the sig, Hal! ;D
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Re: Signatures

Post by dualstow » Sun Jul 19, 2020 7:04 am

Tortoise, there are days when I feel galaktos intolerant O0
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Re: Signatures

Post by Tortoise » Sun Jul 19, 2020 12:28 pm

dualstow wrote:
Sun Jul 19, 2020 7:04 am
Tortoise, there are days when I feel galaktos intolerant O0
Ah, the infamous gas giant...
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Re: Signatures

Post by dualstow » Sun Jul 19, 2020 1:46 pm

😂
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Re: Signatures

Post by Smith1776 » Sat Jul 25, 2020 1:23 pm

dualstow wrote:
Fri Jul 24, 2020 2:28 pm
While Bogleheads focus on parroting Buffett’s comments about gold — I’m not trashing them — they should be paying attention to how gold moves relative to the dollar.
What really gets me is when no one on that forums sees the obvious logical fallacy in Buffett's argument.

Buffett presents a binary choice between all the productive farmland and something like 7 Exxon Mobils versus a block of gold. He then makes the obvious choice of saying the productive assets are the clear choice.

Well, duh.

But in the real world investors don't have a binary choice between stocks and gold. There's an infinite gradation between 100/0 and 0/100. Buffett committed the logical sin of the black-or-white fallacy -- a well known flaw that even a first year philosophy major should have been able to detect.

I honestly expected a stronger argument from someone as smart as him.
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Re: Signatures

Post by Libertarian666 » Sat Jul 25, 2020 2:03 pm

Smith1776 wrote:
Sat Jul 25, 2020 1:23 pm
dualstow wrote:
Fri Jul 24, 2020 2:28 pm
While Bogleheads focus on parroting Buffett’s comments about gold — I’m not trashing them — they should be paying attention to how gold moves relative to the dollar.
What really gets me is when no one on that forums sees the obvious logical fallacy in Buffett's argument.

Buffett presents a binary choice between all the productive farmland and something like 7 Exxon Mobils versus a block of gold. He then makes the obvious choice of saying the productive assets are the clear choice.

Well, duh.

But in the real world investors don't have a binary choice between stocks and gold. There's an infinite gradation between 100/0 and 0/100. Buffett committed the logical sin of the black-or-white fallacy -- a well known flaw that even a first year philosophy major should have been able to detect.

I honestly expected a stronger argument from someone as smart as him.
Yes, that is an elementary logical fallacy: no one chooses between all the gold in the world and all the diamonds in the world either. There's this thing called "marginal utility".

But he doesn't need good arguments when people treat him as a guru.
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Re: Signatures

Post by Mark Leavy » Fri Jul 31, 2020 5:41 pm

dualstow - congrats on the kombucha!
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Re: Signatures

Post by dualstow » Fri Jul 31, 2020 6:12 pm

Mark Leavy wrote:
Fri Jul 31, 2020 5:41 pm
dualstow - congrats on the kombucha!
Thanks! The plain is delicious and I’ve got a few bottles in the cupboard attaining various flavors.
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Re: Signatures

Post by Tortoise » Thu Dec 17, 2020 1:08 pm

my house smells like star anise
Funny you should mention that, @dualstow. Just last week I bought some star anise for the first time ever to go in some mulled wine I was making.
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Re: Signatures

Post by dualstow » Thu Dec 17, 2020 1:45 pm

Tortoise wrote:
Thu Dec 17, 2020 1:08 pm
my house smells like star anise
Funny you should mention that, @dualstow. Just last week I bought some star anise for the first time ever to go in some mulled wine I was making.
It’s my favorite spice. A few pieces in a slow cooker with ribs (and cinnamon and few other ingredients) ⇢ magic.
I also put it in vodka with caraway seed and fennel.
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Re: Signatures

Post by Tortoise » Thu Dec 17, 2020 1:51 pm

dualstow wrote:
Thu Dec 17, 2020 1:45 pm
[Star anise is] my favorite spice. A few pieces in a slow cooker with ribs (and cinnamon and few other ingredients) ⇢ magic.
I also put it in vodka with caraway seed and fennel.
Cool, I'll be sure to try that. A few years ago I experimented with making different kinds of infused liquors (cherry whiskey, vanilla/ginger vodka, etc.).
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Re: Signatures

Post by Smith1776 » Mon Jan 04, 2021 3:06 pm

dualstow wrote:
Fri Jul 31, 2020 6:12 pm
Where's Jack Ma?
Where is he indeed??? China just keeps getting more and more scary. Real life 1984 over there. Disinformation, people disappearing, a zeitgeist of conformity.

Or are we just getting misinformed by our media and China is the real promiseland?? Now that would be very 1984.

China has that law that says you can be punished for insulting the CCP no matter what country you reside in. If you travel there afterwards you could be detained. I will test that.... for science.

The Chinese Communist Party is a bunch of no good wankers.

Okay, going to China. BRB.
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Re: Signatures

Post by Smith1776 » Mon Jan 04, 2021 3:07 pm

Dualstow, if I don't make it back you can have all my gold. It's buried under the shed.
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Re: Signatures

Post by Mountaineer » Mon Jan 04, 2021 3:37 pm

Smith1776 wrote:
Mon Jan 04, 2021 3:07 pm
Dualstow, if I don't make it back you can have all my gold. It's buried under the shed.
As long as it isn’t under Vinny’s compost pile! 🤣🤣🤣
DNA has its own language (code), and language requires intelligence. There is no known mechanism by which matter can give birth to information, let alone language. It is unreasonable to believe the world could have happened by chance.
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