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Jurgis

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Everything posted by Jurgis

  1. Sonja Lyubomirsky "The Science and Practice of Happiness Across the Lifespan" She published couple of books too, so maybe I should put this into books section. But I have not read the books, so this thread might be a good fit. 8)
  2. I subscribe to Barron's using miles. The drawback is I don't get online edition and they are starting to put more stuff online. There was a public library that had Barron's print edition online for library members. It does not have it anymore, so that loophole closed. I think I'm in black on ideas from Barron's although there has been a pretty negative sentiment towards it on CoBF in the past. "Barron's is contrary indicator" or so. Edit: here: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/barron's-magazine/msg250715/#msg250715
  3. FYI, It's probably more efficient to buy tencent through naspers. Depends on the likelihood the South African government expropriates a big chunk of Naspers' value. Is that a real (big?) risk? References?
  4. I think AAPL fans should keep spending huge amounts of money on AAPL devices. This is the true way. No other devices can compare. Don't even think about switching to something else. Disclosure: I have AAPL shares. They are cheaper than iStuff.
  5. http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/morgan-housel-on-what-other-industries-teach-us-about-investing/msg322081/#msg322081
  6. I took my wife to a skating rink with a half-off coupon. She called me a cheap skate. ;D ;) 8)
  7. In short you are tired of CoBF. 8) ;D
  8. Is CUERVO.MX really $102B market cap? https://www.marketwatch.com/investing/stock/cuervo?countrycode=mx I somehow thought it was smaller when we talked about it.
  9. https://www.npr.org/sections/health-shots/2018/09/01/641615877/insulins-high-cost-leads-to-lethal-rationing
  10. I'm not sure this is useful, but anyway: http://dzukugirios.lt/dzuku-giriosen (this is supposed to be in English, but it's only half in English ::) ) These guys advertise on bilboards in Lithuania that they buy forest. No idea who they are/etc. As I said before IMO the corruption/grease is going to be significant in the East.
  11. Right. Shorts planted an unscrupulous woman to seduce and then yell rape on a poor CEO with outstanding moral character. The conspiracy theories of investment discussion boards. ::)
  12. I'm not sure BABA/Tencent are dropping because JD is dropping. I am not even sure JD is dropping because of the CEO/rape (although it could be part of the reason). A lot of US tech stocks are dropping for whatever reasons. And a lot (?) of China shares are dropping because of tariffs (?), EM crisis (?), game approval stoppage, etc. You do your DD and you make your choices. Did you sell your JD position or still holding?
  13. http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/another-interesting-gambling-story/msg332926/#msg332926
  14. Amazon link: http://a.co/d/8pLCUhL Haven't read the book, but read the excerpt/adapted piece here: https://www.vanityfair.com/news/2018/07/valley-of-genius-excerpt-google Likely mostly infoporn, but somewhat interesting in drawing the progression of Google from "Don't be evil" startup to corporate juggernaut. And some interesting tidbits.
  15. Overall, I am surprised that people post about small names at all. Posting nanocap on any somewhat widely followed blog and definitely on CoBF will lead to price spike, which is bad for author if author is buying and is somewhat pump-and-dump if author uses the spike to sell. OTOH most of these names are not forever holds, so expecting the author not to sell on the spike is rather silly too. IMO, people should not post about stocks that are less than XX market cap and YY daily volume at all. But of course it's their choice and sometime I benefit from it, so KEEP POSTING. ;D
  16. I wonder if this means that post-Buffett BRK future looks more like Softbank or Liberty. 8)
  17. Some of the biases might be interesting to discover, but the tests are very annoying especially when you continue taking them. And some biases are not really implicit... i.e. I know I have them. Which makes the test even more annoying. 8) I did two tests, closed third without finishing. I'd be interested to do more if tests were more fun...
  18. Theoretically I'd guess Norway, Sweden, Finland might be timber places if you don't go eastward. But I have no clue about prices and profitability. Anything eastward will have a large corruption issue, especially for non-locals.
  19. Or you could just ask what I buy and short the companies making the products. Some people have highly idiosyncratic tastes and anecdotes don't mean crap. In a lot of cases CoBF population is highly non-representative too. I've had numerous products that I like discontinued, restaurants closed, companies not doing well. In case someone takes the first sentence seriously, it's not 100% sure call YMMV.
  20. You change tires for the winter? :o Yeah, I know my relatives do this in Lithuania where it is required. I think you're the first person I've heard to do this in US. I live in W. Canada, where this is pretty much a requirement for anyone who drives in the winter. I would have thought lots of places in the US would be similar (Colorado, Montana, Minnesota, Vermont, etc). I haven't lived in any of the states above. It's not a requirement in MA (or NH AFAIK). Personally I don't drive if there's snow and it hasn't been cleaned from the roads/streets. It seems that in Europe (even rich(er) countries like Finland) they don't clean the roads as much as in US. In MA next day after snow it's all clean asphalt pretty much even on minor streets (Boston area, might be different in western MA, I don't know). In Helsinki, for example, you have snow and slush on the streets even if it hasn't snowed for a while (?). So I don't use winter tires although I agree that they would be needed if you had to drive during snow (e.g. have to get to work even on snow days, etc.). Studded tires are allowed/banned per state, so check state laws. More discussion: https://community.cartalk.com/t/do-i-need-studded-snow-tires-in-ma/82516/21
  21. https://www.bloomberg.com/news/articles/2018-08-22/apple-and-google-face-growing-revolt-over-app-store-tax Posting here too - crossposted on Google thread
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