impatientvalue

Not investment advice. Former pure boglehead now exploring value, asymmetric risk, being contrarian & learning as he goes with a portion of personal accounts.

[impatientvalue @impatientvalue]

Class.

[NWM 🏴󠁧󠁢󠁷󠁬󠁳󠁿🏴󠁧󠁢󠁷󠁬󠁳󠁿 @NWMYT]

Nice touch from the away pub

[impatientvalue @impatientvalue]

@OtterMarket And then that content is then used as evidence in another piece of AI content as truth.

Kurzgesagt did a great video about it: https://t.co/UIq7gmmaF9

[impatientvalue @impatientvalue]

Damn $GIS looks cheap. 9x earnings? Plus nearly 5% dividend?

What am I missing here?

[impatientvalue @impatientvalue]

Dividend over 5% pays you to wait in an environment where Shiller PE is 40 and S&P500 PE is 31. $GIS forward PE about 14.

Value trap?

I just can’t imagine a world where General Mills doesn’t exist in 20 years as a profitable entity. Or that people stop eating their brands.

[impatientvalue @impatientvalue]

$GIS looks interesting to me. Lots of RFK MAHA fear, trailing PE of just 9.18. Expecting slightly shrinking revenues. Revamping products, etc. Massive company, can always cut workforce or sell off product lines. Defensive stock not tied to AI.

[impatientvalue @impatientvalue]

@Ultradeep3 Well, if you know him pass along my thanks

[impatientvalue @impatientvalue]

Really glad I held onto $BTU when it went to $12.

[impatientvalue @impatientvalue]

@Ultradeep3 Also hopeful that $RIG can be similar but different. We will see. Wild ride.

[impatientvalue @impatientvalue]

@Ultradeep3 Wasn’t lucky enough to be buying individual stocks then. But got in around $8-12 several years ago. Shoutout to… Nick? Whatever the guy with the wolf for a profile photo. Made decent side coin with selling puts in the $20-22 range when it kept bouncing around 3 yrs ago too

[impatientvalue @impatientvalue]

30Y spikes are fun.

I’m sure this turns out well.

[impatientvalue @impatientvalue]

So something real odd happening with $UNH, no?

[impatientvalue @impatientvalue]

@mfwarder Ha! I meant a different platform that he doesn’t want talked about on here to be clear

[impatientvalue @impatientvalue]

@mfwarder Hell of a tribute to wake up and read first this morning.

Lost my Dad in February and this hits home hard and true.

[impatientvalue @impatientvalue]

And yes I understand what happened in 2018… probably a bad idea (gold would’ve been better if you did it a few days ago)…

[impatientvalue @impatientvalue]

When the market goes crazy and VIX goes through the roof… someone explain why putting your extra cash into $SVXY and waiting for the VIX to drop is a bad idea.

Seems like the only “asset” guaranteed to eventually go down and shorting it seems too easy

[impatientvalue @impatientvalue]

@ValueStockGeek Optionality can also mean taking more risk — leave the job, start the business, travel… all because you’ve taken care of things and have a home base to come back to.

Much harder to take big leaps when you’re balancing high debt. Can’t afford to miss vs having option to try.

[impatientvalue @impatientvalue]

@midtown_rob 3. There is such a thing as “too close” in terms of distance. Be far enough way no one can walk in whenever they want, near enough to help when needed or asked.

[impatientvalue @impatientvalue]

@midtown_rob 1. Congrats. Kids are second best thing that will ever happen to you.

2. Do not underestimate the need/want to have trustworthy help nearby.

[impatientvalue @impatientvalue]

It is days like today I’m glad I’m not an astronaut stuck in space because I flew a broken $BA craft away from Earth and now can’t get home.

#perspective