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Registered on:4/18/2008
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re: Anybody buying?

Posted by skewbs on 3/13/25 at 3:21 pm
Buying solid chunks of all of these at various points over the last 5-7 trading days - ALB, OXY, WMT, SOFI, and NKE.

Watch list - RIO, MTDR, and COST. Waiting on these to drop a little further before I jump in.
quote:

You don't measure the power. You measure the results. If you claim you can move a pencil with your mind, move the pencil except there will be a piece of paper in front of the pencil so you can't blow on it


The people that can pass this test are smart enough to not take it. The minute you pass it you’ll become a government science experiment for the rest of your life. Duh.
quote:

Inflation calculator shows that would be $51,600 in today’s dollars.


Boom! OT roasted.

re: Diving deeper on Standard Lithium?

Posted by skewbs on 3/11/25 at 12:21 pm
quote:

can’t compete with ice


While vehicles are certainly a piece of the pie for where lithium demand is (or will be) driven from, it's certainly not the only piece.

Hell there may be pieces that haven't been fully fleshed out yet.

I think lithium will be a major component for the foreseeable future regardless of whether Trump decides not to push EV's full force.

re: Southwest ending free checked bags

Posted by skewbs on 3/11/25 at 9:49 am
quote:

Everything about that company is worse than it was 10 years ago and that’s coming from someone who had companion status with them for a decade and used to defend them.

Now they’re priced like Delta while running their business like Frontier or Spirit.


Are you me? I couldn't have said this better myself. I had companion pass for 5 straight years 2013 - 2018. I flew from Houston to Dallas and El Paso 35+ times per year and it made so much sense at the time.

Now, I won't even consider Southwest unless they are $100 cheaper than United.

re: Diving deeper on Standard Lithium?

Posted by skewbs on 3/11/25 at 9:21 am
quote:

we’re now ready to commercialize this technology


Sounds like good news... except I assume actual commercialization (i.e. sales and revenue) is still 3-4 years out?

re: S&P down 10% in 3 weeks

Posted by skewbs on 3/10/25 at 2:41 pm
quote:

Citbank


Never heard of this bank until now. Looks like it's the online bank for First Citizens. I'll check it out.
quote:

Dumpster Diver


Name does NOT check out.

This should be your time to shine ole baw.

re: S&P down 10% in 3 weeks

Posted by skewbs on 3/10/25 at 2:10 pm
quote:

I have a HYSA at 4.3


Can you share which one? I use Golman Sachs Marcus and it's 3.9%

re: 2024-2025 Ski Thread

Posted by skewbs on 2/27/25 at 9:42 pm
Heading to Banff tomorrow. They haven’t been getting dumped on like the most of the L48 and PNW, but they did get a few storms the past week that dropped around 10-12 inches. Better than nothing!

Still super cold up there so every little bit holds pretty well.

re: Caribbean during hurricane season

Posted by skewbs on 2/24/25 at 7:34 pm
Hurricane season brings a triple threat you may not have to deal with as much in November - April: hurricanes and tropical storms, more rain in general, and it’s also a good bit hotter (and more humid).

Costs Rica certainly gets storms. I’d go further south. In Aug - Oct I would lean toward ABC islands or Barbados. Maybe Panama. Northern coast of Colombia is amazing too, think Cartagena or Barranquilla.

I lived on St Croix one year and it was crazy to see the off season (which is basically June - mid November. Covid kinda changed that and people have been going nonstop all year around the past 2-3 years.


Booking a week long trip to Grand Cayman late June 2017 and getting hit by a tropical storm that brought rain almost all day for 4 of our 6 days there was honestly pretty aggravating with all the money spent.

re: Diving deeper on Standard Lithium?

Posted by skewbs on 2/23/25 at 3:37 pm
quote:

Koch purchased ~7M more shares bringing their total to around 20.5M shares.


Do you have a link? I have several questions before I know how to feel…

When was the purchase? Was that 7M share purchase all at once or over time? If over time, what length of time? Was this an ad-hoc purchase or something pre-planned from a while ago that is just being realized?

re: Let’s talk about Archer Aviation

Posted by skewbs on 2/22/25 at 2:33 pm
Bought 100 shares at $9.34 on Friday to keep me interested. Let’s see where this thing goes!

I usually don’t buy without a good bit of DD. I’ll post some more info when I get time over the coming weeks to dig into this one.

Let’s talk about Archer Aviation

Posted by skewbs on 2/21/25 at 10:28 am
I noticed Archer Aviation mentioned in a couple other threads recently and it got me curious. Always looking for the next SLI (joking). SLI has left a bad taste in my mouth investing in pre-revenue companies

Anyone care to share their thoughts on this company? Their business plan sounds great - electric air taxis for cities - but I’m wondering of the feasibility of making it a reality. And how long that might take (5, 10, 15 years?)..

Any discussion is appreciated.

re: Southwest Airlines corporate layoffs

Posted by skewbs on 2/17/25 at 8:55 pm
You got to love getting boarding position A5 and being the 46th person to get on the plane :lol:

re: Houston woman loses her savings

Posted by skewbs on 2/2/25 at 9:28 pm
Most likely old, stupid, and poor. The trifecta.

re: 2024-2025 Ski Thread

Posted by skewbs on 2/2/25 at 10:07 am
quote:

Second weekend of march where would people here go- WA (Crystal, Snoqualmie, Alpental), Montana (Big Sky), or UT (Brighton, Solitude, Alta, and Snowbird)?


In the L48, aside from the PNW, Big Sky is the only major resort / mountain I haven’t made it to yet. That would be my choice of what you listed.

I haven’t corroborated this with any data but I heard from a buddy that lives in SLC that they weren’t getting the best snow this year. I think they’ve had a couple near record years in a row so maybe they got spoiled. Not sure.

re: 2024-2025 Ski Thread

Posted by skewbs on 1/30/25 at 7:38 pm
No Mountain Standard? Come on man!

Just kidding. You hit some great spots. Next time make sure to get in Mountain Standard though.