CecilShortsHisPants

re: How many of the ball/strike challenges have been overturned so far in the SEC tournament?

Posted by CecilShortsHisPants on 5/20/26 at 10:36 pm to birddog14

Prior to today’s game, it was like 60% successful challenges. They mentioned it on the broadcast, like 30/50 or something. I don’t remember exactly

ETA: Gotta be like 7/8 just today uh? With several others missed badly that weren’t challeneged

re: Who is this? 10 HR per year at Grand Canyon?

Posted by CecilShortsHisPants on 5/20/26 at 10:31 pm to Sweat Hazel

Gotta admit, he was my guy for like 2 weeks

re: DELETE- Proof LSU is WRU

Posted by CecilShortsHisPants on 5/19/26 at 11:10 pm to tigersbh

Moss and Boldin are some notables that have also done it, among a few others

re: Software Stocks Plunge

Posted by CecilShortsHisPants on 5/19/26 at 11:00 am to SETH6180

quote:
I see you've mentioned CRM, what's the temperature on that one

. I just love the valuation. They generate as much FCF as Walmart and are actively buying back tons of shares. Growth could slow to zero (probably won’t happen) and it would still be fairly priced. If they keep growing at a modest 5%, you’ll get a hell of a return.

And if Agentforce actually works the way Benioff says it will, well then, CRM is a sleeping giant

re: Software Stocks Plunge

Posted by CecilShortsHisPants on 5/18/26 at 11:43 pm to YungBuck

I’m on the fence about NOW, mainly because I don’t get it. I hear good things about them, but I don’t really understand enterprise workflows that well, so for that reason, I’m out.
Also, I don’t know if I can trust Ashley Shaeffer to guide that company going forward.

I may be way off, but I feel much better about how CRM, ADBE, and MSFT are positioned

re: What verb do you use to order at a restaurant

Posted by CecilShortsHisPants on 5/18/26 at 10:03 pm to Cold Cous Cous

Had lunch at La Caretta today…

Told the girl, “I’ll do your chile rellenos”. They were fantastic

Food and Drink

-1

re: Software Stocks Plunge

Posted by CecilShortsHisPants on 5/18/26 at 2:46 pm to 632627

I’m not selling, they’re sitting on a rock solid floor with incredible upside.

It’s a Heads, you win, Tails, you don’t lose much scenario imo.

re: Software Stocks Plunge

Posted by CecilShortsHisPants on 5/18/26 at 12:55 pm to LSUSports247

Well, if we’ve seen the bottom, I like where I’m at. I own ~100 each of MSFT, CRM, and ADBE. Will gladly buy more if we pull back again

re: Basic math of Roth vs Traditional many get wrong

Posted by CecilShortsHisPants on 5/17/26 at 5:12 am to dragginass

While the commutative property argument is very real for some people, it assumes the same tax rate now and later, which really isn’t the case for many…

Traditional: $10k - no tax - x2 = $20k - 12% taxed = $17,600 spendable

Roth: $10k - 22% tax = $7800 - x2 = $15,600 - no tax = $15,600 spendable

This is why I contribute 100% of my 401k traditional and supplement with 2 Roth IRAs and cash.

re: SpaceX IPO set for June 12 Nasdaq debut

Posted by CecilShortsHisPants on 5/16/26 at 2:14 pm to FLObserver

quote:

quote:
IPO
Put em on your watchlist and wait.
If it runs away, oh well, move on.
If it drops like mostly all of them, get your shares at a much better price later.

Should be interesting regardless

re: Jay says no Evans or Schmidt this weekend

Posted by CecilShortsHisPants on 5/15/26 at 7:44 pm to Geauxldilocks

re: Jay says no Evans or Schmidt this weekend

Posted by CecilShortsHisPants on 5/15/26 at 7:40 pm to birddog14

Gotta appreciate the determination

Never give up! :lol:

re: Is this the next dotcom bubble?

Posted by CecilShortsHisPants on 5/14/26 at 8:13 pm to VooDude

Valuations are equally stretched on the market as a whole, but as other posters have mentioned, these companies are actually growing profits.
No telling where we go from here, good time to be a 37yo homeowner though :lol:

re: Thoughts on CBRS IPO tomorrow

Posted by CecilShortsHisPants on 5/13/26 at 7:41 pm to Tomcat

quote:
IPO

Put em on your watchlist and wait.

If it runs away, oh well, move on.

If it drops like mostly all of them, get your shares at a much better price later.

re: Where to park $20-30k for max 2 years?

Posted by CecilShortsHisPants on 5/10/26 at 3:19 am to BobABooey

You’re going to get ~4% on a CD, maybe 4% in the best HYSA, and ~3.5% in a MMF.

Unless that couple hundred bucks difference is worth the headache to you, do whatever is most convenient is my advice.