Slightly related …
(stolen here)
This is a fun WSJ quiz not only for stockpickers (I of course could not resist the click-baity title, but it does contain some fun and surprising insights):
Are You a Stock Market Genius? Take Our Quiz.
I got 4 out of 8 right which apparently puts me in category “Wall Street trading desks could use someone like you—if you can get everyone’s coffee order right.” ![]()
5 out of 8.
Which coffee may I get you, Sir?
(the default if you don't specify one is decaf iced oat milk latte with pumpkin spice)How did you know my ‘usual’? ![]()
Argh… again I sold a short call when I should’t have. Made $100 in premium and “lost” $4000 in capital gain (I was assigned 100 x UNH at 265 two weeks ago). ![]()
I drink my coffee small and black. Because when drinking coffee in Spain especially female friends do order all that complicate coffee. I then use to order “a small coffee without sugar and without spoon”, just that I’m not the only one who just says “coffee”.
Gin tonic is even worse. I order a “Larios con tonica” like 45 years ago, but today people go like this (Spanish, I hope there are undertitles):
TCL: Oy, these are just squiggly lines, mate?
BIPC: Oh yeah, babe! Proud owner (small position, but on my buy list and I occasionally write put options on them)
IG: Looks interesting. Reached its normal valuation line, but still upside potential.
BALN: No. Overvalued. Plus, in merger talks. And apparently shitty corporate citizens by letting go the 60+ workforce to prop up the numbers for the merger.
BARN: No. Looks like a bond, no earnings growth.
BELL: No, see above. Additionally, I believe they’re majority owned by Coop (which is a Genossenschaft and whose competency I see in running a retail mostly food consumer business, not growing a packaged meat company which is part of the middle-tier/premier line-up in Coop’s meat section. Bell’s got no room to grow, except at the expense of Coop’s own meat labels.
BKW: Yeah, I’d buy them at a better price.
EMMN: Fond memories[EMMN] … but, uh, ok, yeah, buy at lower price.
NESN: Still overvalued (IMO), and not enough growth. Too bad they trade in CHF, maybe?
REHN: Just another (price) volatile bond. No.
SLHN: Currently overvalued, but otherwise a buy.
SCMN: I won’t even produce a FASTgraph on this one. It’s a bond. Mostly government owned.
ZURN: Oh, yes. Bought it in my son’s portfolio a while back.
EMMN My first summer winter job at the tender age of maybe 15 or so during the Skiferien break in probably 1984 or so. Bicycled in February about 10km at sub zero temperatures – in Goofy’s memory it was below -10° C in the morning and evening bicycle commute – to the Emmi Zentrale to sort move around dozens and dozens of crates with empty yoghurt glasses (sales slogan at the time: “Das im Glas!”). Felt great to see the money rolling in for I’m guessing less than 10 CHF per hour (possibly way off, I simply don’t remember).
Fun fact: had Goofy invested the money earned in that two week gig back then into Apple stock, he could theoretally now have become a forum moderator (not in practice, of course (silly), because of his continual imbecile posts).
Subtitles are available … in Spanish:
Goofy sets the playback speed to 0.6 and chuckles along watching the video, only half understanding what he is chuckling about.
Also an owner and have 2 open buy orders on it. Maybe I should write put options instead…
I have a buy order, I’d like to buy with a larger margin of safety.
I have a buy order in place
BARN: No. Looks like a bond, no earnings growth.
Ditto
BELL: No, see above.
Bought. Happy to take it as a bond against USD margin to partially hedge my USD exposure
BKW: Yeah, I’d buy them at a better price.
Same buy order in place
EMMN: Fond memories[EMMN] … but, uh, ok, yeah, buy at lower price.
Bought. Paid too much, but I was on a roll… ![]()
NESN: Still overvalued (IMO), and not enough growth. Too bad they trade in CHF, maybe?
I must have thought the same. I had a buy order on this, but got impatient and changed it to a market order today. Yes, today is BUYING day!
SLHN: Currently overvalued, but otherwise a buy.
Bought. Overpaid.
SCMN: I won’t even produce a FASTgraph on this one. It’s a bond. Mostly government owned.
Buy order in place
ZURN: Oh, yes. Bought it in my son’s portfolio a while back.
Bought.
So. All together, I had 7 buys and 9 buy orders placed. Maybe the summer heat and yesterday’s FIRE meetup put me in an optimistic mood. ![]()
They actually produce a lot of them. You can see their logo engraved in the plastic of non-Bell products
Apparently not just BRK:
Funny how BRK buys 5 milion shares and it isn’t even 1%.
Burry buys 20k shares and it is 11%.
Mmh, maybe I’ll consider a small position too. It was a topic at the FIRE Meetup and someone mentioned the generous dinner at the GV (Generalversammlung), including some products to take home (aka Naturaldividende). It has a high “mustachian” (the frugal meaning) FIRE Meetup potential for the Basel chapter, no?
From Beste GV Schweiz: Fressaktien und Naturaldividenden
“Die Bell GV ist eine der besten Generalversammlungen, kulinarisch gesehen. In der Basler Messe gibt es einen servierten Dreigänger und man bekommt am Schluss eine grosse Salami geschenkt.”
Now try to show that on a Fastgraph, @Your_Full_Name ! ![]()
Interesting, I did not know.
So is that even more a canibalizing Coop’s existing packaged meat products? Or maybe Bell has a centralized economy of scale while the existing Coop processors don’t?
Too complicated for Goofy.
How do you calculate certain parameters (e.g. div. yield) ? GoogleFinance doesn’t seem to deliver that one
It does not (AFAIK).
I keep track of the dividend yield manually. It’s something I follow probably at least weekly (via stock news on SeekingAlpha) to learn which of my companies have raised (or slashed) their dividend.
Other parameters I keep track of manually:
Possibly, with some fancy Sheets forumulae you can fetch these things from Yahoo! Finance (or even Google Finance), but you’ll have to chatgpt-it yourself.
Wow… so you manually update 1/week the parameters of 100+ securities ![]()
Sounds like a new job after FIRE ! ![]()
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The Joy of me, a mostly FIREd Gen-X-er.
In essence you’re completely correct: apart from me chastising obviously wrong posts/updates on this forum, I mainly look at how my cash flow keeps growing. ![]()
Occasionally, I forget about this for a month or so when travelling abroad. I hope expect this portion to become larger, for the benefit of … everyone?