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Everyone's giving A.Ron props for calling the dollhouse teeth floor - and yes, that was a pretty badass call. But, if I remember the podcast correctly, it was Jim who planted the seed in A.Ron's head by remarking that Adora's actual ivory floor was made of teeth. So I'm giving a shout out to Jim for the proto-call - hell of a job Jim!and 4 others.
Naugustine said:Oh @Chinaski you could be starting a war here lol. Probably region bias but I love Kansas City bbq. There’s so many good choices if you visit KC. Personal favs are Jack Stack, Q39, LC’s and Joes.
Having said that and being a lover lover of all things bbq, all regions have things that stand out and I love all of the different regions just a notch below Kansas City.
I just finished binging the first season of a gripping, creepy French noir mystery series on Netflix called Black Spot (Zone Blanche in French, which sounds way better than the English title). It always makes me happy when I randomly check out a show/movie without knowing anything about it and it turns out to be super awesome.
And to top it off, I just found out season 2 drops in three days!
I'm a big fan of periodic contrarian investing, i.e. zigging when everyone else is zagging. Especially when there are large, unforeseen events which affect a company or the entire market. In my experience, investors tend to oversell and there are great opportunities to pick up solid assets at an incredible value (or make some short-term speculative bets). I only do this when an opportunity comes along and try not to chase this strategy, in the meantime I stay invested in big tech, financials, etc.
A couple of plays I made this year:
- RIG (Transocean) - Big, risky investment when oil stocks were getting hammered. Oil storage capacity was running out due to the pandemic demand collapse and the offshore drilling industry's long term outlook isn't great. However, this stock seemed like it had been really oversold. Hugely speculative bet but I made 2.5X when I sold.
- SKT (Tanger Factory Outlets) - These guys got absolutely hammered when retail demand collapsed due to covid. I live near a big outlet mall and could see how packed that place always was pre-covid and figured the demand would be back at some point. I invested early this summer and it has returned 117% so far.
Here's one that I missed out on:
- PCG (PG&E) - After PG&E took the brunt of the blame for the CA wildfires (undeservedly so in my opinion), the stock dropped to like $5.00. But what are you going to do, spin up a brand new utility in CA overnight? The stock quickly went back up to $18. Now, it's been bouncing around ever since and I wouldn't plan on holding utility stock for the long term, but that 3X short term return would have been nice.