Nunya

@GulagInmate5790 @wrp222 @zachary135791 I don’t do one rep maxes but I progress on my squat each session (sometimes I get a rep or two less than before but usually I add weight or reps)

@TheRoundBaby @wrp222 @zachary135791 When was the last time you PR'd your squat?

Why is this not a good idea? Bulking when you are already 20 plus percent body fat Once you are no longer lean, as a man, you will begin to aromatize a greater percentage of your testosterone to estrogen and you will begin to become insulin resistant When you are insulin resistant and gaining weight, the ratio of muscle to fat you put on will start to become very unfavorable I would go as far as saying that the most important factor for a successful bulk (high ratios of muscle to fat) is staying insulin sensitive. Once you’re insulin resistant, the bulk is OVER

@RedBoulderPunch no more themes. only such.

Excel is incredible. We have tools better than it at data processing but none that can match the combination of legibility and power a spreadsheet provides. So long as people need to see and comprehend data before making judgements, Excel will be used.

bro i’m twitching

@donald_parks22 @zerohesis If we're being honest chud hoeless isn't doing shit against any quality opponent regardless of if you feed him or not

@zerohesis If being honest McCain needs to chill on the shots of him and Chet are on the floor with no shai McCain needs to focus on feeding Chet and getting him looks instead of shooting 10 shots then going to the bench

thunder fans have 0 expectations for 7 so nobody cares

@UnderdogNBA @MikeVorkunov So the NBA let the Spurs pick 1st in 2023, 4th in 2024, and 2nd in 2025 then pull the ladder up behind them??? You can’t make this up😂😂😂

This is what happens when a man reaches his mid-30s with no wife or family and is still obsessed with chasing women. He becomes envious of high school boys and their dating pools, then starts making ridiculous, cherry-picked scenarios about why he “needs” to take their age mates away from them

these supe cunts, hughie. Theyre fuckin nasty with it. Goin onto pixiv and savin pictures of cartoon girls with their baps out. And I bet nonna the bastards have even watched the fuckin anime they spunk to. You think that A-train wanker has seen neon genesis fuckin evangelion?

Imagine being a high school kid just posting your prom photos or whatever and you find out there’s a bunch of 40 year olds on twitter talking about how you’re too childlike and doughy looking to be with girls your age

The absurdity of that Draymond tweet made me laugh but on my soul Draymond is a irredeemable human being

This got me crying bro

The NBA does not want this series ending early

This is frying me so bad rn

It’s strange how many progressives talk as though the US has implemented some sort of radical austerity program since FDR

literally anyone above 110 iq can understand and execute the ai research process

Jobless Horikoshi vs Jobless Fujimoto

Just a reminder that California could have saved literally 100 billion by passing a law that did nothing but a small exemption to bypass local governments and reviews and they couldn’t do that

@hoosbobby @ThierryBorgeat You think he's buying GOOGL for Google Cloud and not Gemini?!?!

@ThierryBorgeat This doesn’t add up. Azure disrupted by AI so sell MSFT to buy… GOOGL and Google Cloud? Surely his sell thesis was the Office Suite but even that, I think, greatly underestimates inertia and the standard operating system of businesses literally worldwide.

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.

Seen highlights instead of the actual game & came to this conclusion lmao folks up here so stupid, Kobe shot 13 FTs this game & I just watched how he got every single one & it deadass looks like I’m watching SGA

The whole idea of quiet wealth is cope from an aristocratic class that got fucked hard by modernity. At their height they were ostentatious: furs and jewels and castles and dogs. It’s a survival mechanism.