Welcise
7K posts

Welcise
@welcise
Wanting to create an army of advocates for health through exercise and lifestyle change. Knowledge to action is key.
Katılım Mart 2016
941 Takip Edilen575 Takipçiler

People think it's wild that I logged my food for 11 years. The wilder thing is that most people can't be consistent with anything for 11 fucking weeks. It's not about food it's about measuring inputs to get the outputs you want. Also fyi for anyone who says i'm crazy it takes 3-5 min to log your food once you gain proficiency with the app, so this was insanely low effort with a high ROI.
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@Venu_7_ Can you take me through the underlying thesis in a little more depth. Guess im curious on the rise of agentic and the need for cpu rather then gpu. Is it a case of either way cpu or gpu we many of the names you pointed out have a good chance of performing well
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@welcise Thanks. Super basic. Just a landing place if I give out a card.
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I just bought a development site.
What a way to end the week.
Fun begins at 8:00am monday morning!
Mike Lifts@mikeoniron
My offer is valid until 5:00pm today. Agent is now scrambling. - he’s on holiday in Vanuatu - vendor travelling around Australia I know my contract terms (unconditional) are the strongest. The seller wants certainty. I’m helping them pull the trigger and get what they want so I can get what I want also. Win-win, they just need a little nudge.
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@welcise Have been taking a lot of notes.
Built a simple website
Swishdev.com.au
Need to have a think about where to spend time
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@welcise Full steam ahead. Strategy set, analysis done. Execution time.
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I ran Peter Lynch's 6-rule stock screen across the entire US market.
Out of thousands of stocks, only 16 passed every filter.
The top name trades at 4x forward earnings with a PEG of 0.04 - you either own it or you've been watching it. $MU
Here are all 16 names - some will surprise you.
Follow this thread 🧵

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Lynch said it best: "The PEG ratio is the best tool for spotting a stock growing fast but priced like it isn't."
Every stock on this list fits that description. No meme plays. All hard quantitative filters.
Repost so others see it. Follow for more screens like this.
Not financial advice. Do your own research.
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Driving to my parent's house for a visit.
Youngest: I know why communism doesnt work.
Me: oh?
Youngest: its just like a group project where everyone gets the same marks, but not everyone does the work. And like the minecraft game I'm playing with my friends where everyone shares the stuff we collect, like sand and stone, but as soon as someone finds diamonds, they keep it for themselves.
Me: yep.
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Big news: After 40 years of running quant momentum models fancier than a meat pie at a hatted restaurant, I've decided to go full Warren Buffett.
I'm burning the data, binning the computer terminals, and I'm now going deep on annual reports like the guy in the leather winged-back chair.
My immediate focus is on a ball-bearing company that's been "cheap" since 2011.
Enjoy the ride...
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