Videos, Articles to Stimulate higher thought

[stefk]

When we say "big guys", it doesnt mean slow heavy fat men, like my neighbours or my coworkers.....

[SOL]

When we say "big guys", it doesnt mean slow heavy fat men, like my neighbours or my coworkers.....

Yodean I have to agree with STEFK, A big guy if he is fat and bulky is not really a big guy he is a fat guy or in today's PC culture horizontally challenged dude that happens to be tall. I have witnessed big guys (as in tall and fit) some of who were my friends in action. First of all most"big guys" are cool because they know their power, they don't want to use it for any reason. So they give you many chances to back down, but if you refuse to take the offer, the speed at which they can move is quite amazing and 9 out of 10 times the outcome will not be in your favour

Here is probably the ultimate example of a big guy

https://www.youtube.com/watch?v=pEtwgGc ... DutchGiant

[Budge]

When i used to push weights like a maniac my biceps were about 16 inches. but I did not like the way it forced you forced to walk in a way that made you look almost arrogant.

More a function of the lats, teres and triceps, less so biceps.

[bpcw]

When we say "big guys", it doesnt mean slow heavy fat men, like my neighbours or my coworkers.....

Yodean I have to agree with STEFK, A big guy if he is fat and bulky is not really a big guy he is a fat guy or in today's PC culture horizontally challenged dude that happens to be tall. I have witnessed big guys (as in tall and fit) some of who were my friends in action. First of all most"big guys" are cool because they know their power, they don't want to use it for any reason. So they give you many chances to back down, but if you refuse to take the offer, the speed at which they can move is quite amazing and 9 out of 10 times the outcome will not be in your favour

Here is probably the ultimate example of a big guy

I find when doing outreach and approaching guys that the bigger one's tend to be more polite as they aren't intimidated. This guy seems like a good one, and a likeable chap. I regularly meet with a few people in an area that has a lot of hardship and people with addictions, and there is a big and stocky chap who gets free coffees there as he helps if there's any trouble, he is as gentle as you like and we have a laugh occasionally but I wouldn't want to cross him!

I am a big chap myself, well amongst a pygmy tribe! I'm 5'7"!

[Budge]

When we say "big guys", it doesnt mean slow heavy fat men, like my neighbours or my coworkers.....

Yodean I have to agree with STEFK, A big guy if he is fat and bulky is not really a big guy he is a fat guy or in today's PC culture horizontally challenged dude that happens to be tall. I have witnessed big guys (as in tall and fit) some of who were my friends in action. First of all most"big guys" are cool because they know their power, they don't want to use it for any reason. So they give you many chances to back down, but if you refuse to take the offer, the speed at which they can move is quite amazing and 9 out of 10 times the outcome will not be in your favour

Here is probably the ultimate example of a big guy

I find when doing outreach and approaching guys that the bigger one's tend to be more polite as they aren't intimidated. This guy seems like a good one, and a likeable chap. I regularly meet with a few people in an area that has a lot of hardship and people with addictions, and there is a big and stocky chap who gets free coffees there as he helps if there's any trouble, he is as gentle as you like and we have a laugh occasionally but I wouldn't want to cross him!

I am a big chap myself, well amongst a pygmy tribe! I'm 5'7"!

But as a black belt origami, I bet you can give a wicked paper cut?

[bpcw]

Yodean I have to agree with STEFK, A big guy if he is fat and bulky is not really a big guy he is a fat guy or in today's PC culture horizontally challenged dude that happens to be tall. I have witnessed big guys (as in tall and fit) some of who were my friends in action. First of all most"big guys" are cool because they know their power, they don't want to use it for any reason. So they give you many chances to back down, but if you refuse to take the offer, the speed at which they can move is quite amazing and 9 out of 10 times the outcome will not be in your favour

Here is probably the ultimate example of a big guy

I find when doing outreach and approaching guys that the bigger one's tend to be more polite as they aren't intimidated. This guy seems like a good one, and a likeable chap. I regularly meet with a few people in an area that has a lot of hardship and people with addictions, and there is a big and stocky chap who gets free coffees there as he helps if there's any trouble, he is as gentle as you like and we have a laugh occasionally but I wouldn't want to cross him!

I am a big chap myself, well amongst a pygmy tribe! I'm 5'7"!

But as a black belt origami, I bet you can give a wicked paper cut?

I baffle and amaze them with my paper creations, and then when they're distracted, I kick them in the balls and run away!

[SOL]

I find when doing outreach and approaching guys that the bigger one's tend to be more polite as they aren't intimidated. This guy seems like a good one, and a likeable chap. I regularly meet with a few people in an area that has a lot of hardship and people with addictions, and there is a big and stocky chap who gets free coffees there as he helps if there's any trouble, he is as gentle as you like and we have a laugh occasionally but I wouldn't want to cross him!

I am a big chap myself, well amongst a pygmy tribe! I'm 5'7"!

But as a black belt origami, I bet you can give a wicked paper cut?

I baffle and amaze them with my paper creations, and then when they're distracted, I kick them in the balls and run away!

Hahaha that was brilliant made me crack up.

On a separate note I will try to complete the MU tomorrow. If not I will post an interim update here. Overall we expect volatility, some downward action, a higher low and then a resumption of the upward trend

[Yodean]

Yodean I have to agree with STEFK, ... I have witnessed big guys (as in tall and fit) some of who were my friends in action. First of all most"big guys" are cool because they know their power, they don't want to use it for any reason.

@BJ (BossJedi): indeed, there is some truth to the "Gentle Giant" stereotype - from my experience, big dudes tend to be more softspoken and polite, likely because their Mammas told them to be nice since they were bigger than the other kids when growing up.

Of course, some ignored that advice and just became bullies, until they met a smaller dude with skills who messed them up (many true stories of this).

With that said, the core, primary trend is that Small Will Rule All (SWRA).

Dinosaurs - big monsters - became extinct, to be replaced by small mammals after the Divine Comet Strike.
With computing technology, chips, etc. the goal is to increase power while reducing size.
Tiny Japanese women tend to live longer lives than bigger folks.
Etc. Many other examples of the SWRA mega-trend.

Also, with upcoming food shortages, it is a survival advantage to require less food. When flying, being smaller allows one to fit into the airplane seats more comfortably. And so forth.

Perhaps above all else, most importantly, being a bit smaller allows you to fit in an extra woman or two on a regular king-sized bed if one engages occasionally in a menage a trois, or even a menage a quatre. If you're really big, you're generally limited to a somewhat cramped menage a trois. So there's that.

Since you and others are interested in health and longevity, the following clip presents some good data for perusal:

https://youtu.be/1IT41IzTfXA

[stefk]

https://youtu.be/grmMBbHcu_Q

PROCHLOROCOCCUS, nobody knows it, nobody speaks of it, it is yet the most abundant and the smallest photosynthetic cell ( a cyanobacteria) on our planet, and only discovered in 1988. They produce 20% of the oxygen in the atmosphere.
One in every five breaths you take, you owe to Prochlorococcus !!!!! very impressive.

For your next pranayama session, take a moment to think at the oceans, and dont forget to thank PROCHLOROCOCCUS.......

[Yodean]

Here is a crazy simple yet highly effective strategy for owning stocks in the S&P 500.

Buy stocks with deep value based on this ratio:

*Future Free Cash Flow / Enterprise Value*

Keep the 20 - 40 stocks in the index which have the deepest value according to this one single ratio. The only other minor things I might add is to have low short interest (below 5%) and just ensure that trailing FCF and EBIT for past quarter and 12 months are positive. That's it!

The trailing returns? Since 2000 this strategy has returned over 14% annually more than the S&P 500. Are the excess returns lumpy? No. This is how you can see it for yourself. I create a market neutral strategy where I am long 20 deep value future FCF stocks in the S&P 500 and I short the index. Any returns are due to excess returns on the long side. You'll notice that the equity curve of the returns and fairly consistent. Average holding time is only 80 days if you are always ensuring you are holding your best FCF value stocks.

Just remember that this is a market neutral portfolio. If I removed the short side, the long-only returns are 21% annually since 2000. What are your thoughts? Simple strategy. Consistent market-beating returns. There are ways to make it better but for a single factor...not too bad in my estimate.



*****

I ran into the above post recently. I'm not much of a fundamentals guy, so at this point the above strategy isn't really for me (I still believe large cap growth will outperform value over time), but there are others who may find some aspects of the above profitable.

[houstonremote]

Here is a crazy simple yet highly effective strategy for owning stocks in the S&P 500.

Buy stocks with deep value based on this ratio:

*Future Free Cash Flow / Enterprise Value*

Keep the 20 - 40 stocks in the index which have the deepest value according to this one single ratio. The only other minor things I might add is to have low short interest (below 5%) and just ensure that trailing FCF and EBIT for past quarter and 12 months are positive. That's it!

The trailing returns? Since 2000 this strategy has returned over 14% annually more than the S&P 500. Are the excess returns lumpy? No. This is how you can see it for yourself. I create a market neutral strategy where I am long 20 deep value future FCF stocks in the S&P 500 and I short the index. Any returns are due to excess returns on the long side. You'll notice that the equity curve of the returns and fairly consistent. Average holding time is only 80 days if you are always ensuring you are holding your best FCF value stocks.

Just remember that this is a market neutral portfolio. If I removed the short side, the long-only returns are 21% annually since 2000. What are your thoughts? Simple strategy. Consistent market-beating returns. There are ways to make it better but for a single factor...not too bad in my estimate.



*****

I ran into the above post recently. I'm not much of a fundamentals guy, so at this point the above strategy isn't really for me (I still believe large cap growth will outperform value over time), but there are others who may find some aspects of the above profitable.

Interesting simply strategy on the long side. The short hedge could get complicated. What instrument is used for the short side? SPX options, futures, ETF's, or some other derivative?
Short ETF holders are required to pay dividends.

[Budge]

Here is a crazy simple yet highly effective strategy for owning stocks in the S&P 500.

Buy stocks with deep value based on this ratio:

*Future Free Cash Flow / Enterprise Value*

Keep the 20 - 40 stocks in the index which have the deepest value according to this one single ratio. The only other minor things I might add is to have low short interest (below 5%) and just ensure that trailing FCF and EBIT for past quarter and 12 months are positive. That's it!

The trailing returns? Since 2000 this strategy has returned over 14% annually more than the S&P 500. Are the excess returns lumpy? No. This is how you can see it for yourself. I create a market neutral strategy where I am long 20 deep value future FCF stocks in the S&P 500 and I short the index. Any returns are due to excess returns on the long side. You'll notice that the equity curve of the returns and fairly consistent. Average holding time is only 80 days if you are always ensuring you are holding your best FCF value stocks.

Just remember that this is a market neutral portfolio. If I removed the short side, the long-only returns are 21% annually since 2000. What are your thoughts? Simple strategy. Consistent market-beating returns. There are ways to make it better but for a single factor...not too bad in my estimate.



*****

I ran into the above post recently. I'm not much of a fundamentals guy, so at this point the above strategy isn't really for me (I still believe large cap growth will outperform value over time), but there are others who may find some aspects of the above profitable.

The word "Future" kinda worries me - past not being indicative of future etc. etc. I once thought of tracking companies with year-on-year improvement in FCF. But in my case too many ideas are the mother of inertia.

[Yodean]

Interesting simply strategy on the long side. The short hedge could get complicated. What instrument is used for the short side? SPX options, futures, ETF's, or some other derivative?
Short ETF holders are required to pay dividends.

I think there are different ways to put the aforementioned strategy into play, using different instruments.

Personally, it's not MCOT (my cup of tea). I'm slowly gravitating more towards holding a basket of strong stocks and sector ETFs with good optionality, and Spinning the Wheel (selling covered calls and puts) on them. Sprinkle in some position swing-trading, as well as some ITM LEAPS. Short oil once in a while. Long commodities when COT data, technical analysis, and sentiment data all line up in the same direction.

I started Wheeling for real as an experiment in late April last year and it's been very profitable in terms of premiums, despite '22 being a pretty nasty bear market. Assuming we are transitioning into some kind of bull market, I suspect Spinning the Wheel will continue to do well.

Another strategy I ran across recently that sounds interesting and will likely work fairly well - it incorporates Herd Psychology - is the following:

-you look for a popular list that mainstream financial media is promoting: e.g. "top 10 stocks to own for 2023" (I think the Motley Crew, and others publish lists like this) - you short these stocks in '23.

-you go long the S&P index simultaneously.

-the basic idea is that the "top 10 list" is a contrarian indicator and also acts as a bit of a hedge in case you run smack into another bear market;

[SOL]

But in my case, too many ideas are the mother of inertia.

That probably what lead to the KISS principle

Here is an interesting formula that is fairly good
P/E < 20
P/S ratio 1 or lower (this is more important than P/E)
EPS growth Next 12 months > 25%
P/B ratio of 3 or less
Float short > 10%

From that screen, aim for stocks that are trading in the extremely oversold ranges on the monthly charts.
CTRN, CRMT, ZUMZ, and GES kind of meet the above requirements

[Yodean]