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eaganwildcats

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Everything posted by eaganwildcats

  1. Haven't been doing super specific exercise outside of just trying to be "active" most days. 231.8 this AM so feeling good about that. Bout 2 weeks before I become a peloton nerd. @bostonfred I'd be down for some sort of "number of days exercising" challenge between mid-November and the new year. Or something else
  2. Yep - still have some hope on this one though.
  3. Well, the "rest" of my portfolio is in a Total Index fund which is heavily weighted toward "tech" if you consider AMZN, AAPL, etc. "tech". So I've got that going for me, which is nice. Also: stonks go up, I get it. But when looking at something like $NCNO (I work in the space so its the one I maybe kind of understand) they are trading at something like 35 times revenue while continuing to lose money. The chances they can continue to grow into that valuation seems...low? I am sure there are examples of better 'value' but it just feels extended. And look, a correction will probably never come because so much of everything is just driven by passive fund flows and that's fine because I own that upside in VTI. However, when I look at trying to pick individual stocks even those bearish on tankers see a double in the next 3-4 years - will Amazon be at 6K by then? Maybe, but kinda doubt it. And with something like tankers there is theoretical downside protection because they could just.....sell the ships and are currently trading at like .3-.5 NAV. Trade certainly wasn't the home run I was hoping for right off the jump, but I have hope if I just hold on it will pay off. Nat Gas is probably a bad idea, but I don't think Copper is. If one believes in the movement toward green energy copper is going to play a huge role. Whether the random stock I picked will end up panning out - also not sure - but it's a double so far so that's good. Anyways, it's certainly true this is all probably going to blow up, but no risk no reward :). I'm relatively young so worst case probably I have to work another year or two.
  4. I've shifted about $200K to be my "active" portfolio. Most picks going to be boom/bust and the likelyhood is high it blows up in my face. Will be documenting here for those who want to follow along.
  5. I've been thinking about getting in this as a long term hold myself. This guy loves it.
  6. Ehh, the problem at present is that we are still working off the excess inventory from earlier this year (which is what led to such staggering rates in the first place). Really need demand to come back and to see some scrapping occur. At this point I'm trying to figure out similar names I can roll into for awhile to at least get the tax loss benefits. Probably wait until after earnings.
  7. I don't disagree that it's probably a buy here, but I wouldn't go by dividend yield. To get to $1.92 relies on rates that we are not presently seeing. Says the guy sitting on a $10K capital loss in tankers wondering what to do. smh
  8. Only made it to 75 pushups. Also took a video (thus since deleted) showing my hilarious form - let's just say its not what you might see if you google "proper pushup form".
  9. 60 - 48 - 44 - 41 - 37 Completed after a full day of living life so I was fairly beat. Was relatively heartened at being able to finish the first set. I wonder if Amazon Prime has some NO XPLOD that could get here before Wednesday. Couple scoops of that before attempting the 100 would surely work in my favor.
  10. Finished week 6 day 3 of the push up program. Form was....not great toward the end, but finished all the sets. Will probably take tomorrow & Tuesday off and then go for the hundo on Wednesday. I'd say maybe a 10% chance I can do it, but that's a lot higher than when I started this thing. Haven't been doing much cardio outside of 'living life' which is hopefully good enough for awhile - shall see how the weigh-in Wednesdays progress.
  11. I'm hovering around 232-235 right now. Ordered a peloton which will be arriving early November and should help through the winter months. Going to keep eating mostly whatever I want unless I find myself back over 235 - in which case I'll pull it back. Ultimately 225 is the goal, but not feeling like doing what it takes on the diet front to make that happen - perhaps post pandemic.
  12. Week 5 day 3: Set 1 47: Done. One minute into 3 minutes of rest and still breathing somewhat heavily, but feeling most excellent about how I was able to crank them out. Set 2 38: Done. Started feeling it a bit around 30, but didn't adjust pace or anything. Of note, I likely A) go to fast and B) don't go down far enough, sue me. Have a couple old shoulder/collarbone injuries whereby getting nose all the way to the floor doesn't feel great. 1:30 left of rest, lessgo. Set 3 34: Oof. Last 4 were tough. Found myself thinking most about BostonFred and if I was breathing right. Decided y'all be overthinking it. Also chuckled at trying to automate how many I was doing. Counting ain't that hard. Two more sets. Bit nervous - 4th one is usually where I hit a bit of a wall. Set 4 33: Boom. Took slightly over 3 minutes rest in order to find the proper track. "Call Me" by shinedown. Not bad. One more. 30 is the goal. Boss just called - might get more rest here Set 5 29+: Twenty minute phone call so should have some juice left. Hoping for 40. Update: 50.
  13. I might end up losing my money and being sad, but following Twitter for this has been great entertainment.
  14. I'd hope it would be, right? Given the safety profile (would be different, to me, if it didn't have a track record of safety outside of these trials) and this efficacy it seems like a no brainer. Especially considering the alternatives.
  15. Finally pulled the trigger after being on the fence for awhile. Getting bored of rowing and figure if I'm going to invest in something - might as well be my health. Went with the basic model instead of the plus. 0% financing over like 39 months or something so don't think I'll notice the $50 for the bike plus $40 for the app too much. Used discount to get some shoes - now just have to get the mat and should be all set.
  16. First, picked up some HGEN at around $10 so loving that of late. I've seen this a bit on Twitter and I think my only theoretical counter is that those who are going to sign up for an experimental treatment trial might be closer to the "critical" end of the spectrum and thus that 25% might be low in the 'placebo' arm. Though it will have to be pretty drastically increased to reach significance. Nothing to do but wait and see!
  17. Is this news? https://twitter.com/drjay62817871/status/1313204252253151232?s=21
  18. First, have been taking some somewhat unplanned break days of late which always kind of stresses me out and makes me anxious I won’t get back on the horse. That said, hit the rower and ab ripper yesterday and felt really, really good - perhaps there is something to this ‘rest’ idea. Did a super quick 2500m row as a warmup today and then week 5 day 1 of pushups. Note that it appears the random app I downloaded is different than y’alls plan. Today was 30-33-36-30-21+. First three sets I felt quite good. 4th was a big struggle. Down on my knees at 26 and then had to fight for the last 4. Last couple of the final set also quite tough but stayed off my knees. Pretty sure I’m going to spring for the peloton. Kinda bored of the rower and would be nice to be able to switch it up.
  19. 5k row and pushups week 4 day 3 in the books. Weighed in at 232 so up a little. Will have to bear down on the diet to get under 230.
  20. Basically the current fleet of oil tankers is aging and when they get older they require expensive surveys in order to remain active. As an old ship they also command less $ on the market - so the theory is as these ships come due for surveys there will be an uptick in scrapping. In conjunction with this, the order book for new ship builds is basically at an all time low. So, at the highest possible level the dynamic folks are expecting and referring to as the "super cycle" is: oil demand remains/bounces back to pre-Covid + there are less ships available = higher rates for shipping companies. There are quite a few explanations with much more nuance online if you do some searching for the companies, but the above is the gist of it. Euronav I find has the best investor decks that are worth flipping through if interested.
  21. I'm in it for the super cycle so just holding + reinvesting dividends. I add from time to time if I have some dry powder, but am generally just riding it out. Should of gotten in on $ASC, but missed that one. Will see if it comes back toward $3 and might pick some up there.