Gyroscopic Investing

Smith1776 wrote: ↑Tue Jul 30, 2024 12:45 pm

dualstow wrote: ↑Tue Jul 30, 2024 6:27 am

Smith1776 wrote: ↑Mon Jul 22, 2024 9:09 am Chinese food isn't agreeing with the missus' stomach, so she's sticking with simple things like scrambled eggs …

Did she get into tea at all?

She LOVES tea. Actually, we went to this museum in HK.

https://www.discoverhongkong.com/anz/in ... -ware.html

It's super cool, and they have these displays showing the intricacies and history of tea making.

We left with a package of this stuff: https://en.wikipedia.org/wiki/Pu%27er_tea

Really cool!

Oh, that’s the kind of tea that makes you go to the bathroom. Good stuff!
I’ll have to visit the museum one day.

dualstow wrote: ↑Tue Jul 30, 2024 12:53 pm Oh, that’s the kind of tea that makes you go to the bathroom. Good stuff!
I’ll have to visit the museum one day.

Going to Hong Kong and all of these destinations is really a bucket list type of thing, but honestly, neither me or the missus intends on going back if we don't have to (dad's estate stuff).

It's a great city to visit. However, everything is expensive, it's crowded, there are cockroaches, it's oppressively hot and humid.

The random mangoes we got at the supermarket were the best we've ever had in our lives though. And of course egg tarts. lol!

I try not to think about those roaches I battled them in Taiwan on a daily basis.

dualstow wrote: ↑Wed Jul 31, 2024 2:18 pm I try not to think about those roaches I battled them in Taiwan on a daily basis.

I have never ever lived anywhere where there were any.

However, I was the Treasurer of a natural foods coop that had plenty of them. If you went into the store after it had closed they basically covered the floor.

Store management bought a gecko something to live there that supposedly ate them. But they assassinated the gecko!

Poor gecko Didn’t know they could do that. And remind me not to get food from that coop, ever.
The ones in Asian cities are quite large. I had never seen anything like them when I first arrived.

yankees60 wrote: ↑Wed Jul 31, 2024 2:55 pm

dualstow wrote: ↑Wed Jul 31, 2024 2:18 pm I try not to think about those roaches I battled them in Taiwan on a daily basis.

I have never ever lived anywhere where there were any.

However, I was the Treasurer of a natural foods coop that had plenty of them. If you went into the store after it had closed they basically covered the floor.

Store management bought a gecko something to live there that supposedly ate them. But they assassinated the gecko!

We lived in the Houston, TX area quite a few years ago. I remember "water bugs" that were somewhat like roaches except they were about 2 inches long. Creepy!

Those are the ones, M. People call them “waterbugs” so as not to freak anyone out, but I believe they are roaches.

What the hell is going on in Britain this weekend?

dualstow wrote: ↑Sun Aug 04, 2024 10:57 am What the hell is going on in Britain this weekend?

I just ate delicious French toast and they're mad they didn't get any.

Seriously though, I'm reading up on it. The first thing I thought of was Ray Dalio's writings about social unrest and the development of animosity between "them" and "us".

dualstow wrote: ↑Sun Aug 04, 2024 10:57 am What the hell is going on in Britain this weekend?

There are at least 2 regular contributors here who live there?

Ok, the UK unrest aside, I happened to jot down the recipe for french toast this morning.
Really just needed the measurements/proportions.

I made some paejon the other night. Ever eat those, Smithers?

Edit: for Vinny60— https://www.hvacsite.com/threads/a-litt ... #post-6221

dualstow wrote: ↑Sun Aug 04, 2024 1:31 pm I made some paejon the other night. Ever eat those, Smithers?

That's one of my favorite dishes! There's a place down the street from our house that specializes in making those things. I find that they pair really well with Lao Gan Ma hot sauce. Mmmmm.

I noticed that the selloff in Japanese stocks has been particularly pronounced lately. Supposedly it's an unwinding of the famous carry trade?

Smith1776 wrote: ↑Mon Aug 05, 2024 10:03 am { re: pajeon}
I find that they pair really well with Lao Gan Ma hot sauce. Mmmmm.

I noticed that the selloff in Japanese stocks has been particularly pronounced lately. Supposedly it's an unwinding of the famous carry trade?

My wife is crazy for that sauce, but I call it Da Gang Ya, which is the Chinese name for Jaws- not the shark but the metal-toothed guy played by Richard Kiel in 007 movies. Da Gang Ya = big steel teeth. (ok, on the off chance that she visits this site, she’ll know it’s me).

I own the Franklin Japanese etf. Booooo

dualstow wrote: ↑Mon Aug 05, 2024 11:19 am

Smith1776 wrote: ↑Mon Aug 05, 2024 10:03 am { re: pajeon}
I find that they pair really well with Lao Gan Ma hot sauce. Mmmmm.

I noticed that the selloff in Japanese stocks has been particularly pronounced lately. Supposedly it's an unwinding of the famous carry trade?

My wife is crazy for that sauce, but I call it Da Gang Ya, which is the Chinese name for Jaws- not the shark but the metal-toothed guy played by Richard Kiel in 007 movies. Da Gang Ya = big steel teeth. (ok, on the off chance that she visits this site, she’ll know it’s me).

I own the Franklin Japanese etf. Booooo

Jaws_(James_Bond).jpg

Dual, I feel you are trying to steal the show, or maybe just seal the deal with a show of steel.

Had to look up that sauce: https://thewoksoflife.com/lao-gan-ma-chili-sauce/
Looks like there are several varieties. Which do you and Smithers prefer?

I can’t eat it Wife loves it. I guess I’ve eaten it when she mixes it with cucumber pieces, but it’s hot.
I’ll ask her what kind.

Mountaineer wrote: ↑Tue Aug 06, 2024 10:25 am Had to look up that sauce: https://thewoksoflife.com/lao-gan-ma-chili-sauce/
Looks like there are several varieties. Which do you and Smithers prefer?

First one. I guess they’re all full of chili sauce.

Wife said this woman on the label has an interesting story. Abused by her husband, ran away. Sold noodles for a while. Invented a sauce to go with it (and also when she ran out of noodles or something?) People started asking for just the sauce. Eventually, she set up factories.

Smith1776 wrote: ↑Sun Jul 28, 2024 8:04 am Why are miniguns called miniguns when they are far from being mini?

A minicomputer "usually took up one or a few 19-inch rack cabinets".

https://en.m.wikipedia.org/wiki/Minicomputer

Another great Buffett interview from back in the day that's on the more difficult side to find now.

Smith1776 wrote: ↑Mon Sep 02, 2024 8:46 pm Another great Buffett interview from back in the day that's on the more difficult side to find now.

Thanks Smithy, that was interesting.
On the theme of old interviews, here are the typewritten notes from a Ben Graham lecture back in 1963

https://jasonzweig.com/wp-content/uploa ... F-1963.pdf

Smith1776 wrote: ↑Mon Sep 02, 2024 8:46 pm Another great Buffett interview from back in the day that's on the more difficult side to find now.

Code: Select all

https://youtu.be/UMVlOS8KODk

Cool. I have an old book by that Adam Smith. Haven’t read it yet.

Looks like Intel is sinking again today, Smithers.
I was going to put this in the VP subsection but…one share.

dualstow wrote: ↑Tue Sep 03, 2024 8:37 am Looks like Intel is sinking again today, Smithers.
I was going to put this in the VP subsection but…one share.

That’s not the lion & tiger guy, is it?

dualstow wrote: ↑Tue Sep 03, 2024 12:40 pm That’s not the lion & tiger guy, is it?

Sure is