HBMartian’s Activity

Wed Jun 12

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 10:29 AM

Re: The long way to a small angry planet

p.s.

on the other hand, hawkwin liked the book
and the fact that i didn't doesn't mean you won't like it

we all have books we like that others don't....apologize if I sounded unusually harsh in the last note, [more]

NL

Boards Post

HBMartian replied to the Saul's Investing Discussions board. 9:01 AM

Re: How to get out before a stock price crashes

They don't have any subscription sales, or recurring revenue, so no guaranteed revenue next year.

Saul, minor distinction but a semi conductor company like TXN does have a large base of recurring revenue cause much of the product [more]

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 8:17 AM

Re: The long way to a small angry planet

It is noticeable, but it is part of the story. It isn't preachy and it doesn't try to convert the reader.

fwiw, I got a library copy and agree with this completely...that said, the book is written in a style that I found [more]

Tue Jun 4

NL

Boards Post

HBMartian replied to the Deranged Monkey Criticism board. 10:28 AM

Re: Retail FKA

posted in barron's - just emphasizes the point -from a credit analyst

Because of what I said about [the BBB ratings] being for the most part self-inflicted, investment-grade companies could just pull back on share buybacks, or on the [more]

Mon Jun 3

NL

Boards Post

HBMartian replied to the Deranged Monkey Criticism board. 3:11 PM

Re: Retail FKA

food traffic....mmm.....I guess that's the low priced hot dog at Costco (foot traffic)

sorry, every where else I post I hit submit and then edit cause it is just easier to edit that way for me, so....sorry for typos

NL

Boards Post

HBMartian replied to the Deranged Monkey Criticism board. 1:25 PM

Re: Retail FKA

it just seems a combination of things:

*25% tariffs hitting this area particularly hard
*Mexico tariffs add to uncertainty
*as urbn noted in their call, after years of downturns in traffic in the store space 2018 was an upswing but [more]

Sat May 18

Stock Advisor Boards Post

HBMartian replied to the Stock Advisor boards. 11:06 AM

Fri May 10

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 12:11 PM

Re: The long way to a small angry planet

p.s. also on Prime

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 12:09 PM

Re: The long way to a small angry planet

couple sentences

this did not make me want to read it: "SF for the Tumblr generation"

course, you liked it, so I'll check it from the library...

---

Before Discovery, I could recognize a distinctive [more]

Thu May 9

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 9:28 PM

Re: Poll: Just curious - unread books

I hope printed books don't disappear but I don't see how that tide can be stemmed.

all they have to do is continue putting typos in them - I won't use a kindle for this reason. Maybe this is fixed, but the first time I [more]

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 9:25 PM

Re: Poll: Just curious - unread books

Kahneman's "Thinking Fast and Slow" = I'm finding it a tough read.

agree, It is a famous book as you note and many smart people like to recommend it but like you I thought it was a tough read and never finished it [more]

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 6:17 PM

Re: The long way to a small angry planet

check that - the link you provided makes it obvious that PC is actually the dominant theme...glad you liked it

NL

Boards Post

HBMartian polled the Science Fiction & Fantasy Books board. 6:16 PM

Poll: Just curious - unread books

this is probably that Marie Kondo stuff, but I have too many unread books and I'm getting old enough to figure that buying stuff for myself is not acceptable anymore...so, in the interests of seeing what you do, what number of books (NOT [more]

NL

Boards Post

HBMartian replied to the Science Fiction & Fantasy Books board. 6:12 PM

Re: The long way to a small angry planet

I read somewhere -multiple places - that it was overtly choked with PC, to the point where it became noticeable. Did you agree with this? It seemed interesting, but honestly I have to admit that when i see that a book won an award these days it makes [more]

Tue Apr 30

NL

Boards Post

HBMartian replied to the Last RoundUp board. 2:02 PM

Re: what would you do? DG

I think that if you're going to buy it you need to explain why that DSI number isn't a symptom of underlying issues in the business model.

i think it is expensive relative to outlier earnings but am not as worried about the [more]

Mon Apr 29

NL

Boards Post

HBMartian replied to the Last RoundUp board. 2:02 PM

Re: Bought VRSN $66.56

well, got this one completely wrong

yeah, I don't get the valuation VRSN
i mean, it is obvious the attraction
the free cash flow
the consistency and the growth - even if modest -
capital allocation, etc.

but
[more]

Fri Apr 26

NL

Boards Post

HBMartian replied to the Last RoundUp board. 7:54 PM

Re: what would you do? DG

yeah, getting to be a crowded name these days...my only concern recently is they've turned the capex spigot to full blast - liked it better when they didn't...

NL

Boards Post

HBMartian replied to the Last RoundUp board. 4:07 PM

Re: what would you do? DG

thx - bot a dink in dol-t
much to my surprise, it fluctuates too

NL

Boards Post

HBMartian replied to the Last RoundUp board. 3:55 PM

Re: what would you do? DG

thx for thoughts
not sure I would concur that dg would far better in recession - recession would cripple their core customer, and I don't think you'd get a bunch of pull-down from the next income level - dg more a cc store IMO, but [more]

NL

Boards Post

HBMartian posted to the Science Fiction & Fantasy Books board. 1:54 PM

mistborn #2 - well of ascension

speaking of Sanderson

maybe this is pretty redundant but after reading a really good short story or two from Sanderson I was ready to tackle Mistborn 2

It was....enjoyable, easy to read, left me ready for book 3, but...something [more]

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