People have been saying growth stocks were in a bubble for months. Since Feb 2021 dozens of those high fliers are now down 30-90% off their highs.
COST, WM, DPZ, CMG, and AAPL come to mind as stocks trading at valuations that worry me the problem is unlike stuff like PLTR, DKNG, weed stocks, and most of what Cathy Wood invests in. Saying COST or AAPL is overvalued can get you down voted. It is more acceptable to attack growth stocks that are down 50% or more.
Hi Guys & Gals
Iβm Scott from CA on 95 mgs for 3 years. I get 2 weeks (13 days) take-homes. For the past year or so Iβve only been taking about 85mgs and siphoning off the remaining 10mgs for safety supply. Iβm hugely concerned about The Big One hitting one day and removing my access to clinic/larger societal breakdown. My problem is this- how long is the shelf life once the nurse dispenses+dilutes w water? It says 1 month on bottle. But Iβm already at 40 extra bottles, so taking the oldest, and they get older every pickup, is far past 1month. I cannot put them in fridge because my gf doesnβt know about it. (Also I recognize this is addictive behavior/not ideal/ but I was the type to burglarize pharmacies, so this is a relative improvement. ) Iβm interested in saving as much as possible, for as long as possible. Will post pic in following post. Thank you r/Methadone community π
Whatβs up you Kochs, just letting everybody know the KES MP5k stock/brace is back. I had been waiting forever, and Iβm sure Iβm not the only one, so get at that shit.
Yee Yee
I'm kicking myself after working on a batch of beef soup stock for 2 days. After simmering all the goodies for many hours, I wanted a clear broth so I strained out the remaining solids. Then covered the stock pot and moved it to 250 oven to continue a bare simmer for a while (concentrating flavors a little). After dinner I turned off the oven to cool before putting the stock away, and, you guessed it, forgot it there overnight.
So it was at a simmer for hours, and remained covered overnight in the oven. Thoughts on safety?
Hello everyone and a happy new year!
I'm using DKB to simply purchase shares of a single ETF every month.
My understanding is that even if DKB went bankrupt, the ETF shares wouldn't be affected anyhow. Via some process (which I have no idea what it would look like), I'd get access to my shares at another broker, perhaps.
Is that correct?
Is there any reason to get an additional (second) broker account with another provider? If so, what reason and at which point (e.g. for bank deposits 100K EUR would be a good point to get another bank account and split the savings due to the depositor protection up to 100K).
I was offered a good deal on a Safety Harbor KES brace for my MP5K.
I'm not running anything right now but I want to grab both a brace and stock so I can travel in NFA and non-NFA configurations. The KES platform seems pretty solid for that.
My question is this: does Safety Harbor offer just the buttstock piece and can that be interchanged with the brace?
The setup I was offered already has a tailhook brace, but I can't find concrete info if it's swappable or not. I've emailed SH a few times but no return contact. Any ideas if it's possible and what SH charges?
And if not - are there any recommend minimalist stock options that secure on a tailhook mount? Thanks!
Demand variability isnβt an issue but supply lead time is. Could actual vs expected supply lead times be used in place of actual demand vs forecast in the RMSE formula to generate a safety stock need??
Hi guys as you know I am all in disck. I will remain so until it reaches intrinsic value. As of now I think the stock is worth 76 bucks so itβs at 38% of intrinsic value. However, I just wanted to point out a few other stocks that are going near my 50% margin of safety price. I hope they get to 38% so I can have a equal weight portfolio of them for all, but until then all in on Disck.
I calculate intrinsic value the phill town way.
Fcf*10 year growth rate^10 * appropriate price multiple divided by 4(because thatβs the value discounting 15% for a decade gets you)
HII, DBX, VEEV, and ZM.
I will start with HII and post the others tomorrow.
HII
Business model: sole contractor for Americas aircraft carriers with a 50 billion dollar backlog making future cashflow rock solid to anchor a intrinsic value.
Moat: sole contractor of this product with to many licensing permits for a competitor to come in and even if they did they have the longest standing relationship with the US govt
Management: achieved second highest returns on capital in the industry
Valuation: (18.51.15^10)(20)/(4) = 374
If any of you are like me... I've been stalking their website for 6+ months trying to get one of these, but they always sell out before I can grab one. Finally in stock as of today:
https://safetyharborfirearms.com/product/kes-mp5k-pattern/?attribute_pa_rear-end=tailhook-adapter
I have a mod1 tailhook, but unfortunately cannot get ahold of a KES brace for a full size MP5. Anyone know of often Safety Harbor restocks them?
Iβm trying to develop a saved search with an email notification for our procurement team and Iβm having trouble. They talked to a NetSuite support team and said this wasnβt possible.
We want to create a saved search that shows any items where the available inventory in our main location is less than a custom field we created called βsafety stock levelβ. This will trigger a notification for our procurement team to reorder the product.
A big management consulting company did a supply chain transformation project recently at our company. The way safety stock is calculated is a bit different from the academic literature (https://courses.edx.org/asset-v1:MITx+CTL.SC1x_1+2T2015+type@asset+block/w9l2_CompleteLesson_ANNOTATED.pdf.
In the academic sources, the re-order point is :
https://preview.redd.it/do42ntmi76y71.png?width=618&format=png&auto=webp&s=4accb148db26e3127fa30808328a908b6163aa20
where D is the demand for the replenishment period + transit lead, k is the cycle service level and Ο_{DL+R} is the variability of demand over lead time.
The variability of demand over lead time is calculated as :
https://preview.redd.it/vniujr6c76y71.png?width=286&format=png&auto=webp&s=5eafe60e858a0bb171f764feb9301d43b375a587
Plugging in demand as the monthly forecast and the replenishment lead times in number of months, we get the re-order point in a number of units.
In the new model implemented at work, safety stock is calculated in number of days. The formula is as follows
https://preview.redd.it/7m9b44fm76y71.png?width=622&format=png&auto=webp&s=c22dd53890016982c6fcf793169a596de2add52f
where Z is the cycle service level, ΟD is the forecast error (WMAPE over the last 12 months), ΟS is the supplier performance (WMAPE over the last 12 months) and LT is the transit time as measured in number of days.
I get that the new inventory model is essentially the (R,s) model. I am having difficult time in translating the reorder point from the academic model to the "modified" model. Please help.
(Apologies for putting the equations as images)
