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  1. jryoung

    Elk hunter is elk hunting, more news at 5.

  2. jryoung

    Elk hunter is elk hunting, more news at 5.

    That's huge Look at that mass Ground shrinkage It'll eat well
  3. jryoung

    NAPF Crowdfunding Montana Pronghorn Research

    0, time to start a new one.
  4. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    That's a good chart. We have so much data now....and noise. You're spot on with earnings outside of tech being necessary. Do you think we have better analytics now with respect to risks related to hidden debt and or leverage than we had in the past? Or with what happened to Situational...
  5. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    I won't argue margin debt, leverage is a real risk just ask Leopold Aschenbrenner. But, for SBC this is accounted for in NON-GAAP v. GAAP accounting, and SBC increases cash flow for tax purposes. I always get a laugh when folk cry "these companies didn't pay any income taxes" when SBC is one...
  6. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Except two different tales of tech earnings. Cisco traded at 100x forward P/E, the NASDAQ 100 was ~60x. Megas and the 100 are in the 24-26x range currently.
  7. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    The stock market right now is like making out on your girlfriend’s couch on a Friday night—the vibes are incredible, the line charts are going up. But you know that at any moment her Mom (Interest Rates/bonds) could come home early from a mahjong party with the girls or Dad (Inflation/gas...
  8. jryoung

    2026 Garden

    It just keeps coming.
  9. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Right, so the big club with insider information is what _______ism? Sure we can all invest, we just don't have the same playing field.
  10. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Some trap clubs are free, or open to the public. Then there's a private one near me. $125k family membership, $350k Corporate Membership both with annual dues. Which one do you think has better connections to power brokers?
  11. jryoung

    What are you guys paying for gas?

    But oddly the most expensive station in town is still at $8.15 as they were Thursday......but making the difference up on unleaded.
  12. jryoung

    What are you guys paying for gas?

    Thursday 9/10, Monday 9/14
  13. jryoung

    9/11 Lest we forget

    Todd Beamer and Mark Bingham who helped storm the cockpit of flight 93 and crash it in Pennsylvania were alumni of Los Gatos High where my son goes to school. Last night at the game to commemorate the anniversary they got an F-15 fly over.
  14. jryoung

    What are you guys paying for gas?

    Just passed this station, $.20 bump today, $7.99/8.09 cash/credit, I feel like I won something. Baited my father in law last night who love to talk about gas prices, garage size and car licensing fees. "So I needed diesel and Chevron, Rotten Robbie and the 76 in town were all over...
  15. jryoung

    What are you guys paying for gas?

    Bro, if I didn't post pictures in this thread, I wouldn't know what I paid for gas last week. 🤣 I'm pretty sure it was $2.50+/- in April of 2020. It was a magical time. I could make the same trip I'm going to this weekend in under 3 hours where it'll be close to 4 tomorrow.
  16. jryoung

    What are you guys paying for gas?

    The last station in town to offer sub $8 diesel. Everyone else popped to $8.09-8.19 today.......good thing I get to pull the trailer 320 miles this weekend up with a 7,500ft climb.
  17. jryoung

    2026 Garden

    Trying to find an appetite to eat everything. Time to dig into the canning books for some new ideas.
  18. jryoung

    The Great HT 2026 weigh in.

    Been pretty steady since mid-April. Still need to incorporate more exercise to put a few more pounds of muscle back on that were lost, but overall content with my progress.
  19. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Trying to compare lobbying efforts for incentives or policy frameworks and the decisions over the current administrations direct equity stakes in various companies is some impressive gymnastics. One is simply the game and how it's played, lobbying efforts have been used to shape policy...
  20. jryoung

    What's on the smoker today?

    I had a pig leg, my buddy has a Rec-Tec.
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