According to Spotrac, we have 15 contracts plus 3 two-ways. We don't have any room. If we get Watson, players will go out in a trade. I don't see any room for Mathurin.
I went to a build your own yogurt shop in North Park. When I gave my credit card to pay, they showed me the tip screen with 20% as the default.
Wait, I though tipping was for good service and I was the service provider?
It seems like a great value of $150 to audit a bunch of classes each quarter. The target is adults 50+.
Your credit card company will give you a much better exchange rate than the business will offer.
Both restricted free agents. Is it an either/or situation if the only way to get Watson is through sign and trade?
Burries at MIL really had a breakout Summer League. Peterson had a huge dropoff after the LAC game, primarily because his shooting percentage was so low.
Wagler had 2 good games, 1 decent game and 1 stinker. He played a lot better when Pedulla took over the PG role. I predict he will begin the season as 3rd string SG and end with a couple of starts.
The Drama was the pic of several panelists for best picture so far this year. The Odyssey and Spiderman are opening later this month. Dune 3 is opening at the end of the year. Finally, the last season of Euphoria just aired.
This is an epic run. Is she on the level of Julia Roberts? Or has she created her own level?
Who ya got?
I'm looking for inspiration for karaoke. Prefer newer acts rather than the old standbys like Vicente Fernandez or Los Tucanes de Tijuana.
Jerome Robinson scored 13.7 PPG. Wagler is at 15 after 2 games.
https://basketball.realgm.com/nba/summer/1/NBA-Summer-League/39/stats/Los-Angeles-Clippers/12
I saw it in the theater during the pandemic and thought it didn't get enough attention. With The Odyssey opening next weekend, I thought I would revisit it.
Unfortunately, the plot is still very confusing. I know Nolan is famous for doing mindfucks, but I couldn't get on board with a material that allows one to go backwards in time. The tried and true convention for time machines is you go back in time to join the past to go forward. No one expects to perceive the past as unfurling backwards.
Also, I didn't buy John David Washington as the Protagonist. He screams too much as a nepotism hire (Denzel's son). Has he done anything since Tenet?
I haven't loved a Nolan film since Interstellar in 2014. My expectations are muted for The Odyssey.
Guadalajara, Roma, La Mas Barata, Similares, other?
Micron reported earnings last Wednesday and many people want to know if there is still juice left to squeeze in the stock.
My framework for evaluating stocks is to compare the sum of the projected revenue growth and trailing operating margin to the ratio of enterprise value divided by projected operating income. This is summarized in a number that I call Value Score. The median Value Score for all publicly traded companies is about 1.0. If the Value Score is above 2.0, then I consider the stock a buy candidate.
The average FY 2027 revenue forecast from 40 analysts, as tracked by Yahoo Finance, is $234.56 billion, or 81% growth from FY 2026. I assumed the gross margin for FY 2027 drops to 60% and overhead is about 10% of revenue. With these assumptions, Micron’s Value Score is 13.7!
A lot of people prefer to look at free cash flow over operating income. On that basis, Micron’s Adjusted Value Score is 11.9.
The risk of MU is that the current frenzy for memory is temporary until supply eventually catches up with demand. I also track the company’s inventory levels, as measured by day’s sales outstanding. It has stood around 120 days for four quarters in a row. Meanwhile, gross margin exploded from the high 30s to 85% last quarter.
In summary, I believe MU is a Strong Buy for at least the next twelve months. Even if gross margin were to collapse back to 40%, the Value Score would still be 8.2, which is still far above my 2.0 threshold.
Original work: Inception, Interstellar, Tenet
Adapted work: The Prestige, Dunkirk, Oppenheimer, The Odyssey
Superhero: Batman Begins, The Dark Knight, The Dark Knight Rises
Early work: Following, Memento, Insomnia
Pat was hilarious! I put him up there with Ari. There might be a shelf life to closing because everyone seems to burn out after a while. William and Dedrick are past their prime.
This is what I have one day before the draft:
PG - Garland, #5 draft pick
SG - Beal
SF - DJJ, Matharin
PF - Leonard
C - Niederhauser, Jackson
Out - Dunn, Collins, Lopez, Christie, Sanders, Miller, Bogdanovic, Batum.
The outs are expired and team option contracts. Any of them could be brought back.
How do we build from here?