u/Puzzleheaded_Bat3349

Hi everyone,

I am trying to decide between buying a Michelin Primacy 5 and a Continental Premium Contact 7.

I understand the Primacy 5 is very well rated in terms of comfort, noise and longevity (while maintaining good wet performance), whereas the PC7 leads in grip and handling (but at the cost of faster wear and higher noise).

Is there any tyre which consistently ranks between the 2 in those attributes? I would like something with more grip than the Michelin, but not as noisy as the Continental.

Thank you!

Hi all,

I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon).

I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions.

Which do you think are most attractive and why?

Thank you!

Hi all,

I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon).

I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions.

Which do you think are most attractive and why?

Thank you!

Hi everyone,

I was thinking of getting Premium Contact 7s given all the positive reviews but it seems like some people complain about noise.

Since I do lots of motorway and my car is not particularly well insulated, can anyone comment on their noise (and fuel efficiency) experience with PC7 vs other touring tires?

Thank you.

Bom dia,

Não sei se este é um post que se enquadre neste fórum, mas considerei que sim.

Em tempo de discussão de reduções do IVA da restauração dos 13% atuais, eu não percebo é como não se questiona qual o sentido de a restauração e, sobretudo, a hotelaria (que tem um IVA de apenas 6%) terem IVAs reduzidos.

Isto podia fazer sentido na altura da recuperação da crise em que havia desemprego e fomentar setores intensivos em mão de obra como estes fazia sentido, mas não faz sentido não dias de hoje em que temos pleno emprego e excesso de turismo.

Acresce que é uma medida regressiva que beneficia os mais ricos e os turistas, e que grosso modo custa 2 mil milhões por ano. 2 mil milhões por ano dava para reduzir muitos outros impostos com mais impacto na vida das pessoas e na competitividade da economia.

Claro que há muita gente dependente destes setores, e por isso é que ninguém toca nisto.

Mas é uma medida que (já) não faz sentido nenhum. Era dinheiro muito melhor empregue noutras iniciativas.

Deixo apenas o desabafo.

Hi everyone,

So we have been hearing about Nasdaq changing rules so that Spacex can be included in the Nasdaq 100 earlier (and with a larger weighing), which is not good for index investors trying to avoid exposure to it.

Does anybody know if MSCI (IWDA), Vanguard (VWCE) and Amundi/ Solactive (WEBN) are doing the same thing or maintaining their rules? Just asking for the most common indexes used here.

I personally have most in IWDA and now investing into WEBN and would like to understand that. I would prefer if they stay away from Spacex in the beginning.

This rule changing and the high target retail allocation reeks of trying to offload an overvalued stock to retail and passive investors.

Thank you!

Hi everyone,

I was looking for the blue dial 36mm version of the expedition north (or expedition post) solar, but Timex says they only sell the 41mm in blue. The 36mm is only available in black dial.

However, I have seen pictures and posts about the 36mm blue dial version. What gives? Was it discontinued?

Any way to get it?

Thank you!

Hi everyone,

I have been looking to buy an Oceanus - either the S100 or the T200. I noticed they come in different colours, with lighter and darker bracelet versions.

I prefer lower profile watches (and usually try to avoid very flashy silver), so my questions are:

1. Is the silver S100 too flashy? I read somewhere that since it is titanium it actually looks like a darker silver. Is that true? Is it less flashy than the silver T200?

2. Which is the least flashy version of these watches? I also liked the dark bracelet versions because of that.

I can’t really try them on as I would need to order online, hence me asking for feedback.

Thank you!

Hi everyone,

From reviews it seems like the Primacy 5 is probably the best choice for my next tyres as I value comfort (particularly noise) quite a lot, and they are also efficient and long lasting.

However, I do not want to compromise much on wet grip (mostly braking and aquaplaning; cornering not as relevant) and I noticed Primacy 5 reviews are more mixed in this regard.

Does anyone have experience with the Primacy 5 that can comment on the wet performance and safety? Is it too compromised to favour efficiency and longevity?

Thank you!

Hi everyone,

I am a follower from Europe, and I know you will probably be rolling your eyes over this post, but I cannot help but wonder:

The US is currently 60% of the global stock index. This has been justified by earnings, but is is also true that earnings are much higher than historical averages (hence the very high CAPE ratios) also due to AI investment and large deficits, which have questionable sustainability in my view.

At the same time, and for an international investor, the fact that the USD is 10-20% overvalued by most estimates is also relevant.

Is anyone (particularly international investors) tilting away from the global US weight, to reduce exposure to US specific risks and improve diversification?

The core of my portfolio is the global index at market weights, but I have been considering starting to tilt away from the US.

Thank you!

Hi all,

I am currently running Hankooks Ventus S1 Evo 3 (only tyre I could get in an emergency at the time) and I am looking to replace. I value comfort (noise mostly) and grip over other criteria, since I do not drive sporty (but do drive long motorway distances).

Is the new Ventus Evo a comfortable tyre? I was looking at the Primacy 5 (which people say is a very comfortable tyre, including from a noise perspective) but since I liked these Hankooks I was wondering whether the new Ventus Evo would be a good replacement / compromise in terms of grip vs comfort. It is also cheaper then the Michelins and apparently last +30% longer than the ones I currently have (even if maybe not as long as the Michelins).

Any experiences?

Thank you!

Hi everyone,

I have most of my stocks in the MSCI World, but lately I have been wondering if I should tilt away from it, into Europe and/or World ex-USA:
- US is 70% of the MSCI World, which makes it less diversified
- US CAPE ratio (by most accounts the best valuation ratio in terms of medium-long term returns predictive power) is 50-100% above the historical average, depending on the average considered. This is not only because current P/Es are higher, but also because the “Es” (profits) as a % of GDP are much higher than historical average, owing to AI Capex and large deficits. RoW and Europe are +/- at the average.
- Estimates point to the USD being 10-20% overvalued, which should be another drag on EUR returns when (and if) it adjusts. If US debt continues increasing at this rate, not sure if it will take long…
- Any other arguments?

Taking everything into consideration: is anyone diversifying away from the US by tilting towards Europe/ World ex-US? How are you going about it?

Thanks!

Hi everyone,

Big 4 manager working in transactions/strategy, soon to be Senior Manager.

My question is simple: relative to being a Manager, does being a Senior Manager carry more market value than being a Manager?

I am unsure whether I want to make Partner and have considered leaving in the past but stayed since I like being a Manager (besides liking the job, team and firm). However, I have read people say staying until SM may actually make leaving harder. Is that true? Could staying for SM actually reduce market value and exit opportunities vs Manager?

Thank you!