u/didyouseetheecho

Portfolio from biggest to smallest:

MSFT
AMZN
CALM
BMI
GEV
TXN
BTI
ISRG
CGNX
GOOG
DG
NDSN
NFLX
IBM
NHI
CRM
POST
AME
OTGLY
EMR
PLTR
SWKS

I usually aim for undervalued high quality companies with a technical moat. I have a few odd theory’s on some. (DG being a major benefit from self driving trucks, smart factories)

Anything you wouldn’t keep in your portfolio? Aiming to beat the sp500 with less risk if a bubble pops.

Both used to sell basically one product to one company.

CALM- eggs to Walmart

SWKS- chips to Apple

Both have diversified where now 50% of CALMs revenue comes from prepaid food/quick cook restaurant eggs. And 40% of SWKS to auto/data center/wifi. Both are big post boom due to various cycles.

How do you price companies in transition? Mature businesses with high growth sectors.

My father retired and runs a small handyman business. There’s a lot of old people in the little subdivision by that lake he lives at and he just does odd jobs. He currently uses a grand caravan with a wheelchair lift but he’s selling it to his friends that have a disabled daughter so he needs a new whip.

He’s currently looking at a 2010 Chevrolet express 3500 shuttle bus and 2011 Chevrolet 3500 HD ambulance.

Both have 60kish miles. The bus was owned by a local church and the ambulance is listed by a volunteer fire department. Both have the 6.0 gas engine. He looked for the idle time on the ambulance but couldn’t find it on their system.

Is the truck better than the van better for any reason?

Thanks.

I work 2 jobs in an unrelated field making good money. I currently make $234,400 w2 week on week off work schedule. On my off weeks I make 97k 1099.

I’m completely over my field, and I’m looking to convert my 1099 business to stump grinding and keep my w2.

I rented a machine (Vermeer SC 292) and was able to do 40ish stumps last week just to get familiar with a machine and the process. Most were grind and go’s off Facebook marketplace, some were work colleagues, two for my dad I did for free. After my gas and equipment rental I made $29 an hour which is fine. I made a lot more on the cleanup and backfill jobs.

I’m hoping to get to $40-50/hr with an optimized system, and aim for 25 hours a week on my off weeks. I own 2 houses in two different states (Ohio/Tennessee) and I’d like to go between them.

I’ve already purchased the following equipment:
7k trailer with side and back ramps
Billy goat lawn vacuum
Log splitter
3 chainsaws of various sizes
Power wheelbarrow
Compact tractor with loader/backhoe
Rakes and shovels

I’m looking at a low hour Bandit 2250 but I haven’t pulled the trigger yet. It’s 17k.

The plan is to basically keep a pile of dirt at my house, load up the power barrel before I leave with the loader. Grind, rake, backfill, load the much in the power barrel, vacuum the lawn and seed grass.

Much disposal will go into the compost pile for my dad’s fields.

Ideally I’d like to be able to offer estimates off txt, as it seems that’s what the customer wants. This seems to be an unpopular opinion but it saved a lot of time on my end even if I underbid a job or two.

Marketing is a beast I have yet to write out a plan for. Facebook is unlikely to provide the steady work I need. I would appreciate any advice here.

All advice is welcome.
Thanks

I want to know how to handle this.

My spouse works all the time. He makes awesome money and are completely miserable in their job.

He is working 65-70 hours a week already. Makes ~320k. Is literally a zombie. All he does is sleep at home. Hasn’t taken a vacation in at least 5 years. Is on call 24/7.

He consistently takes our kids to work and they play in his office or call room. When he has to travel, which is twice a month, he’ll take our 11 year old and leave him in a hotel room all day by himself. It’s the only time he ever sees his kids.

He came home last week and informed me he took a promotion. He’s now going to have to spend a week in Atlanta and a week in Michigan every year.

He wanted me to be happy for him and I blew up. He made reservations at a restaurant to celebrate and I wouldn’t even go.

I want to move to be closer to my family, and it always seems “3 years away”. Everyone always seems to take his side. My family, his family.

We work in the same field and no one seems to understand that no one wants his job. It sucks. He thinks it’s gonna end with him collecting checks doing nothing and it’s not. They’re going to burn him out and force him out as soon as he’s inconvenient.

I want to give him an ultimatum but I honestly don’t want to leave. The marriage is fine. I want more of it not less.

His health sucks. He’s getting fatter. Has a cpap now. On cholesterol meds. Gets winded during sex, when he’s at home long enough to have it.

His dad and bother are/were the same way and his family thinks it’s normal.

Are kids miss so much school traveling with him they’re in truancy every year. The school basically doesn’t care if their scores are high enough.

TLDR: sick of never having my husband home and no one seems to understand or help me handle it.