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By definition the same people propping up the stock price even with a forward PE of ~200. Lots of wishful thinking.

Exactly. Food noise is a terrible nuisance. “Go eat.” “Umm, I don’t feel hungry.” “Doesn’t matter, eat anyway.”

Having that on a repeat loop is no fun. Getting rid of it is worth all of the mild side effects and cost.


100% agreed. It would be nice if I lost some weight, but just not having the food noise is worth it.

Actually there is a very real effect on which foods you find appealing and which ones are kind of gross. It’s a thing the food companies have been studying, and their own studies show that people on GLP1s tend to skip the junk food aisle and head towards the produce section instead.

Oddly enough semaglutide is making me crave sugar more. It might be the frequent sensation of having low blood sugar. Idk.

It does make me choose more dense meals though since I know I can't eat that much due to delayed gastric emptying. But I have to budget some room for prunes to counteract the constipation. It definitely makes you think about what you eat.


Tirzepatide somehow gave me a craving for apples. I used to occasionally eat them, now I eat them every day.

> You still need to include the cents in a tax bill that runs into the millions of dollars

Not in all cases. The IRS does not use cents when you file your tax return, they say round to the nearest dollar.


It used to be that they gave you the choice. You could round or you could use pennies but you had to be consistent throughout the return, because even the IRS doesn’t care if you manage to scrape out 49 cents.

Has that changed and it has to be dollars now?


It is still a choice, though I cannot remember the last time we used cents on ours or any other returns (my wife works for an accounting firm so they handle a fair number of returns). Just has to be consistent, either you round or you do not.

I think my accountant still gives me a choice of what to do and certainly I still get forms with cents on them.

Wait until you see what a bag from Coach costs.

Alright, after that lead-in, you really need to tell us what the pants are.

It might be a well known brand to many folks – I am not sure since I am new in the US. My pants are all from Rhone Apparel.

Never heard of them. I'm always interested in a good value. I rarely buy the cheapest or the most expensive item, so if Rhone is decent then I may give them a try. Thanks for the tip!

They are also in some stores (Bloomingdale if you want to check them out in person… but as I said: They usually fit haha)

Rhone is pretty good, Lulu ABC are also nice.

They're hardly the only retailer that successfully markets overpriced accessories.

What's Tesla's forward PE? Close to 200? I don't think we can use them as an example of anything resembling a sane market.

Edit: Found a link to the article content, I gather that's basically the point you're making?


Yes, the point I was trying to make is that companies can get away with not being maximally profitable. There's nothing legally stopping Apple from accepting a slightly lower profit margin on the 5% of sales volume that might go to smaller iPhones if they would offer them. But it might brighten the day for millions of customers.

> What's Tesla's forward PE? Close to 200?

Nope, close to 300 actually…


That's trailing PE. A standard response to that observation would be that the market is forward looking. So I try to stick to forward PE when discussing price. 200 is still insane in any case, it's an order of magnitude higher than, for example, GOOG.

I'm curious how well it is selling. Early on there was a lot of enthusiasm, but I haven't heard much since. I don't know if I'd want a phone with less battery life, but my understanding is the Air's battery is actually not much smaller than last year's pro?


> Foxconn has reportedly dismantled all but one and a half of its production lines for the iPhone Air , and all production is expected to be stopped at the end of the month

Ouch! That sounds pretty bad, indeed.

I was originally a little interested in the Air because I wanted to downsize from my previous 15 Pro Max. I ultimately decided that the Air was only thinner, and still big in the dimensions I wanted it to be smaller in.


Neither is Samsung's similar Galaxy Edge apparently, to the extent that the product line may have already been cancelled after just one generation. Both companies probably should have sat on that idea until they could offset the physically smaller batteries with the much denser silicon-carbon technology.

The battery is actually fine, better than the iPhone 16’s. The single camera and the pricing are the main problem, along with assorted minority showstoppers like single speaker and large size. It’s also not that much lighter, actually heavier than previous iPhones like the 12. People who are fine with a single camera and want less weight can also get the 16e for a much lower price, and then at least get stereo speakers. Add to that the very strong offering of the iPhone 17 this year.

Much like there is a segment of the population who wants a brown diesel station wagon.

With wood paneling!

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