T********e
发帖数: 1193 | 1 The market is a pendulum that forever swings between unsustainable
optimism (which makes stocks too expensive) and unjustified
pessimism (which makes them too cheap). The intelligent investor
is a realist who sells to optimists and buys from pessimists. |
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w******g
发帖数: 2047 | 2 转载
Summary
Netflix is absurdly overvalued.
Even using very optimistic assumptions for growth and margins, NFLX may
still be 30-50% overpriced.
NFLX's rising content costs per subscriber will likely continue to
hamper free cash flows for the foreseeable future.
Based on more realistic assumptions, NFLX could be 60-80% overpriced.
Valuation doesn't matter; until it does. The path to being a great
investor is to ignore the short term and focus on long-term risk and reward.
The markets don't always ... 阅读全帖 |
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d***a
发帖数: 13752 | 3 China Wary of Qualcomm’s $44 Billion NXP Deal Amid Tensions With U.S.
https://www.wsj.com/articles/qualcomms-44-billion-purchase-of-nxp-has-hard-
to-resolve-issues-china-1524108990
Updated April 19, 2018 4:41 a.m. ET
BEIJING—China’s antitrust regulator gave an initial pessimistic review of
Qualcomm Inc.’s $44 billion purchase of NXP Semiconductors NV, raising
questions about a critical deal for the American company and whether trade
friction with the U.S. is playing a role.
A spokesman for China... 阅读全帖 |
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f*****g
发帖数: 15860 | 4 no baozi, lol.
you should seriously think about what blackbone and sheraton (aka, my throat
m+) said too.
as for 办绿卡都要多长时间, only god knows, if someone tells you X years, he'
s either too optimistic or too pessimistic. |
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B*******s
发帖数: 690 | 6 Do not be so pessimistic!
If you have your cut off date as of today, you highky likely will get your
GC within 3 years.
Look at 10% unemployment rate for this year and possible double recession
for next 3-5 years. it will be very minimum PERM applications and Cut off
date will be current within three years...
It is important to do forward looking, not backward analyzing data. |
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r***y
发帖数: 5 | 7 i called for a service request on friday as well and got a LUD on saturday.
but i'm a bit pessimistic and think the LUD is only due to the SR. they
have to record the SR in the system. my last LUD was last year, the day
before my AP renewal was approved. |
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g**********0
发帖数: 315 | 8 这也谈不上pessimistic，有LUD至少说明有人翻你的材料，如果你的排期是current，
也没有理由
不处理。有LUD也好，没LUD也好，这个月不批，还有下月，总而言之，该批了。
saturday.
they
day |
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s*****o
发帖数: 155 | 9 shoot. A3 eat three times more than us. It is probably even more pessimistic
for FY2011. We may not even get 1 spillover. |
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d******8
发帖数: 1972 | 10 EB2 Predictions (Rather Calculations)
http://www.qesehmk.org/forums/showthread.php?4-EB2-Predictions-
WELCOME TO Q'S IMMIGRATION BLOG
Based on the latest 2010 EB approval reports, this is the current status and
predictions for EB2.
THIS IS THE MOST PESSIMISTIC SCENARIO BEING PAINTED. SO DON'T KILL THE
MESSENGER. TRY AND UNDERSTAND THE RATIONALE BEHIND.
Acronyms
SOFAD - Spillover Fall Across and Down
SO - Spillover
FA - Fall Across
FD - Fall Down
CD - Cutoff Date
PD - Priority Date
PD阅读全帖 |
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j*******e
发帖数: 154 | 12 First: ３万 ＲＯＷ is questionable.
Second: future number of EB3I to EB2I is unknown and unpredictable. (
Although many of us tried to estimate and forecast it. :))
Not too pessimistic but should not be too optimistic. That's why we still
need to fight. Once it is handled in a correct way, it will only make it
better for us. |
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g*****7
发帖数: 324 | 13 p838 和班上一些人太 pessimistic! |
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a****l
发帖数: 8211 | 14 yeah, truly a surprise. Even the most pessimistic ones couldn't predict this. |
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n***s
发帖数: 10056 | 15 Too pessimistic. I would say 2008.03. |
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e*2
发帖数: 56 | 16 Hi Helsinki,I'm glad that u r so optimistic!! But looks like what u said
here is against the data u analyzed before.
I'm actually sort of pessimistic. My PD is almost 12 month earlier than
stirfry's while I merely expecting to file my I-485 around Dec. 2012.
Helsinki, can u please justify what you said in this thread? Thanks. |
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H******i
发帖数: 4704 | 17 On this kind of issue, it's wise to be pessimistic. So there's nothing
wrong with you.
I'm becoming more optimistic than before because I believe that there'll be
a lot of spillovers in 2012, which can help Chinese EB2 with PDs up to
probably January 2009.
Then October to December 2012, Charles Oppenheim should build inventory and
may cover 2009 PD up to July or August. |
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p*****a
发帖数: 3634 | 19 begin to be pessimistic |
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r**********d
发帖数: 510 | 20 I am not that pessimistic. |
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h*******o
发帖数: 4884 | 21 I also asked my lawyer but she was more pessimistic on this issue and warned
me on the highly likely retrogression......
Also, she gave me the blog post on their website on this issue
http://connect.wolfsdorf.com/?p=1099
Anyway, my NIW PD is 06/2011, seems mission impossible to make it
current, hehe.
I probably should continue preparing EB1a...... |
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p*****a
发帖数: 3634 | 22 why are you so pessimistic? |
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P****n
发帖数: 202 | 23 Am I the only one who would love it to be true but find it hard to believe?
Most, if not all, TSC NOV cases approved recently are RFEd ones based on
Trackitt info. Maybe I am too pessimistic.
Anyway, bless us all.
speeding |
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a*******d
发帖数: 4846 | 24 I am not pessimistic, but you definitely need to be very optimistic to
believe that cut off date would be moved to March 2011 by early 2013.
Yeah, nothing is impossible. Let's see how CO plays out this PD advancement
and retrogress drama. |
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w******s
发帖数: 263 | 25 I have already told you guys,I was so pessimistic about their operation in a
macro perspective.
Anti here and Anti there is wasting time in a negative way.
Anticipation is not helpful in the real situation.
3012 is the key but not hold by the people need it. |
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f***i
发帖数: 185 | 26 i am pessimistic about 3012.
but your understanding is wrong.
85% rule means:
15% - ROW
85%*15% - C
85%*85% - I
it does not mean I can have 85% by itself |
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l****l
发帖数: 3394 | 27 "So the situation is not the most bad." you meant not the worst?
And i think this is too pessimistic. |
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p*****a
发帖数: 3634 | 28 If 中国能分到700, 7000 demand will be gone in 2 years (2014/09). The door
can open again in the middle of 2014. It is not too pessimistic. |
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H******i
发帖数: 4704 | 29 Ron Gotcher 回答了我的问题，他和我一样悲观。这个人对风向还是比较敏感的。
"I am becoming more and more pessimistic about immigration legislation being
passed this year. The Republicans appear to be set on committing political
suicide and the Democrats don't appear to be willing to let go of what they
see as a major campaign issue. "
"It's just an overall impression. Let me be clear, I blame Democrats as much
as I blame Republicans. Democrats won't let an employment-based only bill
proceed and will let all immigration reform d... 阅读全帖 |
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X**J
发帖数: 466 | 30 三哥这次可能要转向ead 140了，有一群三哥complain 在第二排期花的经历太多了，分
散了ead 140
BTW,知名律师说 他一开始就不看好， 是这样的吗？不好看还鼓动三哥捐钱吗？
As mentioned earlier, I was pessimistic abt the TRO and that proved correct
. It has been denied |
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c**i
发帖数: 6973 | 31 Martin Fackler, Japan Goes From Dynamic to Disheartened; Retrenchment offers
the West a grim view of the future. New York Times, Oct. 17, 2010.
http://www.nytimes.com/2010/10/17/world/asia/17japan.html?_r=1&scp=2&sq=japan&st=cse
Note:
(a) Japanese surnames:
Oka 岡
Oda 織田
Higaki 日垣
Kaiami 貝阿弥
(b) shrivel (vi): "to draw into wrinkles especially with a loss of moisture"
All definitions are from www.m-w.com.
(c) creative destruction is usually ascribed to Joseph Schumpeter (Austrian
; 1883-1950).
ht... 阅读全帖 |
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c**i
发帖数: 6973 | 32 【 以下文字转载自 Overseas 讨论区 】
发信人: choi (choi), 信区: Overseas
标 题: Re: 哭死，打算放弃了，想回国了。
发信站: BBS 未名空间站 (Sat May 17 10:11:56 2008)
Maybe you are too pessimistic. Originally from Taiwan, I have lived in US
for 2 decades. B is normal--NOT the bottom of the class. D, however, is bad.
When I were in graduate school, University of Illinois, we students were
told in advance that D was unacceptable. I did not have C. BUT I did have
one E (althogh I was the only student in the class), for which I complained
to |
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c**i
发帖数: 6973 | 33 Going, Gome, Gone? China’s richest man disappears, and his company hits a
wall. Economist, Nov. 27, 2008.
http://www.economist.com/business/displaystory.cfm?story_id=12700920
My comment: Last Saturday Financial Times had a report on the founder, with
a perspective of him as a human being. The Economist article places emphasis
on the fate of Gome as a company, about which the magazine seems
pessimistic--and understandably so. The title of the Economist plays with
the refrain an auctineer uses bef |
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t********7
发帖数: 132 | 35 贴个10年黄西在RTCA diner的script，这么久了还是觉得超好笑啊！！！
这里面我最喜欢的段子是——
if elected, i will make same-sex marriage not only legal, but also required.
逗！死！了！！！
但是看脚本的乐趣远远不如看视频。。所以更想去现场了！
http://v.youku.com/v_show/id_XMTYyODQ0NDky.html
有想去看现场的去注册，大家组个队！
http://www.thechineselink.com/?eventInfo&eventId=318
学生票只要14
全文如下：
Good evening everyone, my name is Joe Wong.But to most people, I am known as
Who?, which is actually my mother's maiden name and the answer to my credit
card security question.
But joking aside I ju... 阅读全帖 |
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c******n
发帖数: 5697 | 36 KMPG has a big office tower in downtown. Even if you are pessimistic about
your career there, at least you can still enjoy the great art next door at
MOCA and Disney Concert Hall. lol! |
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G****e
发帖数: 11198 | 37 【 以下文字转载自 NCAA 讨论区 】
发信人: GoBlue (Wolverines), 信区: NCAA
标 题: My comments on Michigan Football in these years
发信站: BBS 未名空间站 (Sat Feb 4 07:03:48 2012, 美东)
这是写在别的地方的评论，分享一下：
My comments on Michigan Football in these years
My two cents. Talking about the RR's defensive scheme, he hired the wrong
guy, Greg Robinson. RR could rely completely on a DC if the DC had the
caliber like Greg (another Greg) Mattison. Unfortunately, Greg Robinson
failed again after Syracuse.
Coaching staff hiring and player... 阅读全帖 |
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G****a
发帖数: 10208 | 39 America’s Most Livable States
10. Maryland
> Future livability score: 18.5
> Full-time employment: 3rd best
> Job creation index: 24th best
> Outlook on life in five years: 16th best
Maryland is the state with the 10th-best outlook in the country, according
to Gallup’s Future Livability survey. The state has the wealthiest
population in the nation based on median household income, according to
recent Census data. Also, just 8.4% of Maryland households live below the
poverty line, compared to the... 阅读全帖 |
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y*e
发帖数: 9799 | 41 以后他新鲜感过了把这细腻的劲都用在挑剔你的地方 --> gosh, you not only can't
stand other ppl's happiness, you're also very pessimistic, what kind of
pathetic experiences did you have to draw this sort of loser conclusions?
You're depressed therefore there can't be any happily every after in this
world? |
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d*****r
发帖数: 2583 | 42 right, being pessimistic will not help anyways.
so be confident and optimistic.
those
job |
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S*M
发帖数: 536 | 43 why so pessimistic?
upmc is good, be confident, smile and enjiy everyday! |
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S*M
发帖数: 536 | 44 why so pessimistic?
upmc is good, be confident, smile and enjiy everyday! |
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i****a
发帖数: 36252 | 45 http://patrick.net/housing/crash.html
maybe a little on the pessimistic side but the basic rules of affability is
true. americans call it house-poor, chinese call this house-slave.
most chinese won't have a big problem with this but americans like to spend
every cent they earn and then some by borrowing from credit card or house
loan. they can't sustain this... |
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y****i
发帖数: 17878 | 46 "A pessimist sees the difficulty in every opportunity; an optimist sees the
opportunity in every difficulty."
- Winston Churchill |
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c********1
发帖数: 5269 | 47 I have 9 houses in other low-cost states. I have 攒点钱. My family wanted to
搬到 SD. I has been in SD for about 6 months. I am struggling to make the
decision -- stay or move(to other lower cost area). My family annually
salary income is about $100k ~ $200k. annually rental income is about $100k.
I also
invest in stock market(IRA accounts). I will stay in SD if my income from
stock is over $
50k. my YTD stock gain is about $20k.
I think I have 点钱. I did not feel comfortable to pay cureent housing pr... 阅读全帖 |
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S*********g
发帖数: 24893 | 48 cynics and pessimists
unsustainability |
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