Date: Monday July 15, 2024
Time: 7:30pm, Pacific Time
Duration: Projected 60 minutes.
Where: Zoom (Registration)
Frequently Asked Questions:
Q: What are you doing?
A: Quarterly review, crystal ball gazing, post-quarter dispositions, and finally time permitting, Q+A. Please feel free to ask them on the zoom registration if any questions. Honestly, other than jumping through some June 25 tax hoops, it has been a relatively inactive quarter so don’t expect any fireworks if you do attend.
Q: How do I register?
A: Zoom link is here. I’ll need your city/province or state and country, and if you have any questions in advance just add it to the “Questions and Comments” part of the form. You’ll instantly receive the login to the Zoom channel.
Q: Are you trying to spam me, try to sell me garbage, etc. if I register?
A: If you register for this, I will not harvest your email or send you any solicitations. Also I am not using this to pump and dump any securities to you, although I will certainly offer opinions on what I see.
Q: Why do I have to register? I just want to be anonymous.
A: I’m curious who you are as well.
Q: If I register and don’t show up, will you be mad at me?
A: No.
Q: Will you (Sacha) be on video (i.e. this isn’t just an audio-only stream)?
A: Yes. You’ll get to see me, but the majority will be on “screen share” mode with MS-Word / Browser / PDFs as I explain what’s going on in my mind as I present.
Q: Will I need to be on video?
A: I’d prefer it, dress code is pajamas and upwards.
Q: Can I be a silent participant?
A: Yes.
Q: Is there an archive of the video I can watch later if I can’t make it?
A: No.
Q: Will there be a summary of the video?
A: A short summary will get added to the comments of this posting after the video – assisted by Zoom AI because I can’t think for myself anymore and need to let the computer do it!
Q: Will there be some other video presentation in the future?
A: Most likely, yes.
Bonus material! After the attempted assassination last Saturday, a steely, unemphatic set of predictions as to what will come!
Epic fail of registering and forgetting to add notification to calendar…
Sacha, any chance of full transcript by Zoom AI?..
Me too – transcript would be nice.
No transcripts but you do get some pithy notes… probably the biggest company that we haven’t heard about is one that will promise to un-remember and un-digitize your life!
Amusement of the day:
Portfolio review
Speculation on XXX (a holding) being taken over
The departure of a CFO and dumping of a holding
Teck’s crappy capital allocation post-coal sale
Looking at the straight-line-up major indexes in awe, looking at future volatility
AI thoughts
Late breaking – immediate thoughts on the attempted assassination
Dealing with psychology of market regret