DooDiligence

Right there with ya. She's stunning.

3% position in Hershey. Anchored to a price now and would buy more if it dropped. HSY + DPZ + NVO = $

Valuation and low growth are legit concerns wrt potential returns. This a mission critical software and piracy seems to be the biggest hindrance to growth. There's the possibility of incrementally onboarding accounts running pirated versions. Probably won't produce dramatic increases any time soon though. https://schnitgercorp.com/2020/03/09/autodesks-anti-piracy-efforts-finally-pay-off-oh-and-the-looming-end-of-maintenance/ Here's a small sampling of pirating efforts: === BIM and facilities management seems like a good growth avenue. I particularly like the Innovyze acquisition. === edit: not buying today. I already own enough ADSK (3.6%).

Possibly, but price increases could easily offset. This is a small expense for an engineering firm in comparison to the revenues they bring in. Your point is valid nonetheless.

More like an opportunity for them to reduce headcount(s) for clients. https://aecmag.com/features/autodesk-laying-the-foundations-for-ai/ On an unrelated note, a buddy of mine said his firm just added Revit because more and more clients want 3D now. BIM will likely be next.

Speaking of haircuts, he has a nice forehead.

https://www.amazon.com/gp/product/1578644011/ref=ox_sc_act_title_1?smid=A3F9RG8498JSW1&psc=1

My man. This thing swings like a pendulum do.

https://billmoyers.com/series/joseph-campbell-and-the-power-of-myth-1988/

Any kings here?

“I could end the deficit in five minutes,” Buffett said. “You just pass a law that says that any time there’s a deficit of more than three percent of GDP, all sitting members of Congress are ineligible for re-election.” His proposal, though delivered with a chuckle, carried an undeniable logic – by directly tying lawmakers’ political futures to the nation’s fiscal health, they would have a powerful incentive to rein in spending and balance the budget.

Sold DIS, half taxable / half non ($103ish cost) and consider myself lucky. You can't dream a business into what you want it to be.

I once ran an oil spill response vessel with 3 generators arranged side by side athwartship. Each generator had an e-stop mounted on it. One of the assistant engineers had a rather large caboose and would frequently hit the e-stop on the duty gens as he passed between them. The guy did this at least once a hitch. I made 2 or 3 hitches and transferred to another vessel. Couldn't stand the monotony of doing weather patterns for weeks at a time + the vessel was poorly maintained and the crew were bottom of the barrel. The next vessel (M/V Reedbuck - IMO 9476886) was the polar opposite. It's hit or miss with vessels and crews.

This is the only link I could find with class info for machinery spaces. I was wondering if it was diesel electric but apparently not. No shaft gens are listed either. https://www.scheepvaartwest.be/CMS/index.php/containerships/9676-dali-imo-9697428

Fuel always comes with samples and a certificate of origin. Also, fuel cargo tanks do not feed directly into machinery. Fuel is pumped from cargo tanks and passes through a centrifuge to the "day tanks", which feed fuel to machinery. A competent engineer would catch contaminated fuel (water, debris, fungus, etc.), as it centrifuges out, and would immediately stop filling the day tanks. They went dark ship right before the collision => generators. I've had multiple problems in the past where engineers failed to change generator fuel filters. Fortunately none that resulted in incidents (other than me having to change my underwear). Someone(s) combing through the engineers logs and the vessels electronic maintenance system, which can be very telling on the crew and management. Past inspections and audits and any deficiencies (including no sail items if there are any), will be well documented by the classification authority, flag state and shoreside management (management undergoes regular and extensive record keeping audits just like vessels). Could also have been some nimrod screwing up a generator swap during maintenance (which should have been done at the dock or offshore). I'll bet that investigators already know the cause, or at the very least have strong suspicions. I'm betting on human error in the engine room with a failed e-gen kicker (more poor maintenance and testing). https://gcaptain.com/ship-lost-control-before-hitting-baltimore-bridge/ https://www.theautopian.com/heres-everything-we-know-about-the-container-ship-crash-that-destroyed-the-francis-scott-key-bridge-in-baltimore/