Tucson Soda

Recently, El Tiburon (E.T) and I traveled to Tucson, Arizona, where a mutual friend badly wanted us to try one of Tucson’s best beers: Barrio Blonde, brewed in the industrial district by Barrio Brewing.  We made the trip, picked up 4 six-packs and headed down to Austin, Texas for a music festival. 

E.T and I are somewhat frequent breakers of law.  As we neared Arizona’s border with New Mexico, E.T in the passenger seat and me behind the wheel, we inevitable cracked open a cold Barrio Blonde.

Magnificent, fresh, smooth, refreshing, dare I say life-changing?  These are words usually associated with soft drinks and sports drinks, yet somehow we found those words inside that Barrio Blonde.  We found a nickname for this glorious beer: Tucson Soda.

I know very little about Tucson, but hppefully all beer drinkers in that city go out of their way to support Barrio Brewing, and try one of their many handcrafted cervezas.  

The concert was great, and we made sure that our friends in the capitol of Texas got to enjoy our Tucson Sodas with us.  

– Sweaty Action

Will Aliens be Bipedal?

I’ve long believed that humans, or human-like animals, have always roamed earth.  Perhaps we are the fifth or sixth iteration of Mankind, I don’t know, nobody knows.  What I do know is that the universe is pretty big, and if the cosmos was able to randomly create one Earth, it is logical that another Earth is out there somewhere.  To that point, I would like to raise a question.  Will intergalactic Aliens walk on 2 legs?  Current information supports that the most intelligent beings on Earth walk, run, and hop on 2 legs.  Our 4 legged counterparts are either food, pets, or both (except for the vegan cross-fitters).

Based on the set circumstances I’m using in this particular thought experiment, it’s easy to proclaim:  “Intergalactic Aliens will be bipedal”.  Aliens are going to be very similar to us.  I wonder if there are Aliens currently alive that breath Argon instead of Oxygen.  No Sigourney Weaver, no Starship Troopers, just regular looking 2 legged animals with large brains and a capacity for ambition and intelligence.  I really hope aliens show up before I die.

– Sweaty Action

Lazy Sunday

So we were going to talk about how humans are going to Mars soon, but we got drunk and started watching sports instead.  In this sacrifice, we have discovered new truths.  These new truths include: 1.  Alcohol is good.  2.  It’s hard to write blogs in between commercials. 3.  Does Lebron have what it takes?

I need more tequila.

 

-Sweaty Action and El Tiburon

We’ve got a LIVE one

Live Ventures inc. is booming and now is the time to buy!

A great opportunity at throw away prices, LIVE is incredibly undervalued relative to assets, earning and just about any other metric you choose.

Amazing stable growth built on diversity. LIVE is a diversified Holdings company.

Ship captain is betting big. Recently CEO Jon Isaac has made large personal purchases of the company’s stock.

400% upside at a conservative valuation.


    Live Ventures is a diversified holding company, simply put it is a company that owns other companies. This was not always the case, as the company has been transformed by the CEO Jon Isaac who took over in 2011.  Mr. Isaac, who grabbed the reigns when the company faced delisting from Nasdaq, has turned the business around and reached profitability last year. He did this by focusing on the acquisition of whole companies that showed strong growth performance. Let’s examine the numbers. Live is trading at a 1.64 P/E (last years ending earnings) 1.32 times book (Trailing year).  LIVE trades at a market cap of 22.12 Million yet has over 120 million in assets and 71 million in debt as of last fiscal quarter. This shows LIVE has a significant margin of safety and should be considered on its value alone. However it’s the growth of this company that gives incredible upside.

    Since 2012 LIVE has grown its revenue from 3.07 million to 78.95 million in 2016, that is a 91.44% annual compounded rate. The most recent quarter LIVE posted a revenue of 38.5 million, a 94.2% increase over same quarter last year. LIVE has also grown its equity at an impressive rate, From 2.83 million in 2012 to 24.2 million in 2016 with 30.92 million in equity for the most recent quarter. This translates into a 53.61% compounded annual equity growth. This has been an impressive run, the CEO is even buying in.

    Jon Isaac has been steadily buying and receiving stock in live including 3,500 shares at a price of over $15 a share. Today the share price is hovering a little over $10 a share. This leads me to believe that Mr. Isaac is well invested and knows this stock is at a great bargin price.

    This stock is fantastic, however not perfect. Growing at this rate is difficult and brings risk. Currently LIVE carries more debt than I like, about a million in cash on hand and access to about 13 million in unused credit. This is because of the recent acquisition of Vintage Stock.

    In conclusion I see huge upside for anyone willing to take some risk on a small company with ambitious growth. There is no reason this company can warrant a valuation 5x its current valuation. This reflects a 400% upside on a conservative valuation. I currently hold a long position in this company and highly recommend buying long on this position. 

-El Tiburon

The Internet of Things: Are you ready for it?

Everyday I peer into the endless abyss of information we call the internet, and ponder it’s humble beginnings.  Just 20 years ago my father bought our first computer and we logged on to the information superhighway.  For the first time in my life, I had access to an infinite amount of information, more information than I could possibly imagine.  Today, we are birthing a new revolution, one that will change the world more than I can begin to imagine.  Ladies and gentlemen this revolution is the Internet of Things.  It is slowly changing the world around us, right under our collective noses.

 internet of things, or IoT for short, is the connection and communication between objects.  Everyday I see new products that use this new technology, from home security systems to cars and phones.  Just as I remember peering into a screen not knowing what I could access, this technology is still very undeveloped.

 a world not too far in the future, a world where everything is automated and connected.  To some degree we are already there.  Let’s think further.  Imagine every car on the road driving itself, communicating among a seamless and efficient system with other cars.  No more traffic lights, no traffic cop, no accidents meaning no vehicular fatalities (save for the occasional redneck).  Let’s consider automatically illuminating and dimming streetlights, which are already being used in parking garages.  This alone can save up to 90% of the energy used by street lights.  I like to dream of a world where I can control any number of objects from my handheld device.  A world where, or when in this case, I’ll be able to control my completely automated farm, business, home, car, and just about anything else with just the swipe of a finger. But this will only be the beginning.

So it seems that the internet hacome full circle for me.  I had no clue what the internet would become.  I still have no clue of all the great things this will become.  This is the part I am truly excited for, when people all over the planet find amazing uses for this technology to make our lives better. Friends, I am excited for the future, and I hope you are too. 

-El Tiburon

The Lightning Void

I wonder how the first communication between two humans went. I’d like to imagine it was a fearful scream, or perhaps a moan-like greeting, however I understand this is something we could never have kept in our history. Communication is a fleeting thing in this way, or at least it was until mankind took it’s communication out of sound waves and installed it into electronics. The industrial revolution changed shit, Duh! The Technological Revolution will change even more shit. Usually this is where I would babble nonsensically and over use colloquial idioms and analogies to support my point, but there’s no reason for argument this time. I think it’s fairly obvious that the internet has changed from being a part of the world, to a position where it is now molding the world.


As the internet changes the world, it will simultaneously change the way we, humans, view our home. You can literally see Mount Everest, or the Leaning Tower, the pyramids of Giza and Yucatan, the vast expanses that are the deserts of the world, all of it, without ever opening as much as a doorway (as long as you have internet access…but this is not a political article). This expands our view on the world, and makes what was once enormous, seem much smaller.
Technology moves fast. Really fucking fast. The computer I am using both looks and feels ancient, and it’s only 7 years old. What will happen in the next 7 years? Communication will get faster, and we will talk to each other more.  I, for one, am excited to download my brain onto the internet and live forever in The Lightning Void…where all human knowledge and understanding can be found. A boy can hope, right?

 

-Sweaty Action

Bitcoin Rich!

Over the course of the last few weeks, droves of articles about Bitcoin have surfaced.bitcoin-logo-3d  Many of the articles have made claims that bitcoin has grown in value by an astronomical amount (a Fuck Ton). I hope to express my understanding of this phenomenon, and illuminate my flat out lack of understanding as to why this cryptocurrency is so popular.  First, we will look at the numbers, followed by my reckless attempt to make sense of what Bitcoin is and whether or not it is truly valuable..

Disclaimer: all numbers used are from a quick google search, so if you wish to argue against the credibility of a google answer, you can go fuck yourself with a douche​ behind your local grocery store.  Here are the numbers: July 2010 the value of a single Bitcoin was 0.08 US dollars, while today one Bitcoin is valued at 2335.88 US dollars.  With the help of my ROI calculator, it can be quickly disseminated that the Annual compounded rate is 334.34 % (If you do not understand compounding interest google it and i hope it changes your life).  $1000 US dollars could buy 12,500 Bitcoin in July 2010.  Today, 12,500 Bitcoin has a value of $29,198,500.  I’ve been examining markets for a large portion of my life, and this is by far the largest growth I’ve seen.  What the fuck is Bitcoin, and why does it warrant that value and growth?

Bitcoin is defined as a cryptocurrency, meaning it is an encrypted piece of code that represents one coin.  These coins, much like the coins jangling in your pocket, represents a value.  New coins are fabricated via a mining process, a process using such sophisticated programming that a supercomputer is a necessity.  New coins are produced at a slower rate (compared to The Fed).  At the moment, Bitcoins can be used as a currency in a multitude of outlets, however it’s most common usage is in black market deals over the dark web (scary, dark, deep, not for internet beginners).  Bitcoin is a safe way to pay anonymously for services or products, things like drugs, murder for hire and child pornogrophy in case you were curious.

If bitcoin is a currency, I see one very obvious problem to its efficiency as a currency: For a market to run properly a currency must inflate causing a depreciation in value compared to goods and services over time.  This is why we remember products being much more inexpensive decades ago. This creates a rather large issue, why would anyone spend their currency today if it is going to be more valuable tomorrow, and in this case a lot more valuable? As a currency, this lacks fundamental logic.

What makes this thing so valuable?  What is it’s intrinsic value?  Why is that intrinsic value growing so fast?  These are the questions I’ve been grappling with, and even with my extensive knowledge of wrestling, I can’t seem to find a reasonable answer.  It appears to increase in value because it increases in value, similar to the way that Paris Hilton and Kim K are famous because they’re famous.  To the best of my knowledge, this is an assumption that can not last the test of time.

In conclusion, I admit my incapacity of bitcoin.  I may be overlooking the key that makes this phenomenon reasonable.  To the best of my ability, my analysis of Bitcoin is that it doesn’t make any fucking sense.

  • El Tiburon

What is the worlds best beer?

I can still remember my first beer.  It sucked.  I couldn’t understand how or why people liked drinking this piss water.  That’s because I was drinking America’s shittiest brew, Budweiser (currently owned by Austrians and Germans).  Since then, I’ve tried an innumerable amount of beers from all over the world and I even tried to drink all of the beer in Germany, which I now know is not possible.  Whether your favorite brew is a Lager, Hefeweizen, Pilsner, I.P.A, Porter, Stout, Blonde, or any other iteration of this fine beverage, it is quite clear that the best beer in the world is the beer you drink in the presence of friends.

p.s Thank you for your service

 

-SweatyAction