22 Comments
Mar 27, 2021Liked by Doug O'Laughlin

Hi Mule, best of luck with the hike - stay safe! Just to clarify what you said, by questions do you mean in the comment sections below each post (like this one?)

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Yes! Or a direct email to me @ dougolaughlin@gmail.com or on twitter in my DMs.

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will we still have access to the articles while its of freeze? Also, have fun on the hike. It looks like it will be an epic adventure!

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Yes! Everyone whose a current sub will have access to past articles! Thank you!

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Best of luck with the adventure! You're making me feel inspired to do something similar one day. Any advice on where to go for more semi content while you're gone?

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Wouldn't mind getting access, how to sign up, thx, Bob

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Mules Substack is on a SEMI ;) indefinite hiatus and subscription billing has been paused for everyone, that includes new subscriptions which effectively means no new subs but you get put on a waitlist. I would follow Mule on twitter @FoolAllTheTime and patiently await some Q4 2021 twitter activity/update. Sorry you weren't able to subscribe but don't let a little wait discourage you from subbing as its A+ content

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Thanks, but I can't wait, I'm too interested. ;)

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How much weight are you expecting to loose? Have a friend who's a climber/hiker do a similar thing up West Coast. Bigger dude, 6'2" ish, I think he lost like 45 lbs over a couple months. It can be very grueling. Stay safe, listen to your body.

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No idea but I would prefer it to be under 20 pounds. I really don't know but I'm not trying to have drastic weight loss it's pretty unhealthy. It's very hard to keep a caloric balance. I expect to be able to carry ~4000 calories but burn far in excess of that. But when I hit town I can pig down! I have no idea lol

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Good luck Doug! Quite a adventure. Wish you all the best!

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Just hope i can finish :P Thank you!

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Good luck, Mule. Would you consider posting a template dcf model for semis?

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Thanks! Sadly I do not have a good template for this.

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Good luck Doug and stay safe! Any good guys you recommend we take a look at while you're hiking to get our fundamental tech and especially semi fix?

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I love Dylan552p on twitter, but he doesn't post as much as he should

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Mar 31, 2021Liked by Doug O'Laughlin

@EricJhonsa also on twitter - Tech Stock guy that provides a fair amount of individual stock Semi coverage

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Oh yes resounding endorsement here. He’s pretty smart!

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Hell yeah, that will be an incredible adventure! A mental and physical challenge with lots of nature and time for reflection...the best kind of vacation IMHO. Enjoy it, good luck, and we'll be here when you return

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Thank you man :)

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you the man, good luck!

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I'm going to need the luck :)

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