TheGipper

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About TheGipper

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  1. Ryan, I'd say definitely try one right away. I find that in the immediate few days after I open a vacuum sealed box, they smoke very well. The sick period seems to take a week or two to set in. It seems to last several months to maybe more than half a year.
  2. No. I have done with and without a Boveda. I observe no difference. The Bovedas come out the same way they went in. If you vacuum seal a dry box, it will stay dry, even if you put the vacuum sealed box in a humidor. If you vacuum seal a wet box, it will stay wet (and probably get some mold). If you vacuum seal a perfectly conditioned box, it will stay perfectly conditioned, unless you place the sealed box in some really extreme conditions (like leave it out the in Mojave desert, or put it underwater). Give a box enough time to stabilize to your preferred RH level, then vacuum seal it, put it in your humidor, and relax. That said, I have found long-term vacuum sealed boxes do undergo a sick period after you unseal them. I generally break a box out of vacuum seal about a year before I want to consume the box.
  3. Purchase dates are set at box code date + six months. It's a rough rule of thumb, but allows for the annualized returns to represent lower bounds of overall returns. Any boxes that you may get that are more than six months old when they land will only enhance your theoretical returns. 👍
  4. Ah yes, the Moldaphobes and the Plumarians. What a great concert that was.
  5. Good question. No seller premiums have been deducted from the realized prices.
  6. A key takeaway for me is in the Category Returns table: Category Returns (Equal Weight) Annualized Lot Count Regular Production 14.08% 170 Special Production (Non-EL) 13.74% 22 Discontinued 12.10% 44 Regional Editions [see Note 2] 9.97% 101 Edicion Limitadas 11.91% 65 This surprised me. Non-discontinued regular production boxes beat every other category for annualized return. So you don't have to go buy the fancy double-bander, lacquered humidor releases to maximize returns! Regional Edition returns suffered purely on the cost-to-acquire higher purchase prices. It's still worth buying REs while traveling to those locales, as the returns would be much higher than 10% when paying the in-country prices.
  7. Top 10 By Realized Price Lot # Description Box Code Price Bids AR 1634 Cohiba Siglo VI Gran Reserva 2009 (15) N/A $12,005.00 31 21.45% 1461 Partagas Serie E. No. 1 Coleccion Habanos 2015 (20) ULA MAY 15 $2,715.00 26 15.39% 1678 Partagas Lusitanias Gran Reserva Cosecha 2007 (15) ULA DIC 13 $2,266.00 9 5.71% 1470 Cohiba Behike BHK 54 (10) LBT ABR 10 $2,005.00 13 19.62% 1669 H. Upmann Sir Winston (25) AXC JUN 03 $1,997.00 27 12.51% 1969 Cohiba Esplendidos (25) MEL JUN 08 $1,842.00 75 13.08% 1732 Hoyo de Monterrey Double Coronas (25) LOB AGO 04 $1,805.00 31 13.88% 1747 Partagas Lusitanias Gran Reserva Cosecha 2007 (15) ULA DIC 13 $1,805.00 35 1.77% 1853 H. Upmann Sir Winston (25) RUC OCT 02 $1,800.00 63 10.36% 1679 Cohiba 1966 EL 2011 (10) TAU JUL 11 $1,706.00 18 17.19% Top 10 By Annualized Return Lot Description Box Code Price Bids AR 1858 La Gloria Cubana Medaille d'Or No. 4 (25) ETP OCT 16 $306.00 16 36.18% 1620 La Gloria Cubana Medaille d'Or No. 4 (25) ETP JUN 16 $330.00 42 35.86% 1467 San Cristobal El Principe (25) TOS MAY 16 $285.00 22 32.61% 1709 La Gloria Cubana Medaille d'Or No. 2 (25) MUR JUL 13 $1,250.00 1 31.72% 1847 Partagas Serie D No. 4 (25) PUR MAY 16 $455.00 17 31.25% 1468 Bolivar Belicosos Finos DB (25) ETP MAY 16 $465.00 28 30.91% 1487 Montecristo No. 2 (25) PTR DIC 16 $510.00 26 30.75% 1962 H. Upmann Royal Robustos LCDH (10) MEG JUN 16 $280.00 21 30.20% 1535 Cohiba Robustos Supremos EL 2014 (10) PMS DIC 14 $1,338.00 34 29.80% 1945 Vegas Robaina Don Alejandro (25) BMP JUL 16 $660.00 21 29.70%
  8. Tables based on all Q2 2020 Bond Roberts auctions with winning bids (i.e. met any reserve price). Q2 dates are April 1 to June 30, 2020. First closed auction was April 30. Overall Returns Annualized Lot Count All Auctions Equal-Weight 11.81% 402 All Auctions Dollar-Weight [see Note 1] 13.39% 402 Note 1: Dollar weighted returns are a better measure of portfolio performance by dollar invested. Equal weight represent return per lot (box), and are suggestive of a lower bound for returns on low-priced boxes. Category Returns (Equal Weight) Annualized Lot Count Regular Production 14.08% 170 Special Production (Non-EL) 13.74% 22 Discontinued 12.10% 44 Regional Editions [see Note 2] 9.97% 101 Edicion Limitadas 11.91% 65 Note 2: Regional Edition returns are lower due to cost-to-acquire assumptions included in our baseline pricing database. Returns will be higher for boxes acquired at in-country typical prices. Marcas Annualized Lot Count Bolivar 13.59% 32 Cohiba 15.32% 37 Cohiba (Regular Production, ex Behike) 13.21% 21 Cohiba (Behike Only) 18.01% 6 Diplomaticos 13.16% 18 El Rey del Mundo 12.92% 14 H. Upmann 14.41% 29 Hoyo de Monterrey 12.39% 28 La Gloria Cubana 23.13% 8 Montecristo 12.65% 44 Por Larranaga 12.37% 20 Punch 8.94% 24 Quai d'Orsay 13.29% 4 Rafael Gonzalez 8.17% 11 Ramon Allones 10.52% 26 Romeo y Julieta 7.77% 13 Saint Luis Rey 7.45% 9 San Cristobal de la Habana 16.94% 4 Sancho Panza 8.64% 4 Trinidad 12.54% 11 Vegas Robaina 10.90% 7 Production Year Annualized Lot Count Pre-2000 7.27% 11 2000 4.69% 1 2001 7.12% 2 2002 10.28% 4 2003 8.79% 8 2004 8.23% 6 2005 8.64% 7 2006 12.50% 8 2007 8.62% 20 2008 9.20% 30 2009 9.43% 19 2010 11.65% 29 2011 12.06% 24 2012 13.88% 19 2013 10.40% 44 2014 15.06% 34 2015 14.81% 41 2016 15.79% 75 2017 14.19% 14
  9. In the spirit of this old thread, I'm continuing my work of keeping track of Bond Roberts auctions as a measure of rate of return on vintage/aged Habanos. Be aware the annualized rate of returns I'm reporting here will depend heavily on purchase price, of course. Most of the baseline purchase prices I'm calculating are based on a combination of my own purchase history, records of vendor pricing over the last 15+ years, and where neither is available, a best estimate of purchase price. Regional Editions present a particular problem for baseline pricing. There is a bipolar tendency for RE prices to be reasonable if you can acquire in-person as opposed to mail order. Because the purpose of this project is to measure rate of return as a comparative to typical investment returns (stock market, real estate, etc), I am using a higher baseline for Regionals, as that is the most likely typical prices one would have to pay to acquire investment-level quantities. Report content to follow.
  10. My face when I read that the name is in part an homage to the beloved PG Wodehouse character:
  11. Never had a problem with CCs in either carry on or checked. TSA doesn't care. I always have cutters, lighters, and even cans of butane in checked luggage without a problem. But don't bring any cutters or lighters you can't afford to lose. I just bring cheapos. The bigger problem you may run into is the dry air in Las Vegas giving you wrapper splits. Even when I pack in several Bovedas in my travel boxes, the wrappers get dry very quickly. I always wet the wrapper leaf with some water before I cut and it helps avoid the splits. If you're headed to the Strip, make sure to check out the Montecristo Lounge at Caesar's. And you can light up most anywhere on casino floors without a problem. (Just not in sportsbooks.) Vegas is still a relative safe haven for us cigar smokers.
  12. There is no way Amazon's margin on "low cost goods" approaches anywhere close to 50%. The company's overall margin in the most recent quarter for the entire company was 3.56%. AWS (cloud, etc.) is the business unit that does the heavy lifting on their profits. The retail consumables as a group mathematically have to be lower than that 3.56% margin. There's not a lot of margin in selling everyday common goods. Just ask the entire grocery store industry.
  13. Wait 'til you find out how many mold spores are in the air you breathe every day!
  14. Maybe you know this, but that's clearly a fake map of Canada. Unless we believe there's zero cases in Canada's largest population centres like Vancouver, Toronto, Montreal, Calgary, Ottawa, etc. Meanwhile the two largest red dots in Canada appear to correspond to Ogoki, Ontario, with a population 252; and Sakami, Quebec, with no permanent population and only a hydroelectric project there, and the nearest Tim Horton's being a 12 hour drive away.

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