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POST
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Best serial acquirers in Europe
Hi all, I am looking for suggestions of serial acquirers / compounders in Europe to invest (long term horizon). I know a few, particularly in the Nordics (Investor AB, Lifco,…), but wanted to get some additional suggestions. Which do you …
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What would you do with gold coins?
Hi all, So I got about 25 sovereign gold coins that I inherited early. I was never a buy gold kind of guy in my investing journey and I know gold price went quite up the last year and its …
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Daily General Discussion and Advice Thread - June 24, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - …
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A conversation with a colleague who believes he bought "2 whole Bitcoins"
A couple of months ago, a colleague proudly told me that he had purchased "2 whole bitcoins" for $80,000 each. I asked him to show them to me so I could see what he had spent $160,000 on. He opened …
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“AI infrastructure beyond Nvidia: where is the real bottleneck — power, memory, or networking?”
I’m building a long-term AI infrastructure watchlist and trying to understand where the market may still be underestimating the bottlenecks. The names I’m currently researching are: Eaton (ETN) Schneider Electric GE Vernova (GEV) Arista Networks (ANET) Micron (MU) My thesis …