Hi everyone, I’m looking for some feedback and critiques on my Core portfolio architecture, which is designed for aggressive long-term growth with a 10-15+ year horizon, investing from Chile. # 1. The ETF Core (Global Index Base) This is the …
I established a portfolio of long-term compounder stocks that represented value at the time (2023/2024) with the intention of holding them forever. However, due to the AI buildout, several of these stocks have appreciated to the point I cannot justify …
Please challenge my thesis, I’m looking for the strongest counter arguments. Wise is a founder led company with an expanding moat driven by economies of scale. As volumes increase, it lowers fees, attracting more users, and reinforcing the flywheel. The …
Hey everyone, 32M here and pretty new to investing. I can invest around €400 per month and I’m looking for some ideas on stocks to research for the long term. To give a bit of background, investing was never really …
Hi guys, In order to make my YouTube video for this week, I reviewed the performance of every finance YouTuber’s “best picks for 2026” videos. It is quite clear, looking at the data from the first 6 months, that value …
**Description**: Veeva Systems is a CRM & cloud computing company specializing in software for the life sciences industry. They offer a range of cloud-based applications tailored to the specific needs of these industries, including products for CRM, managing clinical trials, …
I was checking out Rocket Lab (RKLB) as it seems to be trying to be a competitor to SpaceX which currently has a crazy **$2.1T** valuation, and this week they announced they're buying Iridium for **\~$8B**. They're also up **25%** …
I recently built a cool tool (*biased opinion*), and thought others might find it useful, too. *I don't think this breaks the sub's rules, but mods, let me know.* # Too Many Tickers to Track I've noticed lately that I've …
**Microsoft Corporation (MSFT) — NasdaqGS** Technology · Software - Infrastructure · Mega cap · USD $373.02 (as of Jul 1, 2026) **Recommendation: Buy — High conviction** One of the world's highest-quality software businesses is available at its cheapest valuation in …
Portfolio from biggest to smallest: MSFT AMZN CALM BMI GEV TXN BTI ISRG CGNX GOOG DG NDSN NFLX IBM NHI CRM POST AME OTGLY EMR PLTR SWKS I usually aim for undervalued high quality companies with a technical moat. I …