A while ago I thought I had stumbled upon a website after seeing it mentioned in r/ValueInvesting that has a lot of good write ups on individual stocks. You can search tickers and find any stories that people have done …
If you had to put a large lump sum into one ETF and hold it for 10 years, would you choose SPMO or VGT? VGT: technology, especially mega-cap tech. SPMO: momentum, rotates into whatever companies are performing best. If your …
I recently watched a documentary about quantum computing and got curious about the space from an investing perspective. [https://www.youtube.com/watch?v=1\_gJp2uAjO0](https://www.youtube.com/watch?v=1_gJp2uAjO0) I did a bit of research with ChatGPT and the names that stood out most were IonQ, Quantinuum, Rigetti, D-Wave, IBM, …
[https://x.com/Kalshi/status/2096244459830981027](https://x.com/Kalshi/status/2096244459830981027) JUST IN: Berkshire Hathaway CEO says company plans to "cash in" on AI through growing data center demand ————————— To be fair, Buffett first started buying Google stock for Berkshire in 2025. But, Greg Abel has been buying more …
Nike has become more of a fashion company over the past decade. Its Sportswear business accounted for around 25% of revenue in FY15 and around 50% in FY25, making it the main growth driver over that period. The company deviated …
Thought I’d post for screening inspiration because most portfolios I see are either very US-heavy or concentrated in the same handful of large caps. I pick stocks globally without strict target country-allocation and am mainly looking for profitable businesses where …
Hello, when you buy in Asia (Hong Kong, China, korea etc), do you actually own the share properly or are they equivalents like ADRs ? The point is to know if i'm the really owner or the just temporally ? …
Value investing is dead! At least that's what I keep hearing. It's definitely no secret that value fund managers have struggled since the GFC, so I thought it would be a good idea to actually inspect what went wrong for …
I read Korean regulatory filings (DART) every day, and one form keeps producing numbers that look better than they are. Yesterday's post here was about book values. This one is about a disclosure rule the US doesn't have. When a …
I'm curious how others think about this. I'm very optimistic about AI itself and think it will create an enormous amount of value over the next decade. However, I'm much less confident that the companies currently commanding massive valuations because …