I find selling a lot harder than buying. Buying is usually pretty straightforward. I can look at a business, estimate a range of outcomes, compare that to the price and decide whether I'm being paid enough. Selling is messier because …
Both frontier-lab customers now appear to have Broadcom-linked financing in motion, with $110 billion of reported raises against $48.96 billion of net debt today. Broadcom is reportedly pursuing a $50 billion debt financing to fund AI chips for a major …
I know Stellantis is one of the most hated names, especially on Reddit. But I think around €3.9-€4 a share, this is really hard to ignore. Stellantis had a decent first half of 2026, with AOI margin recovered to low …
From Morgan Housel, The Psychology of Money (2020): \- Jim Simons compounded at 66% a year since 1988. Net worth at the time of writing: $21B. \- Warren Buffett compounded at roughly 22%. Net worth: $84.5B. \- Buffett started serious …
Recently I’ve been looking at building a position in Exor. Its the holding company of the Italian family that owned Fiat and is trading at a massive discount. What I like about Exor is it’s a double-whammy: a great asset …
I don’t usually attend these because my feeling is that if market strategists/economists could make predictions accurately they would be wildly rich. And yet there aren’t many economists or market strategists in the Forbes rich list. But I did tune …
SoFi is one of the only nationally chartered banks issuing its own stablecoin. Here's why that could matter more than the market is pricing in.
Bois! This sub has helped me out a lot and this post is more of a journaling excercise, but I'm also open to discussion regarding my 2 big position where I'll be investing all of my idle capital (that I've …
The way I look at Meta is that you’re effectively buying Meta 1.0 and getting a potentially enormous Meta 2.0 on top. **Meta 1.0 — the Family of Apps (Indirect AI beneficiary)** This is already an incredibly efficient money-making machine …
I moved most of my portfolio to Berkshire given where we are as a country with debt, rates and stock market all time high because i am not sure where to park my money. i dont want cash either. But …