Posts
IQM quantum computing - a european player
I already posted this in another sub, but did not get much answers. I stumbled across a news article about IQM and got very interested. I am interested in feedback to this company, because it seems pretty undervalued compared to other quantum stocks on the market, what do you think? …
Is Canada about to validate South Korea's shipbuilding ecosystem?
Canada's submarine competition may look like a defense procurement story. I think investors should also see it as a test of long-term industrial ecosystems.[Canada Set to Select Submarine Supplier as Hanwha Ocean Makes Final Push](https://www.thelec.net/news/articleView.html?idxno=11807) I admit I have a personal perspective. Decades ago, I worked on ship exports at …
Learning the Ropes as a Defensive Investor
I got a copy of Intelligent Investor. My intent is to learn the defensive investor strategy. I was thinking that pharmaceuticals would be a good place to start. 80-90% in to Mutual Funds will continue indefinitely as I’ll never be an expert. l‘m avoiding tech or volatile stocks as I …
Resources on investment analysis and portfolio building
Hello, I am looking for resources. I want some real world examples of investment analysis. If you have any links pls share. I want to look at someone's work; how they went about evaluating an investment, examples of how portfolios were put together, examples of sensitivity analysis, Monte Carlos, anything. …
Why is the market adding single-stock futures? Some thoughts from someone who stood in the CME pits.
**Price discovery is one of the most beautiful things markets do.** But people often talk about it as if there is one final price waiting to be found. There isn’t. There are many prices, each mapping a different cost of owning, holding, hedging, financing, or being early to an asset. …
Why do some mutual funds have 200+ positions?
I've been looking at some Long/Short Mutual Fund exposure (mostly for knowledge building) and I've noticed many mutual funds where they have 200+ positions (this [example](https://www.bostonpartners.com/fund/bp-ls-research-fund/) has 251 long positions and 170 short which too me just sounds absurd). Is this an effort to mimic the benchmark exposure but at …
Quick Recap of June Markets and News
**NOT AI b/c the auto mod thinks it is :(** U.S. stocks ended June 2026 slightly lower, influenced by a stabilizing Middle East, with peace proposals being advanced among major powers, including Israel, the United States, and Iran, to open the Strait of Hormuz and end hostilities. New Federal Reserve …
30M and finally debt-free! Trying to figure out investing now
I spent most of my 20s cleaning up old mistakes, like student loans, credit card debt, and a car I really couldn’t afford. I just paid off the last dollar of debt last month, which feels great, but now I’m realizing I don’t actually know what to do next. Current …
The Worst Investment Advice I Heard This Week
After the AI sell-off this week, I saw people saying: "Don't worry. Everything always comes back." Maybe. But not every stock deserves to. That made me realize there's a big difference between: Holding a great company through volatility... ...and refusing to admit you bought the wrong stock
What do you think of SPMO
What do people think about the ETF SPMO? It’s basically a momentum based S&P 500 stock from what I understand holding the 100 top stocks with the highest momentum from the S&P 500. It has pretty substantial returns over the last decade, but I never hear people talk about it. …