Posts
Rereading my investment plan from Sept 2024 (which I failed to hold to) and sick to my stomach at what it cost me.
In Sept 2024 I wrote an investment plan, which included a page of musings on the philosophy of investment, followed by a couple paragraphs on what I planned to invest \~$4,500 in on a bi-monthly basis once I started making some serious income. Since then, I broke from that plan …
Marvel beat earnings but it's down aftermarket. Time to buy in?
I love greedy people. They are always so predictable. Marvel beat quarterly earnings once again but it's down in aftermarket trading from profit taking. I can finally buy-in at a discount! Now why can't this happen with companies like Micron and SanDisk occasionally...lol.
21 year old college student with $10k saved, what would you do in my spot?
I’m a 21 year old college student and have about $10k saved right now. About $3k is in my Roth IRA all in VOO, and the other $7k is in AAPL. Apple’s up around 25% since I bought a couple months ago, so now I’m kinda debating what I should …
I want to diversify significant NVIDA position into AI specific ETFs- How would you think about this?
I currently hold NVIDA, IONQ, and NBIS as individual AI positions. I want to add ETFs alongside them. Here's what Im trying to figure out: \- Which AI growth ETFs to invest in? I'm thinking DRAM, SMH, SOXX, WCLD, ROBO, BOTZ, SRVR. This list gives me broader coverage across AI …
People who invest in only a few stocks and go all in, how to you manage risk?
I moved on from ETFs and am doing individual stocks. I’ve been doing decent w the bull run but I’m holding I believe 35 stocks as of writing this. Some are doing better than others. Well I sometimes see posts from time to time of people starting w 100k and …
Consolidating after-tax brokerage accounts
If I have SWPPX in schwab but now want to move all of my stuff to a Joint account in Vanguard, will this trigger a tax bill? The SWPPX has appreciated and it will be selling at a gain. I don’t believe Vanguard can carry SWPPX so I think they …
CoreWeave SEC Filings and Credit Agreements
So I took a closer look at CoreWeave’s SEC filings and credit agreements. Turns out there were some details that didn’t make it into the IPO coverage: * They’ve got $2B in debt service obligations against $2.2B in revenue for H1 2025. * There were some technical defaults last year …
Sweetgreen $SG is a prime acquisition target.
If you live in NYC, you would know $SG is the OG for fast casual healthy eating. Yes, it has collapsed since Covid but the brand is still very strong as its digital ordering IP. It’s currently rallying and I see Chipotle $CMG has a potential acquirer of the $SG …
90-10% investment strategy in equities + money market
I read this opinion piece in the WSJ recently where Robert Pozen, formerly the president of Fidelity asserted that for investors with at least one million to invest, an investment strategy of 90% in a low-fee S&P index fund + 10% in a money market can in the long run …
be greedy when others are fearful and fearful when others are greedy
just a reminder... love and your welcome the actual Buffett trade isn't "sell AI" or "buy the dip." It's noticing that the consensus *is* fear-of-bubble, and the contrarian position is now boring: own the companies whose earnings actually compound regardless of whether Nvidia's multiple compresses 30%. SCHD has quietly perked …