Posts
Defense Contracts & FCF - Looking at L3Harris Corporation (LHX) and Honeywell (HON)
L3Harris (LHX, referred to in the data by its old name Harris Corporation) federal action obligations have spiked from a steady $400M-$500M since 2021 to $1.21B in 2025, but that doesn’t seem to be reflected in its price. Is the market missing something? In my zeal to become an alt-data …
Feedback on portoflio appreciated
Hi all, I'm looking for a feedback on my portfolio allocation. FYI I'm 36yo from euorpe and living in europe in a country with no capital gains taxes. 1) Current portfolio (invested since about 13 years and using US etfs as they are more tax advantageous in the country I …
Anthropic is catching OpenAI in enterprise AI. Who benefits?
Ramp says over half of U.S. businesses on its platform now pay for AI tools, and its latest data shows Anthropic passing OpenAI in paid business adoption, 34.4% vs. 32.3%. That is a pretty sharp reversal from earlier this year, especially since Anthropic was already leading among VC-backed companies, software, …
Just here to Post my Annual Stock market is about to get completely Destroyed post.
That's right. I’m back again with my annual/bi-annual doom and gloom post about why the stock market is about to get absolutely clobbered. Yes, yes – I’m a glutton for punishment. This will be a long post. Probably an incredibly long post. Admittedly – I’ve been wrong on this thesis …
Thoughts on this article? "Micron Technology Stock Will Skyrocket to $2,000 in 1 Year"
[Thoughts on this article? "Micron Technology Stock Will Skyrocket to $2,000 in 1 Year"](https://www.reddit.com/r/MU_Stock/comments/1tcfhkg/thoughts_on_this_article_micron_technology_stock/) While all the institutions are raising the target price of MU with re-pricing (1000-1500), new article on motley suggests that MU stock can reach 2000 by next year if supply shortage persists. Per DRAM CEOs and …
How did your Art investments go?
I randomly remembered that there were a lot of advertisements for partial investments in art and paintings from around Covid time (I'm not including the name so I don't violate any rules). I am wondering if any of you invested in these and what the returns have been (if any?) …
Anyone heard of Ventore Group? Just saw an ad for "fractional luxury hotel" investment and ran a deep dive...
**TL;DR:** Ventore Group (ventore.com) is a Dubai-based fractional ownership platform pitching boutique hotel investments in Bali, Cape Town, etc. The founders are real, well-known travel influencers (Marie Fe & Jake Snow, plus Nils Ehrenfried), and their past hotels are real and well-reviewed. BUT... no legal entity disclosed, no regulator license, …
Buy-and-hold only investors: Do you/when do you take profits?
I'm curious on the thought process folks in the "buy and hold" realm use to determine what to do with winners. And I suppose - I should break it down further; decision process on mid/small/micro caps. Some ground rules, so to speak, on my question: * Nothing against "traders" - …
What stocks are you curious about but too afraid to invest in?
I'm starting a new series where my dog chooses between two investments, and whichever one he picks, I put $10 into it. The series only works if people comment ideas for what he should choose from next, so I’m looking for more investment options to include. What stocks, ETFs, or …
South Korea’s stock market capitalization has surpassed Canada, the United Kingdom, France, Germany, and Australia to become the seventh-largest equity market in the world.
Overtaking several major economic peers, South Korea’s total valuation now surpasses Canada, the United Kingdom, Germany, France, and Australia. Global Stock Market Capitalization (May 2026) |Country|**Stock Market Capitalization (USD)**|**Global Rank**|**Core Valuation Drivers**| |:-|:-|:-|:-| |🇰🇷 **South Korea**|**$4.59 Trillion**|**#7**|Artificial intelligence hardware and memory chips.| |🇨🇦 **Canada**|**$4.52 Trillion**|**#8**|Natural resources, banking, and energy infrastructure.| …