Posts
Portfolio advice in retirement
Currently VTI 70% and VXUS 30%. The problem is that I can really hit my target number of 1.25M sooner than later and I want to reallocate to dividends (call it at 4% so $50k/year gross), and live off the dividends without touching the principal. This is in my taxable …
Has anyone seen this interview today by GME CEO on the "acquisition of eBay"?
And eBay stock went up over this? Does anyone else feel that we have long past irrational exuberance characteristics of the 2000 era dotcom implosion? I mean listen to this guy on the interview, it's nuts... [https://www.threads.com/@mcshauno/post/DX7wn5OkewC?xmt=AQF0jWUBc\_FVnMYRoGGmfFXcBB63YsTyQxNcn8S1vvYIUQ](https://www.threads.com/@mcshauno/post/DX7wn5OkewC?xmt=AQF0jWUBc_FVnMYRoGGmfFXcBB63YsTyQxNcn8S1vvYIUQ)
Is Brian Niccol the worst CEO for long term brand health? ($SBUX)
At Chipotle he raised prices four times between 2021-2023, while he quietly cut quality, ruined the brand, and shrank the portions. Pocketed over $100M across his tenure while the stock ran 773% due to his short term strategy and before demand could decrease. Then left as the shrinkflation backlash went …
What today’s headlines may actually mean for freight resilience, tariff refunds, and the return of an energy risk premium
Today’s headlines look disconnected, but I think they point to the same investment question: what parts of the global economy are still functioning well, and what parts are quietly becoming more expensive to trust? China’s Q1 freight data is one of those numbers that doesn’t look exciting but matters more …
Who Controls the Space Controls the Economy: Mapping the Space Economy Bottlenecks
Happy May 4th. Recently, I was interested in finding out the bottlenecks that are lagging behind main sectors. I picked Space Sector this week paying homage to Star Wars. Most investors are watching rockets, launch companies, and the flashy space narrative. But the real opportunity may be in the less …
ServiceNow’s AI bet: can workflow software reaccelerate?
ServiceNow's Analyst Day pitch is less about the $600B TAM slide and more about whether AI can keep a mature workflow platform from decelerating: $NOW did \~$12.9B of subscription revenue in 2025 and is guiding to \~$15.5B-$15.6B in 2026, so getting to $30B+ by FY30 requires roughly 18% annual growth …
Performance of Self Storage REITs
I invested $50K in a REIT called Reliant Real Estate Management Self-Storage Fund IV in early 2024 (https://www.reliant-mgmt.com/ ). They indicated based on past experience that the overall returns would be significant, averaging 9% per annum. However there were no distributions in all of 2025, and so far none in …
$15K to invest 31 yo portfolio
I’ve got another $15K I want to put to work for medium–long term returns. I’m in a solid spot financially, so I’m okay taking on some risk, but not trying to gamble it away. Debating just running VOO or putting it into medium-risk tech stocks and emerging sectors. What would …
$200k in divorce. What to do?
Divorcing l and will get about $200k from home equity. I’ll be renting for the time being. I’m 40 with about $200k in retirement funds. What should I do? Large down payment on a new house? Half of it to invest and half down payment? Rent and invest it all? …
SpaceX IPO effect: Will we begin to have index based funds, but they don't invest in particular index companies?
With the SpaceX IPO coming up - initially I was excited about it. Then, it was for SpaceX + xAI + Twitter - all of which are not value add, but value subtract from SpaceX. Now, will there be funds which are technically index based, but don't invest in certain …