Posts
Georgia (Oportunidad de inversión) (Economías emergentes)
**Georgia (el país, no el estado) lleva años creciendo al 8% anual y casi nadie en occidente lo está mirando** Lo descubrí casi por casualidad buscando ideas fuera de los mercados habituales. Estaba harto de mirar las mismas acciones de siempre y empecé a buscar economías con crecimiento real, no …
Should I ditch minium volatility?
Hi everyone, I’m reviewing my portfolio and would really appreciate some input. Right now I’m allocated like this: 20% Small Cap Value 20% Momentum 20% Quality 20% Minimum Volatility (that I was thinking about removing) 20% Classic market-cap weighted (CAPM-style index) I’m considering whether to remove my Minimum Volatility allocation, …
Ryan Cohen offers $56B to buy eBay
Ryan Cohen, GameStop chairman and CEO, submitted a non-binding $56 billion proposal to acquire eBay at $125 per share after quietly accumulating roughly a 5% stake. The deal would be financed with GameStop cash reserves, bank debt and newly issued GameStop shares and would merge GameStop’s retail footprint with eBay’s …
Microcaps are outperforming the S&P
The IWC Microcaps Index is outperforming the S&P for 12 months straight. With this in mind, I've done some research for the past couple of hours. 5 microcap/small cap stocks stand out. 1. ClearSign Technologies - Industrial emitters, revenue acceleration QoQ, exceptional CEO veteran with specific knowledge and skills, strong …
What's more important than power in the AI era?
I've been doing research about what kind of bottlenecks that actually last. The story now is not much about GPU any more. It shifts to CPU now as AMD and Intel explode. I do think RAM (HBM) is even more important as agentic AI requires tons of Ram. But eventually …
A bunch of quotes from Warren Buffett
Warren Buffett is one of the most successful investors of all time. Here are some quotes from him that I hope can be useful if you haven't heard them before. "Be fearful when others are greedy and greedy when others are fearful." "Price is what you pay. Value is what …
Glide Path / Asset Allocation / Target Date Funds - Suggestions & Feedback
I got to looking at various Glide Paths from large Fund Families regarding their Asset Allocation. Needless to say, Bond's performance has been lackluster and does not hedge risk like it did in the past. Thus, I am focusing only on Bond's subcategories that have a CAGR above 3% over …
How would you invest 1500 a week?
I currently make 1.5k a week i am trying to figure out how to do better with my life meaning, i want to invest my money instead of just wasting it everywhere, i pay about 1300 a month in bills, so i have plenty to invest into something, i know …
150k in cash currently , How would you grow this
Hi all, from working 9-5 and through crypto currency i’ve managed to put a nest egg away of 150k. i’ve just recently had a baby and am stuck in the pickle of now buying a house or continuing to rent and building into my savings. I currently have the cash …
Backdoor Roth annual contribution question
I opened an IRA and completed the backdoor Roth conversion a few years ago. I read something today that's making me think I'm doing my annual $7500 contributions wrong. We do it as a lump sum every fall and I'm adding that amount directly into the Roth IRA account. Am …