Posts
Which IPO are you most excited for?
The 2026 IPO calendar is stacked with heavyweights like SpaceX, OpenAI, Anthropic, and Chime. After the X-Energy heat, I think the second half of the year will be a historic test for high-growth tech valuations. Which 2026 IPO are you most excited for, and which one do you think is …
I ran Joel Greenblatt’s Magic Formula for 1 year. Finished +35.48%. Here’s what happened.
I read Joel Greenblatts "The Little Book That Beats the Market" last year and decided to try the *magic formula* for myself. If you have't read the book then in summary the idea is to pick stocks that are are a good price and make good returns on invested capital …
Arch Capital (ACGL), a $34B specialty insurer I've been researching. Here's my analysis.
been working through Arch Capital for the past few weeks and wanted to get my notes down somewhere. posting here because I'd genuinely like to hear what I'm getting wrong. short version of why I bothered. it's a specialty property and casualty insurer, plus reinsurance, plus mortgage insurance. roughly $34B …
High school student looking to build a finance project. What problems need solving?
Hey, high school student here I am looking to build a program that solves real world finance problems people deal with If you have run into something frustrating in areas like budgeting, investing, taxes, or tracking expenses that you could not find a good solution for, I would like to …
Big Pharma Peptide investing
So almost everyone at my gym is on peptides, it seems every moderately wealthy man over 50 I know is on TRT or Reta or some mixture of 4-6 compounds. The results from Reta are unreal and people are swearing by them. Not that peptides are a secret or even …
The Absurdity of the Bitcoin Investor: Replacing Future Benefits for Past Phantoms
People who have invested enormous amounts of electricity and capital to obtain records on the Bitcoin blockchain often justify their decision by pointing to fiat money. They argue that fiat currency is also merely a record, one that exists on paper or in a bank’s database, yet people routinely exchange …
UAE ditching OPEC at the beginning of May
https://www.cnbc.com/2026/04/28/uae-opec-oil-iran.html Wild move on relatively short notice; seeing whether the rest of the cartel remains stable is a big thing to watch for, along with where exactly long-term oil prices settle after what will almost assuredly be an extended period of high volatility. We tend to see a range of …
SOXQ vs SMH Trend in 2026
I hold both ETF's in my portfolio (DCA issues over time) and I have noticed that SOXQ has beaten SMH across most metrics so far over the past year. Using Stock Analysis... 1 Year: SOXQ = 138.75%, SMH = 133.06% 6 Months: SOXQ = 40.99%, SMH = 37.25% 3 Months: …
Unpopular opinion: The market is massively overestimating AI's ability to replace human jobs anytime soon
Corporate America seems to be pricing in a massive productivity boom where headcount goes to zero, but the reality on the ground is completely different. The narrative that AI is about to wipe out the white-collar workforce is mostly hype being pushed by the companies selling the chips and the …
China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
CATL launched sodium-ion batteries at scale and BYD is building massive production facilities for them. Sodium is 500 times more abundant than lithium and can be extracted from seawater. CATL already cut its lithium mining targets. Think about what that means for every lithium miner people have been piling into. …