Posts
How will rising food prices affect food stocks?
Hi, everyone. I have a thesis with no evidence and I’m curious what people think. I’ve watched General Mills (GIS) and Kraft (KHC) plummet for awhile now and they’re both very beaten down from some poor fundamentals but I’m curious if the oil shock and subsequent inflation is going to …
Roth IRA + Traditional Brokerage Question
Hello all, I’ve recently started buying into VTI in my Roth IRA. This obviously caps at $7000 a year and won’t be touchable till I am much older. I’m currently 36. I put 10% of all of my checks into my 401k with my employer matching 5%. I make $90,000 …
Are The Rolling Stones infamous tax shelters really all that savvy ?
It seems that the Stones' financial deals are often in the media. Google shows countless articles in the last 20 years centered specifically around the bands tax aversion tactics. Fortune Magazine even made a cover story of it in 2001. With that, I ask, is what the Stones are doing …
Microsoft network effect on office suite
Google has been offering doc, slides, sheets FOR FREE for the last 10 years. I'd argue it has all the same if not better functionality. But Microsoft office is all about network effect not the functionality. When your vendor and your customer send you .xlsx and .pptx, and you don't …
Help me choose an ETF for the long run
Hello everyone, I’m looking for some advice on choosing an ETF that I can buy & hold for the next 20–30 years. I need to choose between HIWS and IGDA. (IUSD is also an option, but since it distributes dividends, I think the other two may be better because they …
17 años y 600€/mes: ¿Cómo completar mi cartera de MSCI World + Vanguard Emerging?
Tengo 17 años, estoy de prácticas y cobro 1200 euros vivo con mi padre y hermano mavor (no cuento con independizarme hasta los 25). Esto me permite invertir 600€ al mes. Mi prioridad es tener un fondo de emeraencia de 6 meses. Una vez cubierto. mi núcleo será MSCI World …
Is Zoom Communications a buy after shifting to an AI-first strategy with almost $8 billion in cash?
In its FY26, Zoom collected about $4.8 billion in revenue and $1.9B in GAAP Net Income (+88% YoY) at a 13x P/E and 4.8x P/S - with about $8 billion in cash on the balance sheet. I'm considering starting a position in Zoom Communications after diving into their AI-first strategy. …
Using Claude to screen Indian equities: has anyone built this?
A bit of context: I've worked with a few wealth managers in India, and the quality of their advice has been genuinely poor. A recent example: during the Iran conflict, they were pitching airline stocks. Recommending an oil-sensitive, geopolitically exposed sector in the middle of a Middle East flare-up is …
2026: Crystal Ball Awards (Q1)
# 2026: Crystal Ball Awards (Q1) --- ## January - [The Greenland Rug Pull: Nuking the Markets for a Glacier](https://www.reddit.com/r/investing/comments/1qfpud2/the_greenland_rug_pull_nuking_the_markets_for_a/) - [A bear case for Mag7: US is burning its "Trust Capital"](https://www.reddit.com/r/stocks/comments/1qga088/a_bear_case_for_mag7_us_is_burning_its_trust/) ## February - [Are the Markets just fraud at this point?](https://www.reddit.com/r/investing/comments/1qxso6q/are_the_markets_just_fraud_at_this_point/) - [Are we simply past the peak?](https://www.reddit.com/r/investing/comments/1r84hms/are_we_simply_past_the_peak/) …
Been scared to reinvest my 401k, best investing resources used to make decisions?
Hi, I was laid off so I switched my 401k to an IRA and I haven’t reinvested it yet because it was losing money since the beginning of the year while it was still in my old employers plan (before it was like 16% earnings for the couple years prior) …