Posts
I kept waiting for "the right time" to invest for 2 years. Finally did the math on what that cost me.
in 2021 i had some money sitting in my savings account. wasn't a huge amount, around $6,000. i kept telling myself i'd invest it when the market corrects a bit. just waiting for a better entry point. market dipped a little. i thought it would dip more. didn't buy. market …
Bloomberg access for a small investment firm
I'm part of a small investment firm that has eight figures under management. I previously worked for a company where we had Bloomberg Terminal and Bpipe access. I was in touch with Bloomberg to try to get access to Terminal for this investment firm I recently started working with. Since …
I’ve been on autopilot for 3 years and just checked my account for the first time in a while
I set up automatic monthly contributions in early 2023 and basically stopped paying attention. Just opened the app for the first time in maybe 14 months. Some things I did not expect: NVDA is now 31% of my portfolio. I bought it in 2022 when it was down and then …
Bloomberg products for a small investment firm
I'm part of a small investment firm that has eight figures under management. I previously worked for a company where we had Bloomberg Terminal and Bpipe access. I was in touch with Bloomberg to try to get access to Terminal for this investment firm I recently started working with. Since …
Needing advice for a portfolio investment
# My TFSA Portfolio 29 years old from Canada and have a 35 year horizon, planning to add money each quarter of each year. I chose the boring strategy but i would like one of the most aggressive/growth picks from ETFs choices they offer. And at the same time, not …
Which under-the-radar companies do you think will be major AI beneficiaries over the next decade?
Hi, It seems like most AI investing discussions focus on the obvious names (NVIDIA, Microsoft, AMD, etc.), but I'm more interested in companies that could benefit indirectly from AI and still aren't getting much attention. For example, Sandisk ended up benefiting significantly from AI-driven storage demand. Looking back, that wasn't …
Robinhood 5% return on cash in Europe
I opened an account with them a couple months ago, thinking of taking advantage of the 5% interest on cash they were giving for a limited time (it was supposed to be until yesterday) Now, to my surprise, they have extended it indefinitely. Seems like a great place to have …
Am I wrong that passive flows, not earnings, are what's actually propping this market up?
Top 10 S&P names are about 41% of index weight now but only around a third of the index's earnings. Every payroll deduction into a 401k or target date fund buys that same top heavy basket no matter what the price is. Feels like real price discovery on the median …
The richest person in AI (Chen Tianshi) is someone I'd never heard of
The single richest person in AI isn't at OpenAI or Anthropic. It's Chen Tianshi, founder of a [Chinese chip company](https://en.wikipedia.org/wiki/Cambricon_Technologies) and he's worth \~$40B. It's surprising to me that there's no list of billionaires whose fortune comes primarily from AI. People must be searching online for and AI billionaires list? …
Intel, AI, neuromorphic computing, and you
In 15-20 years, Intel will likely be the highest valued company in the world. Hear me out 1) AI isn't going anywhere. It is being widely adopted in many industries and is only improving in sophistication and application areas. This trend will only continue. We have been here before with …