Posts
Do you verify the answers of the AI about the 10K? if you do then what's the point of giving it to AI?
Not asking whether to use AI for this everyone already does, myself included(after getting advice from you guyz) . Running a filing through an AI model and asking specific questions is indeed faster than reading 100+ pages, and at this point it's basically the default workflow for a lot of …
IQM quantum computing - a european player
I already posted this in another sub, but did not get much answers. I stumbled across a news article about IQM and got very interested. I am interested in feedback to this company, because it seems pretty undervalued compared to other quantum stocks on the market, what do you think? …
Is Canada about to validate South Korea's shipbuilding ecosystem?
Canada's submarine competition may look like a defense procurement story. I think investors should also see it as a test of long-term industrial ecosystems.[Canada Set to Select Submarine Supplier as Hanwha Ocean Makes Final Push](https://www.thelec.net/news/articleView.html?idxno=11807) I admit I have a personal perspective. Decades ago, I worked on ship exports at …
Learning the Ropes as a Defensive Investor
I got a copy of Intelligent Investor. My intent is to learn the defensive investor strategy. I was thinking that pharmaceuticals would be a good place to start. 80-90% in to Mutual Funds will continue indefinitely as I’ll never be an expert. l‘m avoiding tech or volatile stocks as I …
Resources on investment analysis and portfolio building
Hello, I am looking for resources. I want some real world examples of investment analysis. If you have any links pls share. I want to look at someone's work; how they went about evaluating an investment, examples of how portfolios were put together, examples of sensitivity analysis, Monte Carlos, anything. …
Why is the market adding single-stock futures? Some thoughts from someone who stood in the CME pits.
**Price discovery is one of the most beautiful things markets do.** But people often talk about it as if there is one final price waiting to be found. There isn’t. There are many prices, each mapping a different cost of owning, holding, hedging, financing, or being early to an asset. …
Why do some mutual funds have 200+ positions?
I've been looking at some Long/Short Mutual Fund exposure (mostly for knowledge building) and I've noticed many mutual funds where they have 200+ positions (this [example](https://www.bostonpartners.com/fund/bp-ls-research-fund/) has 251 long positions and 170 short which too me just sounds absurd). Is this an effort to mimic the benchmark exposure but at …
Quick Recap of June Markets and News
**NOT AI b/c the auto mod thinks it is :(** U.S. stocks ended June 2026 slightly lower, influenced by a stabilizing Middle East, with peace proposals being advanced among major powers, including Israel, the United States, and Iran, to open the Strait of Hormuz and end hostilities. New Federal Reserve …
30M and finally debt-free! Trying to figure out investing now
I spent most of my 20s cleaning up old mistakes, like student loans, credit card debt, and a car I really couldn’t afford. I just paid off the last dollar of debt last month, which feels great, but now I’m realizing I don’t actually know what to do next. Current …
The Worst Investment Advice I Heard This Week
After the AI sell-off this week, I saw people saying: "Don't worry. Everything always comes back." Maybe. But not every stock deserves to. That made me realize there's a big difference between: Holding a great company through volatility... ...and refusing to admit you bought the wrong stock