Posts
Seeing Real Solar ROI in Our Office 🌞
We invested in solar for our office a while back, and with energy prices climbing steadily, the financial and operational benefits are clear. 🌞 Comparing historical utility costs with today’s reality, the savings are significant, and it’s helping stabilize our energy budget. Beyond cost, using cleaner energy aligns with our …
TD SYNNEX ($SNX) - A massive re-rating waiting to happen
TD SYNNEX is one of the world's largest IT distributors. The market prices it like one. It's actually two fundamentally different businesses. Distribution: $1.72B annualized operating income, growing 42% YoY, mix shifting toward software, security, and cloud. At 9x (peer midpoint), that's \~$15.5B EV or roughly the entire current market …
Question around hardware products for investors
Does anyone here have an idea for hardware that could be used only by investors? What do you have a problem with that can be solved by a hardware device? For example, a laptop that is only for investing, with no apps other than what you need, and my software …
Bitcoin’s Necessary Reset. The Case for a $40K–$50K Reality Check
**Feel free to have an open discussion with me! I like it when people agree to disagree with me. :)** Bitcoin has struggled to stay above the $70,000 threshold for nearly a month, underscoring waning momentum after its record-setting rally earlier this year. The level has emerged as a key …
Morningstar claimed XOVR ETF had undisclosed fees and a stale NAV. I checked the SEC filings. Wrong.
Been down a rabbit hole on this one. Thought it was worth sharing. Morningstar has this reputation right, gold standard of independent research, no agenda, just analysis. That's literally their whole value proposition. Which is why I found this so strange. One of their analysts spent the last 12 months …
Anthropic ARR hits $30 billion
* Start of 2024: $100m ARR * Start of 2025: $1b ARR * End of 2025: $9b ARR * End of Feb 2026: $19b ARR * Today's Broadcom/Google announcement: Over $30b ARR They added $6b in Feb through a comment from Anthropic CEO. This means they added about $11 billion …
Done very well with a managed portfolio, opened a brokerage acct for my gf. What I learned, and my broker's advice.
This may be of no interest to anyone, but I've learned a lot lately about investing. The short backstory is that I've been invested for my entire life, and I'm in my 50's. It's always been managed by a broker, and until very lately, I rarely looked in it. When …
Hedge Funds Post Largest Net Short on Global Equities in 13 Years: Goldman Sachs
Source: [https://beincrypto.com/hedge-funds-short-stocks-record/](https://beincrypto.com/hedge-funds-short-stocks-record/) Goldman Sachs prime brokerage data shows hedge funds sold global equities at the fastest pace in 13 years in March, he second-largest selling pace since Goldman started tracking this in 2011. Short sales outpaced long purchases by a ratio of 7.6 to 1, with 76% of those shorts …
Any tax implications/forced sale if/when a massive company gets absorbed into VT/VTI?
I imagine when a company goes IPO and is absorbed into the `CRSP US Total Market Index`to keep the allocation tracking the index they have to sell some stocks and buy the new stock to rebalance. This is fine when an IPO hits and the company is valued at around …
Active Investing Is Better Than Passive Investing
**for the right people**. I know this will cause controversy, but I genuinely believe that if you are a relatively intelligent, but more importantly patient person who is able to contain their emotions, you shouldn't be buying the index. If index investing makes you happy and feel secure, that's fine …