Posts
Delta Airlines is different then every airline, I think it'll be the best recovery play
Every time oil spikes people just say airlines are bad and move on. And yeah, for most of them that's right. Fuel is 20-25% of operating costs, Brent goes to $100, and the financials get ugly. But Delta is a genuinely standout company in the best way and I don't …
Five big concerns about the Middle East war
There are five big concerns rights bothering me right now about the US conflict with Iran. The fact that the US thinks it's won because it's destroyed buildings and killed the leadership, when the revolutionary guards have a distributed command structure, are loyal to the government and then to local …
Is a €16M valuation reasonable for a €5M revenue personalised ecommerce company? (Crowdcube analysis)
I occasionally look at companies raising money on platforms like Crowdcube from an operator perspective. One campaign I came across recently is **BubblyDoo**, a Belgian company selling personalised children’s products. Quick overview: Revenue around €5M Valuation about €16M pre money Products sold in roughly 20 countries Growth reportedly close to …
Recent market impacts for new investors
Recent market impacts for new investors Hey everyone, I’m a relatively new investor (about 3 years in) with most of my money in a Roth IRA and some CDs. My Roth is a 60/40 split of domestic and international total market funds, which seemed like a solid, boring plan until …
Med aesthetics business in SD
Hi all, I run a medical aesthetics clinic in San Diego, CA. We currently have 4 IT staff, but with cost-cutting measures coming up, we’re considering outsourcing some IT services instead. From a financial and investing perspective, I’m trying to figure out if outsourcing IT is really worth the investment?? …
Saudi Aramco reducing output at two oilfields, two sources say according to Reuters
Saudi oil giant Aramco has begun cutting output at two of its oilfields, two sources said on Monday, after the vital Strait of Hormuz was choked by the [U.S.-Israeli war](https://www.reuters.com/world/middle-east/khameneis-hardline-son-mojtaba-appointed-irans-new-leader-pope-leo-warns-middle-2026-03-09/) on Iran and subsequent attacks on the waterway. It was not immediately clear at which fields and by how much …
How deep do you actually go when researching a new position
I’m curious about everyone’s research process. When you’re looking into a company, what level do you usually stop at? Do you mostly stay at the **sector** level (e.g., Technology or Energy) Or do you feel the need to go deep into the specific **industry** for every single ticker (looking at …
Best portfolio software for personal use??
Hi everyone. I have ended up with investments at several different financial institutions, most all funds and an etf or 2, plus some bonds and physical metals. So now I'm having a hard time being able to see the big picture. I want to be able to see how many …
Fund advice needed for daughter's 18 year account
I'm in the UK and starting a Vanguard junior ISA (essentially a tax free stocks and shares account) for my daughter who's 3. Considering it isn't to be uesd until she's 18 or so, what vanguard fund would folks here recommend? The following keep coming up in the research I've …
Oil from $71 to over $90 in one week after US-Israel strikes and Iranian retaliation – geopolitical shock or the start of a real supply squeeze?
This week, oil made a violent jump: the barrel went from around **$71** to over **$90** (Brent) after US-Israeli operations on several Iranian military sites and Iran's missile retaliation on US bases in the Gulf (Qatar, Kuwait, UAE, Bahrain). The market reacted instantly: * Massive geopolitical risk premium → extreme …