Posts
Distribution Solutions Group $DSGR
I just shared a post on my Substack about a take private proposal from the majority owner. I think it's a super interesting situation. Would appreciate any thoughts or feedback. TLDR below & link in bio LKCM, the majority owner of DSGR wants to take the company private. The stock …
Do you think the MSCI World Index or the stock market as a whole will fall even further, or have we already hit bottom?
With the Iran situation fueling heavy market volatility, the big question remains: Is the geopolitical risk fully priced in, or is there more downside ahead for global equities? Historical patterns suggest resilience, but the energy impact is real. Are you strategically buying the dip now, or are you staying on …
Taking advantage of overseas chaos?
Is anybody investing heavily into certain stocks that have been lowered a good amount because of the overseas BS that’s happening,and think when it bounces back, it’ll have been a great play? I’m very curious ever people are looking at and investing in during this time.
Question about Freetrade (UK broker)
Dear all, I have a lot of investments and I found this page the other day about current offers for portfolio transfers: [https://www.stockbrokercompare.co.uk/special-offers](https://www.stockbrokercompare.co.uk/special-offers) A couple of these offers are, on the face of it, pretty spectacular. I'm already engaged in transferring some stuff to Charles Stanley which should give me …
Does anyone know if Lunicapital a scam?
My dad invested £150 last month into Euro/USD and now that £150 is apparently worth nearly 8k. Which we know is unrealistic. I’ve heard some good things about Lunicapital but I’ve also heard some bad things, like that they are a scam. Just wondering if anyone could give any advice …
blew up my second account before i figured out something embarrassingly obvious about position sizing
ok bear with me because this is kind of embarrassing i was sizing by shares for like two years. just... pick a round number. 100 shares, 200 shares, whatever felt right. and i never really thought about it that hard because the math seemed fine except it wasn't fine at …
Why is no one talking about how profitable foreclosures can be once you figure them out? My income for the year is $700k
Today I’m going to talk not only about a field that everyone overlooks, but also about how to get into it. I've been working in foreclosure real estate for a year now. In that time, I've made 700k. And I feel like almost nobody in my circle is even looking …
Oil moved 12% in 90 minutes yesterday on the Iran strike postponement. The people who knew first made money. The rest read about it on CNN.
The information asymmetry on geopolitical events is the biggest edge in energy markets right now. Yesterday the Trump/Iran strike postponement was on squawk feeds at 11:05:32 GMT. Brent was already moving before most retail traders had seen a headline. I run a concentrated Iran/energy portfolio (LNG, Shell, BAE, Rheinmetall) and …
when a company announces buyback program, does this mean a good signal?
im tracking down the AVs sector for a long time now and recently WeRide Q4 doubled their revenue, narrow losses by 34% and they also announced $100M buyback which has me considering the cash incinerator label for this industry. Companies like Tesla or Aurora are looking for the next multi …
Am I missing something on UiPath ($PATH)? The market is sleeping on the Microsoft and Deloitte deals, their unmatched security moat, and the massive sector validation from Meta buying Manus.
The market is obsessing over the heavy insider selling and the massive stock-based compensation (SBC), basically treating the stock like a dying legacy tech company instead of an AI asset. But if you actually look at their balance sheet and the strategic pivot they're making right now, the post-hype pessimism …