Posts
Any other companies like MSTR?
I’m trying to find companies that own assets that are valued higher than their current market cap. For example, MSTR owns 761,068 BTC which is valued today at $56 billion but their market cap is only $49 billion. Any other examples of companies that own more stuff than what the …
gold and commodities down? Why gold?
I guess I dont understand the elusive mojo for gold. Gold has gone down since the Iran war started and the dollar has gone up. Commodities have gone down. Why? I see the war as harmful. SO: I can understand commodities, because the war is reducing consumption. So copper ect …
Hypothetical - how to position investments for a global debt crisis?
Hypothetical because I'm mostly a passive index investor and will likely continue doing what I do either way. But I'm curious what opportunities, or simply safe havens, investors are considering during a sudden global unwinding of the insane levels of personal, private, institutional, and government debt. How would you want …
Looking deeper into $NRED and why small miners still attract attention
One of the things that keeps drawing investors toward the mining sector is the possibility of discovery. Unlike many industries where growth happens slowly and predictably, mining companies can experience dramatic changes when exploration work confirms new mineral resources. That idea is part of what made me look closer at …
Been investing for 2 years and finally think I am ready to start opening positions in indivisible stocks
I’m 27, for the last 2 years I’ve been 100% indexes, I’m starting to think I’m doing myself a bit of a disservice for not taking a bit more risk, I think with this market pull back maybe is a good time to get into individual stocks in my ROTH …
Is the current geopolitical tension around oil creating value opportunities?
I don’t usually post long threads here, but the recent developments around the Strait of Hormuz and oil supply risks made me start thinking about something from a value investing perspective. A lot of discussion in trading communities right now is focused on **short-term oil price spikes**, but I’m more …
33 years old, $50 every week into SWPPX. Mutual fund Bad idea?
“Mutual funds are open-ended, which means the fund company creates or cancels shares based on investor demand. The challenge is capital gains distributions. In a high-turnover mutual fund, or one that realizes gains and losses throughout the year, investors can receive a capital gains tax bill even if they never …
Is anyone here thinking of selling US assets? Cashing out?
I've been investing my own portfolio since the 1990s, mostly just buying and holding a conservative mix of stocks and bonds. Right now, I fear Trump is destabilizing the world economy and markets worldwide will implode. The last time the world suffered oil shock was in 1973 (https://en.wikipedia.org/wiki/1973\_oil\_crisis). People were …
How the best auto refinance companies in 2026 actually work, the soft pull step most people miss
There's been a lot of discussion in personal finance spaces about auto refinancing but not much explanation of how the process actually works at the companies doing it. Worth breaking down what caribou specifically does since the name comes up a lot. The starting point is a soft pull prequalification, …
What do I do with profits?
I’m a little stuck in what to do with profits in a Roth IRA for a stock pick that hit. I don’t normally buy individual stocks and am in FTEC in Roth IRA, VTI in traditional, and FXIAX & the international fidelity fund in my 401k. I got extremely lucky …