Posts
The global advertising market
I wonder what you think about the market for advertising. To me, competition is increasing and a slow down in this market is a serious risk to many businesses. A lot of companies rely on advertising as important revenue stream. Obvious ones are Alphabet and Meta but also Amazon has …
i’m officially "ai-ed out"... am i the only one who thinks the hype is finally hitting a wall?
im tired of every company adding 'ai' to their press release just to pump their stock lol. i was looking at some software firms today and half of them are trading at 50x earnings but their actual revenue growth is mid at best. it feels like we’re moving from the …
is the iran drama actually gonna kill the 2026 rate cut hopes?
just saw oil spike 4% overnight cuz of the potential strikes on iran. brent is already at $71.72 and wti is hitting $66.67. if this escalates during ramadan, i feel like global supply chains r totally cooked lol. im trying to see if this is just military posturing or if …
CRM Oversold, Asymmetric Opportunity For Massive Re-rate at $185
As the title says, I think there’s a big opportunity here. Quick thesis: 1. Stocks trading at 15x forward earnings despite raising guidance on their last call 2. Stocks been hammered due to indiscriminate selling in the SaaS space 3. Salesforce is different than a lot of SaaS because it’s …
2026 stock picks and strategies
I’m looking to collect under the radar picks and stocks that have given your portfolio meaningful boosts. Mainly interested in companies that are fundamentally strong, possibly under the radar (not a necessity), have upside in both the short and long term, and aren’t fully priced in yet. Here are my …
Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
Private credit group Blue Owl will permanently restrict investors from withdrawing their cash from its inaugural private retail debt fund, backtracking from an earlier plan to reopen to redemptions this quarter. The New York investment group on Wednesday said investors in Blue Owl Capital Corp I would no longer be …
Anyone considered that buybacks over a decade plus has removed a lot of liquidity?
Simple Q, anyone given thought to this? Constant buybacks replacing dividends in the main has removed a lot of stock from circulation over the last fifteen years or so. It also gives companies an interesting lever to pull if they need more funding, they can reissue the stock at a …
Can I contribute to spouse’s 403(b) myself? Ideally trying to do for 2025 & 2026 tax year and I’m assuming 2025 could be posttax contribution only.
My spouse has been only doing max contributions to her 403(b) plan despite my recommendations to ensure it’s max’ed out each year. I’ve been doing a backdoor Roth each year for her instead but clearly not sufficient. Can we do posttax contribution until I finally get this straightened out? Background: …
2450% Gain since 2022 - No Leverage, No options.
I wanted to share my investing story so far, to encourage others to start. My main advice to new investors is to take full advantage of their TFSA, it's the best place to make moonshots like this one. I started with $15,300 back in 2022, and as of now, I'm …
Anyone here borrowing against crypto instead of taking a bank loan?
I’ve been weighing two options lately and can’t decide which makes more sense. Option 1: apply for a traditional personal loan through a bank. Option 2: borrow against part of my crypto portfolio (around $200K total holdings) and take out roughly $50K in stabelcoins or cash. The main reason I’m …