Posts
Why is the market ignoring this company’s valuation shift?
I've been following JOYY for a swing trade, the technical setup looks interesting as fundamentals, I feel like the volume profile about to shift. JOYY is basically trading at its net cash value, giving them a massive position compared to most tech companies. That's your margin of safety when you …
Rule of 40 at 127% vs a 208 PE: How are we valuing PLTR growth right now?
I know this is usually seen as a growth play, but the Q4 filings show some unusual discipline for a software firm. Adjusted FCF margin is sitting at 56% with 7.2 billion in cash and negligible leverage. The part that stands out from a value perspective is the 1.6% annual …
Value investing tool that optimally turns market dips into higher‑return opportunities
Hi everyone, I’m a product manager working with a small fintech team in India, and I’d love to get feedback from this community on a tool we’re building before we scale it up. Most of us invest in mutual funds through **simple SIPs** or occasional lump sums. SIPs are great …
BRICS prepares to launch precious metals exchange amid gold market volatility
According to the source, the BRICS alliance is preparing to launch its own precious metals exchange as part of a broader effort to strengthen financial independence and reduce reliance on Western-dominated systems. The proposed platform would allow member nations to trade gold, silver, and other key metals using alternative pricing …
The Fearless Forecast for February 17, 2026 for DJIA
**The Fearless Forecast for February 17, 2026 for DJIA is:** (SU = Small Up; LU = Large Up; SD = Small Down; LD = Large Down) * **Bucket:** Down Streak (<3) * **Volatility score:** ≈ 1.20 (moderately elevated) * **Probabilities:** SU ≈ 36% LU ≈ 17% SD ≈ 27% LD …
Hi ho Silver, AWAY...to $1k?????
Karel Mercx discusses his theory on Silver's potential to $1k and why silver's run may be far from over. From discussing the[ DOW/Gold ratio along with the Gold/Silver ratio](https://x.com/KarelMercx/status/2023049691064078705?s=20) to [reckless futures cowboys to the physical availability of silver itself](https://x.com/KarelMercx/status/2020166396605252069?s=20), he makes a compelling case as to why investing in …
Webull or Moomoo brokerage
Both seem so similar, any tips deciding between Webull offers free ETF's, and tiny amounts for trading shares. with a pretty good global reach. Moomoo offers $3 per trade with ETF's and shares (AUS Market). and $1 per trade with shares ETF's, and fractional shares (US Market). However for $10 …
Steering away from options, want some help
So as you can read from the title, I am steering away from options and want to invest in shares. How do you guys pick what shares you are going to buy, lets say you have 3k to start off. I already have a roth ira set aside for etf …
Roth IRA: am I doing too much
Alright, give it to me straight, am I doing too much? After reading through too many threads and tinkering, I have set my Roth IRA to 50% AVUS, 35% AVNM, 10% SPMO, 5% IDMO. I am a fan of the slight factor tilts on broad indexes and over time, I …
What are people doing as far as cash positions? Are you fully invested? Raising cash, and if so how much (5%, 10%, 20%, more)?
The buffet indicator (normally he sells at 120%) is now at 220%. Berkshire has $320 billion in cash and has been a net seller over the last 2 years. Should we all be raising cash for whatever correction is coming? Especially if you are 10 or less years from retirement.