Posts
Does anyone have experience Investing with Sanborn Construction Group?
This group has a YouTube channel (and perhaps tiktok/etc?) where the explore and evaluate dilapidated properties in the Detroit area. They often go though the business side of things - discussing the purchase price, renovation costs and ultimately what they think the property will rent/sell for. Recently they have started …
How much do you keep in checking?
I have my monthly cash flows modeled out, and theoretically I can be putting even more towards investments & still pay anticipated credit card expenses but always like to keep a cushion in my checking for quick liquidity and if statement balances are slights higher one month. My question is …
MSFT vs ADBE vs Micron, which is a good pick?
Hey everyone, I see MSFT and ADBE is quite low now a days and Micron Technology is hitting new high each and every day. Which is the best stock to buy among these? Are all software companies except chip makers going to go down due to AI disruption? It looks …
I've been backtesting strategies for 6 years. Here's why yours is probably broken.
**I've been backtesting strategies for 6 years. Here's why yours is probably broken.** Not trying to be a jerk, but I see the same mistakes over and over (because I made all of them first). **Your data is lying by omission** Backtesting the S&P 500? Cool. You know what's not …
Forensic look at RDDT quality of earnings - why the $1.6B cash isn't enough
Did a deep dive into the 10-K and the latest audit. Reddit has a structural premium right now but the SBC refresh cycle is a major pain trade if the stock stays under 150. Even with zero debt, the 69% revenue growth is the only thing keeping this from a …
Book suggestion to learn Equities.
I recently enrolled myself to a Financial Analyst program. While classes have been helpful, it's been quite difficult grasp the concepts due to my limited exposure to finance. I passed out B. Com in the year 2016 so it's been quite a while. I wish to learn more about financial …
Anyone else not a believer in broadly diversifying ? Friends have portfolios with 50 or more stocks. Why? Just buy an etf if you are going to do that. If you are going to beat the averages you have to make concentrated bets.
Not saying it is recommended. But if you happen to know more about a particular industry than the general public does then perhaps that's what you focus on. For me it's the government tech and public safety space and that's why I focus on cyber security stocks and companies that …
Backtested insider buying as an earnings predictor for stocks that have reported so far
Did some light weight backtesting on insider buys for stocks that have reported earnings so far in last 2 weeks. Pulled every Form 4 filing from EDGAR for the last 3 months, cross-referenced against 80 stocks that moved >3% on earnings over the past 2 weeks (Jan 27 - Feb …
I made a metric scoresheet ranking my stocks, but I am worried that I am inaccurately measuring things.
I am not very knowledgeable with stocks, and so to research the ones I have invested into I decided to create a scoresheet that ranks my stocks on several categories. Though I am worried that it isn't accurate, contradicts itself, if the numbers for scores are unrealistic, or maybe if …
Can someone help me understand what the hell I’m doing with my cash
Not looking for financial advice just need help understanding my investments which I’ll continue till I’m dead, hopefully. I started dumping about $500 every week into “savings” a few months ago. I can’t go wrong with buying so I’ll keep buying. Not a clue what to invest in so I …