Posts
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 …
The Ex-U.S. Trade is Working
https://awealthofcommonsense.com/2026/02/the-ex-u-s-trade-is-working/ > International stocks have underperformed for so long it makes sense many investors assumed the turnaround last year was a blip. > Maybe it will be in the grand scheme of things but the ex-U.S. trade is gaining steam. > This is the best start to the year since …
The Fearless Forecast for February 20, 2026 for DJIA
# The Fearless Forecast for February 20, 2026 for DJIA is: (SU = Small Up; LU = Large Up; SD = Small Down; LD = Large Down) * **Bucket:** Choppy / Alternating (Up-streak broke; no current streak ≥2) * **Volatility score:** **\~1.24** (elevated) * **Probabilities:** SU ≈ 30% LU ≈ …
Wendy’s - what do you think the chances are of a take over vs multi year turn around?
I’ve use to own a bunch of Wendy’s shares paying a nice 3-4% dividend as the #3 player in the US back in the day. They had a Dutch Tender Offering in the mid to late 2010’s for like $21 or $22 a share so i sold them all. Haven’t …