Posts
Any thoughts on opening an account with Ariel investments?
I appreciate Ariel Investment's emphasis on investing in small and mid-cap stocks. I see a lot of the work their CEO Mellody Hobson does and I'm curious about learning more. I primarily work with Charles Schwab for my investing needs but looking to invest a little elsewhere. Has anyone had …
Portfolio diversification advice
Hi everyone, I'm currently a full-time university student with no financial liabilities. I have around $8,000 in capital available to invest, and about $150 a month to invest. Early 2025, I started picking individual stocks (TSLA, NVDA, NET) during the dip and would set limit orders once I hit a …
Conferencia de Seguridad de Múnich y decisiones de inversión
El mercado está reevaluando el “riesgo de paz”. Durante décadas, Europa cotizó con una prima de paz que permitía un gasto social desmedido. Esa era ha muerto. El capital ahora exige una prima de seguridad. Tus decisiones deben alinearse con los proveedores de esa seguridad, castigando a los activos dependientes …
The rare fish theory of investing
In most cases, while investing in any business, you should have a safe, de-risked plan. That’s how you would normally invest. If someone comes to you and says: 1. There’s a 70% chance the company will fail and you’ll lose your money. 2. I couldn’t deliver before, but I want …
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 …