Posts
Bible verses about investing, with commentary
"Do not lay up for yourselves treasures on earth, where moth and rust destroy and where thieves break in and steal; but lay up for yourselves treasures in heaven, where neither moth nor rust destroys and where thieves do not break in and steal. For where your treasure is, there …
Downside of KHC? Or Buffets last mistake?
I’m not going to go into too many details around this merger and its impending split. Two huge American companies that print billions each year will be born and currently the shares are at a level reminding me of GE during 2008 or cheaper. I’m temped to jump really deep …
How to count some VTI/VTSAX relative to asset allocation targeting VOO/VFIAX, VB/VSMAX, VTV/VVIAX?
I have an asset allocation target including various percentages of: * VOO (VFIAX, S&P 500 index fund) * VB (VSMAX, Small-Cap index fund) * VTV (VVIAX, Value index fund) (along with other non-US-stock and non-stock securities). My retirement accounts currently reflect that target. However, I also have some VTI (VTSAX, …
Siri or AI voice assistance was Steve Jobs next big plan, and Tim Cook whiffed
It's really crazy to think Steve Jobs decided to acquire an AI voice assistance company in 2010. In 2010. Only for Apple to whiff, useing OpenAI and Gemini. The question is, how many strikes equals an out for Apple. 1? 2? 3? or? is Apple invincible? Do they have 9 …
Is it time to dump US denominated assets and if so for what?
I'm not an economist. I claim no expertise. If any economists are reading this I beg you do jump in. I hope I'm wrong but please correct me otherwise. But from what I see: 1) The US has massive debt that has to be serviced so much so that it …
Do you have any tips for growing an Investing High school club?
At the start of the school year, I started an Investing club with some friends, as there was no club of this sort at my school. Fast forward half a school year, and it has been fun, but some of the members who were in the club have not been …
Is it better to DCA or just buy a lump sum
Im 19 a student from lithuania and i started investing about 2-3months ago. Right now i have about 1.6k invested and have about 12k in my bank. Should i use that 12k lets say like 50% of it and invest it into my long term portfolio (80% VWCE 10% IEMA …
How does Tesla make robotaxis wildly profitable when nobody else can?
Tesla's stock price is being floated to obscene valuations (250-300 P/E in recent months) in part by promises of robotaxis. That implies whatever Tesla is doing is going to be wildly profitable. But what evidence is there that this business model can even do that? So far Tesla's best competitor …
When repetition converges
**Nothing grows without limits.** Repeating something doesn’t make it infinite: it only brings you closer to a ceiling. Some see symbols. Others see a system.And in every system, ignoring the limit is costly. 📉 Can this be applied to finance? 🤔 lim (n -> infinity) C0 * sum(k = 0 …
NXXT and the ATM overhang removal: does that change the risk premium?
Market cap around $147.59M, revenue growth cited at 227.2%, and yet NXXT is still priced at about $1.09 while sitting under key moving averages (50MA $1.38, 200MA $2.08). The market is basically saying "prove it" on the chart. What could shift the risk premium is the financing move: NextNRG terminated …