Posts
Avoiding Shareholder Harassment
This is the second time it happened, but apparently a corporation's Board of Directors can hire people to show up at your front door. They ask you to vote your shares but provide no real context aside from "the board recommends". How can we stop this? ​ I don't want …
Investment strategy for long term
Lets have a discussion on the below investment strategies which may be better for the longer term period. I am putting this up here to see if anyone have some insights which i may have missed out or you have personally did one of these for the longer period be …
The Claude Fable ban barely changes Anthropic's IPO timing or valuation
I'm not sure how many of you are interested in Anthropic stock on secondary markets, or are planning to participate in their IPO, but I figured I'd post this here as private markets are huge and most investors I know are either already in Anthropic/OpenAI, or are looking to be. …
Site to track companies' market caps by month for previous years (looking for years 2000 to now)
Hello everyone I hope you're doing well. I would like to do some testing and I'm looking for a website that can give me the companies rank per market cap per month since 2000. The one I found so far only have 2026 ranking. Thanks for reading this and any …
Do you invest in multiple index funds? If so what’s your logic
I’m a fairly conservative investor (everything in one broad based fund like VTI). But I’ve also worked for 15+ years in industrial technology and feel I am pretty informed on macro themes like electrification, automation, technology, etc. How would you recommend increasing exposure selectively to the industries and companies I …
So, the market isn't broken?
Hey Y\`all, So, we just found out that we're not getting rate cuts. Probably for the rest of the year. I'm expecting a little more red in the market this week. We had a bad day and then the market apologized. We've been seeing this for months. It goes up …
Software crash is canceling out AI gains - time to double down on one or the other?
Half my portfolio is AI infrastructure and half is software. For three months, the decline in software has cancelled out my gains in the other half of the portfolio. Should I cut my losers? Peter lynch did say water your winners after all. My software exposure is wirh companies still …
Long term Accenture shareholder
I have around 900 shares of Accenture and am currently sitting on a significant unrealized loss. I’m unsure how to proceed from here and would appreciate some perspective. For context, I did not purchase these shares directly as an investment. Instead, I accumulated them gradually through my paycheck and employee …
Financial advisor - investment account and feduciary
I work with a financial advisor at Meryl who was referred to us through a good friend. He’s given us decent ish growth over the last 3-4 years he’s had our account but not as good as I was hoping (10-12% every year on a less aggressive strategy) - again …
Crypto credit / borrow / loan
Crypto loans are an investment imo. The biggest win for me lately has been the tax aspect of crypto credit. Selling triggers a capital gains event, which takes a massive part out of profits. Taking out a fiat or stablecoin loan against my Bitcoin or Ethereum completely bypasses that and …