Posts
Help Me Understand This Issue With Robinhood
Over the years I had purchased the stock (CUBE). Had a total of 29.485104 shares. I tracked every cent that I purchased in this stock from the moment it leaves my bank account, to the investment account (uninvested cash) to finally purchasing the stock. The total reaches exactly $1200.00 of …
Am I genius when it comes to investing?
I’m not sure if this is luck or skill, but I am seriously thinking that I could become the next Buffett or Munger. I invested in Nvidia up until 2025, where I changed all my Nvidia for MU. I also read about SNDK and bought in at $430. Afterwards, before …
$UVV - The company that can't determine its own assets value
Universal Corporation ($UVV) is the world's leading leaf tobacco supplier. The asset value case is straightforward: * P/B: 0.90 * 41 consecutive years of dividend payments (I love when a dividend is old enough to drink) * 6.1% dividend yield * Operating cash flow of $327M against a market cap …
[DD] Make the Bear case for META
META is currently way underpriced relative to competitors, while still having strong earnings growth, high profitability and a definite moat. It's current PEG ratio is below 1.0, indicating low price relative to expected forward earnings growth. They've recently had problems with some in their management and with reports of low …
How do we feel about Lifecycle investing?
I read a book on it recently, and realized I already half practice it. A bad summary is that if you use margin at a young age you diversify your stake through time while having higher exposure to your life time earnings earlier. This only makes sense at a lower …
Screw Fidelity - I'll be Looking for an Alternative
I had multiple accounts with Fidelity. Brokerage, current 401k, and old 401ks. Decided to clean this up and consolidate on Tuesday. Simple process with no red flags. Fidelity gives you the available account of the IRA to roll it to. Balances settled today and I plugged it all in to …
The $4 trillion liquidity drain
In March Nasdaq changed how companies enter the Nasdaq 100. Before, you needed 3 to 12 months seasoning and a 10% public float. Now its 15 trading days if youre top 40 by market cap, with no float requirement and no seasoning. SpaceX listed with a 4% free float, meaning …
Intel is up 464% in 12 months and nobody is talking about it because everyone forgot Intel existed.
Genuinely one of the biggest corporate comebacks in recent memory and it's being treated like a footnote. Apple just agreed to partner with Intel to design and manufacture chips in the US. Trump announced it this morning. Intel premarket up 9%. The reason this matters more than a normal supply …
To those who held on to multiple baggers
To those who hit multibaggers like Tesla, Nvidia, maybe not Micron or very recent gainers. What kept you holding on to your gains? Especially folks that held onto Tesla when everyone ridiculed them, big names shorting and the list goes on... What did you buy? Are they life changing gains? …
Honda joins with Quantumscape QS
Honda joins with Quantumscape QS The agreement follows Honda’s successful completion of a technology evaluation agreement with QS, which included an in-depth, hands-on technical study of QS’s solid-state technology platform as well as competitive benchmarking across a range of standard technical tests.