Posts
HIMS is going to have a great 2026
I have been lurking in here for many years now, and I think its an extraordinary place to find undervalued stocks or great businesses overall, either to trade or to invest in. I have seen it mentioned here before, but even then, maybe 1% of the amount of mentions it …
Small Cap Exposure and Entire Market Approach
Longtime lurker, thanks in advance for the advice/feedback. My portfolio is 57% VOO, 28% VEU, 10% AVUV, 5% AVDV. To save some a few clicks: VEU is large and mid cap only, from both developed and emerging ex-US markets. What is the argument for owning the entire market (VTI, VXUS …
I’m bullish on AI but got burned in '22. So I studied Pets.com (sentiment & financials)
# Context * I’m heavily invested in tech. My #1 holding is Alphabet, and I’ve been considering adding more (Microsoft, etc.) * I’ve been burned before. In 2022 I went way too hard into SPACs that are down 70-99% (Latch, Opendoor), and I lost money in speculative shitcoins too. * …
MU Hits New All-Time High Will $320 Be Next? Share Your Predictions!
MU just hit a new all-time high right after the market opened, just like I predicted, shooting straight toward $320. The momentum looks strong, and hitting $315 today seems very likely, with $320 not being out of the question. What do you guys think? Do you believe MU can break …
TSLA pops premarket despite Q4 deliveries missing estimates, market looking past the numbers?
TSLA is up over 2% in premarket trading, even though its Q4 delivery and production numbers came in below expectations. Here are the key figures from the release: Q4 deliveries: 418,227 vehicles (vs. estimates around 440,907) Q4 production: 434,358 vehicles (vs. projected \~470,780) Full-year 2025 deliveries: 1,636,129 vehicles On the …
24yo, started investing last May. Thoughts on REITs, Bonds / CDs?
Hi all. I just started investing last May and really didn’t think much of it. I knew the basics but now my knowledge has really grown to where I feel I have many choices, but I really want to stick to the Boglehead philosophy of investing (I think it’s the …
Why is there so much negativity and fear mongering surrounding the AI revolution?
Almost every time the media talks about AI and technology, there are always critics throwing out phrases like “the bubble is about to burst” or “all these billions spent on data centres won’t generate enough ROI,” claiming that big tech is wasting resources on infrastructure. As humans, we tend to …
Following up my previous post about insider buying, another one caught my attention $GDV
So, following up on my previous post and the discussion about insider buying at $NKE and how you guys read this information, I came across with this: On December 31 Mario Gabelli reported an open market purchase of 5.8 million shares of $GDV at average of 10$. I found interesting …
How does the growing availability of digital loans against securities change investor risk behavior?
Digital platforms have made loans against securities faster and more accessible. From a market-structure perspective, how does this ease of access influence investor risk behavior, leverage tolerance, and decision-making during periods of market volatility, without focusing on individual platforms or products?
How does easier access to leverage through digital platforms change market risk?
Digital platforms have made leverage and margin-style products more accessible than ever. From a market-structure perspective, how does easier access to leverage affect investor behavior, risk concentration, and volatility during market stress, without focusing on any specific platform?