Posts
TSLA rebounds after pullback, maintaining a neutral position.
The recent decline was largely driven by sentiment and valuation adjustments, and the rebound does not signal a fundamental reversal. We currently maintain a moderately light position, and whether to increase holdings will depend on whether ROIC stabilizes and the performance of free cash flow.
Aggressive Mutual Funds - 2026 and beyond?
I am able to direct some of my 457b retirement savings into my Schwab account but I am only able to buy mutual funds - no stocks or ETFs. I am aware of the risks of aggressive funds and this is a smaller allocation but I am looking for mutual …
The True Danger of Investing in Bitcoin
You’ve all heard about the usual dangers of holding Bitcoin: losing your private keys, an exchange getting hacked, a 51% attack, a hard drive failure. Some even worry about extreme scenarios, like a massive solar storm wiping out digital infrastructure. But the real danger of holding Bitcoin is something far …
What methods do you use to form macro views that differ from consensus
Looking to improve how I develop views on macro events like fed policy, inflation trajectory, economic growth. Most publicly available analysis seems to converge on similar conclusions. Curious what information sources or analytical approaches help you form differentiated views on macro outcomes. Not looking for specific predictions just interested in …
Friend is looking at inheritance of very large piece of land and looking to sell.
So I have a friend that is inheriting roughly 2M worth of land. We have talked and plan is to sell and pay off all debt. Set his daughter up a Roth and max it out every year for her. Will leave him 1.25 if I had to guess. I …
Why choose Public Benefit Corporation (PBC) status with the extra compliance burden? (e.g., Coursera)
I'm trying to understand Public Benefit Corporations (PBCs) vs. traditional C-corps, and I'm still not seeing the appeal despite the explanations. From what I understand: - Formation/ongoing fees are the same - You add extra duties to consider public benefits/stakeholders - Extra annual "benefit reports" or impact disclosures - No …
Not overreacting to the NVDA insider sale
Nvidia director Harvey Jones sold about 250,000 shares around $177 for roughly $44M. These were shares he’s held for decades, and he still controls over 7M shares through a trust, so I read this as long term trimming more than a confidence signal turning negative. (News source if you’re interested: …
How do people earn so much in so little time whilst investing?
I am currently invested in a few ETFs just because its usually more safe compared to buying a lot of just one stock, and I currently work at a financial advice firm as an intern (but I have never studied finance or economics.) However, I sometimes see people earn loads …
Australian needing help with US stock advice
Hi I’m an Australia usually investing within Australia predominantly ETFs with some stocks. I’m looking at investing in US shares to expand my portfolio and have been looking at the below as potential investments \- NVIDIA \- GOOGLE \- Apple \- Amazon \- oracle \- SOFI \- Amazon \- Microsoft …
YAFIX (Yacktman)fund drop
Anyone have any idea why YAFIX was down 17% yesterday ( 12/16) close of business? Took a hit to my portfolio and can’t determine why it took such a dive I tried to research what funds in the portfolio took a major hit but wasn’t able to find anything that …