Posts
People buying Tesla at a $1.2T valuation: what is the actual bull case?
I’m genuinely trying to understand the math. Tesla is worth roughly **$1.2 trillion** today. Current numbers are approximately: Revenue: \~$100B/year Net income: \~$4B/year Revenue growth: roughly flat over the past year P/E: \~300x Let’s assume Tesla achieves enormous success. By 2035: FSD works. Robotaxis are widely deployed. Optimus becomes a …
Are close to the top of the market eval?
I can’t imagine companies getting much larger than this. For Google to 2x or NVIDIA from here, it would need to become a roughly valued $10 trillion company. At what point does the financial statement actually justify a $10 trillion valuation? I just can’t fathom there being enough consumer money …
Should politicians be allowed to trade (possibly benefiting from insider information) stocks to make ends meet ?
Speaker of the House Mike Johnson said that $174k hasn't been adjusted for inflation in a long time, and that politicians need to trade stocks to make ends meet (possibly benefiting from insider information). Should politicians be allowed to do so in order for them to afford life ?
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
I’ve had good 100%+ gains on my GOOG gains this past year. I’m also an adamant believer in Rivian growth, with their new R2 release. Based on today’s pricing and market conditions would you maintain existing GOOG position, or move it to Rivian at current low pricing? Note, I currently …
I want to get into cryptocurrency, but my account won’t allow me to purchase crypto directly or through a spot ETF.
So I have a Fidelity custodial account, and I really want to get into cryptocurrency, but my account won’t allow me to purchase crypto directly or through a spot ETF. So that leaves me with the option to after a company like Coinbase or Microstrategy. I’m concerned about microstrategy because …
Fee-only, conflicts and bizarre allocations
What are the conflicts of interest for fee-only advisors? I just started working at a company that sits at an intersection with the financial industry, and I'm trying to get a better understanding of how this works, because a lot of clients have a relationship with these advisors (fee-only). ​ …
Space X = Microsoft Market Cap ???
So a week traded company like SpaceX is just equal to the old giant of software now days !? Not a single proof of profitability or whatsoever. Actually worse, tons of billions on spendings for a field that is on shadows of conspiration theories. Its just time to invest in …
Options Calculator (seeking feedback)
***(This is not a self promotion thing - all of the code for this is provided for free... really just trying to build a tool for myself and am looking for feedback)*** I'm a visual person, and if I am only looking at raw numbers and tables, it's hard for …
Paying 1.86% at Ameriprise and thinking about simplifying. Is that fee still reasonable?
I’m 56 and retiring in October. I have about $750k invested. I also have a military pension (34 years Army) and my home is paid off. Here’s the rough breakdown: About $420k in an inherited IRA (this includes a $148k annuity) About $240k in a Roth IRA About $80k in …
Michael Burry Buys More of This Stock Despite a 71% Collapse and CEO Departure: Here's Why
[https://www.ibtimes.co.uk/michael-burry-fiserv-stock-strategy-1803049](https://www.ibtimes.co.uk/michael-burry-fiserv-stock-strategy-1803049) In a Monday trading post on Substack, Burry said financial technology company Fiserv, which is down 55% over the past five years, is a 'dog of a stock, now under $48 from $226 early last year.' Burry remained bullish on the Fiserv stock while highlighting that the current stock …