Posts
1. Sell $300k apartment to go all-in on ETFs, or keep renting for $700/month?
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Long-term tech tilt: Microsoft vs Meta for the next 5–10 years?
Hi everyone, I currently hold a broad diversified ETF as the core of my portfolio, but I’d like to add a small tech position to boost long-term growth (5–10 years). If you had to choose one individual stock for a long-term tech tilt, would you go with Meta or Microsoft? …
Why I think consistency beats almost everything in long-term investing
Not advice, just my own opinion. I want you to know this. The more data I look at and the more cycles I experience, I think the real advantage is not timing, predictions, or choosing the perfect asset. Just sticking with a simple system long enough and it won't matter. …
Energy 2.0 Isn’t About New Power Plants, It’s About Smarter Ones
A lot of investors still talk about the energy transition as if it’s a battle between renewables, gas and nuclear. But the more you look at demand growth from AI, EVs and electrified industry, the more obvious it becomes that the real constraint isn’t fuel type. The real constraint is …
Santa Rally Officially Starts Wednesday
After the FED rate cut. So the high risk stocks will rally 50-100% real quick. What is everyone looking to buy? Private Equity stocks are beaten up, they should go up big. OKLO/Nuclear and Quantum Compute should surge? How is everyone playing this years santa rally?
Proof-of-Waste: Since When is Wasting Energy an Investment or the Creation of an Asset?
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The munger files on youtube
Anyone else been listening to this channel recently? It sounds like charlie but the presentation has made me now wonder if its AI thats actually talking. Anyone know if he actually did these talks or is this just a edited version of sound clips into someones youtube channel.