Posts
Amd buying/selling or holding
Hi ladies and gentlemen what you all doing with ur AMD position buying, selling or holding. I m up over hundred percent jst lil confused about selling Amd but again longer horizon Amd should do well or not which is why I am at stage of trimming half 25 percent …
Suppose we're not in an AI Bubble
Just for a moment, suppose that all valuations are justified and all the US mega cap tech companies are gonna match earnings growth expectations. At current valuation, that roughly translates to an average return for investors. But maybe they all slightly **outperform** expectations and bring investors another 5-10 years of …
Selling my 458 shares of Apple in 2020 probably my biggest investing regret
[removed]
If stocks are at an all time high and gold is at a an all time high, then what is not at an all time high?
Obviously people have been buying like crazy. Where is all this money coming from? Is it all small investors that were previously just stashing dollar bills in old socks and pillow cases? Just looking for ways to hedge that aren't already super inflated. US bonds aren't looking very good either …
Analysis of 145 post-2008 IPOs shows firms that failed during 2008-11 and then went public had the best 3-year returns (CAGR); pre-packaged bankruptcies performed the worst.
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5424354 Over the past 15 years, we’ve looked at all 145 public companies that came out after the 2008 financial crisis and found some interesting trends: Companies that came out after pre-packaged bankruptcies did much worse than the average. • For three years after the crisis, the financials sector didn’t …
PE ratio of top 20 market cap 1999 vs 2025
With all the bubble talk, I wondered what the top 20 market cap companies' P/E looked like in 1999 compared to the top 20 today. I also included the rate of return through 2006, so this avoids the 2007–08 crash. Take this for what you will. Notable: Average P/E in …