Posts
BDTX - Why I’m all in on this stock
Black Diamond Therapeutics (BDTX) is a clinical stage company developing treatments against lung and brain cancer. Whilst it’s performance since IPO has been extremely poor, the narrative is now completely different. Few years ago the company was taken over by a new CEO with several successful exits in the pharma …
The Where Part of Oil Quotes
This is a hard question to formulate. Where is the oil in its production chain that corresponds to the quotes we see online? Are oil quotes the price of the oil coming out of the wellhead? Is it the price of the oil coming out of a particular field? Is …
Mitigating the risk of a lost decade?
Goldman Sachs recently predicted a lost decade in stocks, where returns may be as low as 1% yearly. My plan was to DCA cash into the market, particularly VOO, QQQM and VXUS on a bi weekly basis until I am out of “dry powder” so to speak. However, how can …
There are so many "don'ts" with a taxable brokerage account, what is left to invest in?
I was watching videos on the best ways to invest with a taxable account. I already max out my 401k each year, have no debt, and have a taxable account that has grown by a lot. I was struck by all the "don't do this" and "don't do that" that …
Found an asset that pays me a 7% guaranteed anual ROR
I know! Too good to be true, right? But I am lucky that I just realized this. I actually zeroed out my 401k contributions to put the difference into this asset for the foreseeable future. The trick is: I have debt! More specifically, a Mortgage that’s north of 7% interest. …
Good CD and Bonds to buy?
I just got my spring bonus from work of a little over $6,000. I already have an account with a decent amount of securities but I would like to buy my own CD's and Bonds. Im just looking for good recommendations for the CD's and Bonds. I would like to …
Selling Crowdstrike for Nvidia?
I purchased Crowdstrike at $170 a share and now have around $50K in Crowdstrike shares. Considering Crowdstrike is heavily overvalued (despite excellent potential) and near its all time high, and NVIDIA is trading at a discount from its all time high, what do you all think about selling a significant …
Will Trumps movie tariffs hurt Netflix cost basis?
It seems like the majority of Netflix shows are made overseas, like I seems to see more UK action dramas now than when I was actually living in the UK. Will Netflix react with just getting fewer shows made, or just raise subscription prices and will this affect Netflix share …
Is my understanding of this scenario correct?
I am an investment firm. Client A is my preferred client, dedicates a lot of money, contributes more in fees, refers their rich friends. Client B is my typical client, retiree, retail investor, passive and lower income. Monday morning: Client A has a lot to unload, is looking to move …
Wanting to move money from advisor to self directed but worried about drop in market
TLDR: wanting to fire my advisor but worried about market drop while I cash out and move funds I want to fire my advisor because I don't think she's worth the extra $1,000 I'm paying a year. She also gets snarky when I ask questions like why her returns didn't …