Posts
Broadridge Financial ($BR) Investment Thesis
Hello friends, I wanted to share a quick update on my latest portfolio move. Here is my thesis on **$BR**, which I bought at $147.50, increasing its weight from 0% to 7.5% of my portfolio. ***Business moat:*** **$BR** is the world leader in investor communications, processing regulatory documents and proxy …
Funny how every cycle ends up teaching the same lesson
A few years ago it was cyclical value investors wondering why the indexes were holding up while their portfolios kept falling. Now I'm seeing the same frustration from some tech investors. Different sectors, same emotions. Maybe diversification gets mocked during bull markets, but it's usually appreciated when leadership starts to …
What don’t with low 6 figures sitting in bank account?
Hello all. The last two years I’ve worked really hard at a new career and have saved over 100k. I just have it sitting in a regular savings account. I know it’s not much money but I was wondering if there would be a smart way to make this money …
VWCE or S&P 500 for European investors?
As an investor from Europe, I don't have access to invest in VOO and all those stuff. So then, I kind of settled in a dilemma between the VWCE and SPYL. What would you choose and why? VWCE with possibly higher returns and more risk (due to minimal history the …
Daily General Discussion and Advice Thread - July 17, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
Need some advice, I’m down a lot this month due to being invested in AI and space
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Zoom $ZM - Long Term Play
Anyone else looking or have Zoom $ZM for a long term play? Hold nearly 8 billion in cash, zero debt. Annual cash flow. They are profitable. PE of 13. Has contracts with multiple large organizations and continues to see customer growth. Especially in a post pandemic world they are continuing …