Posts
Bill Ackman was right. We just experienced the best “quality boost” period of the era
It was probably one of the best period to buy quality blue chips. I followed his advice and bought mag 7 plus avgo. And all purchases including crappy msft, have gone above water in a week. This was really a rare scenario. usually my new buys would experience a 3 …
God-tier strategy based on SEC Insider trading data
I’m sure there are so many people that trade using SEC insider trading data and I was wondering if some of y’all are open to sharing strategies you have carved out using insider trading. The BEST strategy I have come up with so far when trading stocks is ranking insider …
Wow, ORCL is having its 3rd day of gains!
What are your thoughts on ORCL? Its CAPEX remains high, still negative FCF but recent partnership with BLOOM to solve energy capacity seems to be moving the stock upward, higher and higher. I've not seen 3 consistent days of stock price increases like this in months. ORCL has been pretty …
Cash From Home Sale
In about a month I am getting around 220k from a home sale. This was our primary residence and will be getting it tax free due to the 2/5 rule. I’m 29 and have a little under 200k in investment accounts. Our current home is worth about 600k and we …
Mastercard ‘Crypto Partner Program’ March 2026
Hi, I’d like to mention a new Pie Focus I began working on. In March of this year, Mastercard launched its global Crypto Partner Program, a new financial partnership consisting of 85 organisations worldwide. I believe this is the start of the next financial era in the making. The large …
Jane Street signs $6 billion AI cloud deal with CoreWeave, boosts stake
April 15 (Reuters) - Trading firm Jane Street has committed about $6 billion for CoreWeave's (CRWV.O), opens new tab cloud services, marking the third major deal for the Nvidia-backed cloud company in a week and underscoring surging demand for computing capacity. Jane Street also made a $1 billion equity investment …
Top elites are trying to deflate world markets
Hi All I don't know if this post will impact or not but I just wanna share a pattern I am seeing. Warren buffet, the world's richest trader is sitting with mountains of cash of 330 billion USD and waiting for right time to invest since 2020. He is saying …
Top elites are trying to deflate market
Hi All I don't know if this post will impact or not but I just wanna share a pattern I am seeing. Warren buffet, the world's richest trader is sitting with mountains of cash of 330 billion USD and waiting for right time to invest since 2020. He is saying …
Madison Air IPO (~$13B)! Does this valuation actually makes sense?
[https://www.ebc.com/forex/inside-the-13b-madison-air-ipo-financials-risks-and-ai-edge](https://www.ebc.com/forex/inside-the-13b-madison-air-ipo-financials-risks-and-ai-edge) Come across this article about the upcoming Madison Air IPO and trying to wrap up my head around it. From my observation, the revenue growth is pretty solid but actually the profits dropped quite a bit YoY which feels a bit off for a company coming to a market …
People screaming ”Markets gonna crash” everyday, can you please stop being so embarrasing and pathetic?
Ever since ive started investing in 2019 as a 30 year old, ive since then read everyday on forums like these ”Markets gonna crash, look at x and y” ”SP500 is at a hall time high” as an argument Then, when everyone who did not panic made a lot of …