Posts
The "inflation" argument is so wrong
I've been calling the VOO decline purely based on the Buffett indicator ratio. It just so happens that Trump goes full regard at the same time the S&P almost hit 7,000. I don't think the earnings justified the VOO, so I sold in Dec. Anyways, what bothers me is when …
Couple of interesting companies that are a bit under the radar
If you don't know me, I post way more about ideas and stocks I find while screening in the daily. Every so often, I like to post a couple of companies that I find interesting. I'm a GARPy investor and mainly look for companies that trade at fair or undervalued …
I'd like to hear from some people who lump-summed in the past right before a downturn.
DISCLAIMER: Brand new investor here experiencing first but immediate drop in portfolio I've avoided stocks for most of my adult life due to ignorance and fear. But I educated myself, and I recently sold a bunch of real estate. I was tired of being a landlord and I live in …
Should I see my 3 individual stocks and buy the SP 500?
So, some starters. I have a fairly high paying job (140k), little consumer debt, and a 6 month emergency fund. I have a very healthy 401k and company stock. In my taxable brokerage, I hold 3 individual stocks. A total of 40k split evenly across LLY, NVDA, and AVGO. I …
Whirlpool Stock
I’m fairly new to investing and interested in opinions specific to Whirlpool (WHR). Has anyone considered buying Whirlpool shares right now? Do you think the company will be able to straighten the ship, or is this one too risky?
Quality Companies at 52 Week Lows
Quality stocks trading at or near their 52-week lows: Berkshire BRK (-7%) Visa V (-20%) BlackRock BLK (-22%) AutoZone AZO (-23%) Meta META (-33%) Microsoft MSFT (-34%) Ferrari RACE (-38%) MercadoLibre MELI (-38%) Fair Isaac FICO (-57%) Adobe ADBE (-65%)
While the world obsesses over VCX is Stack Capital (STCK.TO/STCGF) the sleeper SpaceX/VC play?
**NOTE: Please read till the end, it will do you good.** Stack Capital is a Canadian Fund listed under ticker [STCK.TO](http://STCK.TO) on the Toronto Stock Exchange and the corresponding ADR STCGF available to US investors. The holdings are mentioned here [https://www.stackcapitalgroup.com/investment](https://www.stackcapitalgroup.com/investment) **SpaceX 28.6%** **Shied AI (Defense) 3.0%** **X-energy (Nuclear) 3.6%** …
How low do you thin the S&P 500 will go, and when? (cristal ball anyone?)
Hi I am new to investing, and I wanted to buy S&P500 for a long time, this looks like the right oportunity to go in. I read all I can, but I a a novice. I relied in the past on my "advisors" and I lost a bit. When everybody …
Don't Wait for the Crowd to Wake Up
Most investors are still sleeping on the biggest shift in the AI economy. They think data is just a tool for big tech, but they are dead wrong. Data is the product now. While everyone is busy chasing overvalued giants, the real money is being made by those who can …
ELVN insider sale – signal or just biotech noise?
Enliven Therapeutics (ELVN) just had an insider sale where the Chief Medical Officer sold **40,000 shares for about $1.2M**, at roughly **$30 per share**. Now the stock is trading closer to **$38–$39**, which naturally raises eyebrows. But here’s the nuance. This wasn’t a random sell. It was an **options exercise …