Posts
S&P500 Data = 401k Banana Republic
These companies are all fugazi. The system is solely reliant on 401k contributions. 5x the total liquidity in the S&P500 is added every month via 401k and retirement funds. Valued at $60T while $40T in debt and most assets are toxic or circle jerk investments in eachother. Only 1/6000 people …
Are you going to buy the Gold dip? If yes - when?
There was a discussion yesterday where some people argued it was already time to buy the dip to not miss out on the correction. Obviously, the correction continues today with another price fall. What are your thoughts - is there going to be more downswing and if yes, when do …
r/Stocks Daily Discussion & Fundamentals Friday Jan 30, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * …
Paramount/Skydance subsidiary just offered to buy my WBD shares for $30/ea
Just received an email with an offer letter. I’ve been following this proposed acquisition for some time and was kind of expecting this. The subsidiary is called “Prince Sub Inc.” - I actually want to hang on to these shares, so will probably not respond. Anyone planning to unload their …
Panama Strikes Down Hong Kong Tycoon Li's Port Deals, Rattling Investors
Panama’s top court has ruled that the contract granted to Li Ka-shing’s CK Hutchison Holdings Ltd. to operate two ports near the Panama canal is unconstitutional, injecting fresh uncertainty into the Hong Kong conglomerate’s long-running effort to sell off the facilities. The ruling, announced by the court late Thursday in …
After years in the market, here's the uncomfortable truth about "deep research" and discipline
I've been in the market long enough to realize one thing: more research does NOT automatically mean better decisions. Early on, I did what everyone praises: • Read every SEC filing • Dig through earnings calls line by line • Compare competitors, TAM, margins, moats... you name it At some …
Space related stock notes: Asts Rklb Lunr RR Iren
# Section I: The "Space & Speculative" Frontier **Tickers:** ASTS, RKLB, LUNR, NBIS, RR, IREN -- you can read this better on a desktop or tablet **Theme:** High Cash Burn, Massive Backlog Potential, Extreme Volatility. |**Ticker**|**Price Target (Consensus)**|**Wall St. Sentiment**|**Green Flags**|**Red Flags**|**Backlog / Cash Burn**| |:-|:-|:-|:-|:-|:-| |**ASTS**|**$90 - $115**|**Bullish**|First material …
SaaS: Why not Buybacks
What is stopping SaaS companies that have these amazing futures, unlimited growth, and clearly adapting to an AI future (note: that was all slightly sarcastic in tone) from issuing absolutely massive buyback programs? If you want me to get off the sidelines and start buying in at these valuations, show …
Peter Lynch is famous for saying "The best stock to buy is the one you already own"
What is that one stock you already OWN in your portfolio that comes to mind? Something you're happy to own & buy more of when opportunities allow. Beyond the magnificent 7, mine would be COST, AXON & META incredible margins, brand and business operations.
Is there a race between currency/wealth storage?
I feel like there is a tug of war between storage of wealth. We have BTC, Gold, Fiats like USD and right now people are trying to figure out which currency will be the future. And it seems like gold is ahead of BTC and USD for now.