Posts
Why don't companies just issue an infinite number of infinitesimal shares?
I am still a bit new to investing in general, and I'd like to understand this. The more shares a company issues, the more people will be able to invest because each share will be cheap and affordable enough to everyone. Why not create infinite infinitesimal shares? I know there …
Best foreign domiciled ETF for S&P500?
I'm not American and dont live in the US. However, my wife is American, (but not a US resident). I recently learned that upon my passing, all of my US domiciled equity holdings in VOO will be subject to US estate taxes before they are given to my wife! I'm …
Is it crazy to have 36 postions across my retirements?
Hey y’all. Ive been a VOO and chill investor for a number of years. However, I’ve gotten a bit concerned with how top heavy it is. I know this is tired at this point, but VOO is now nearly 40% allocated to 10 equites. The other 490 divide up the …
The "bull case" for SpaceX: re-running the Tesla dilution playbook?
There has been considerable discussion about the valuation of several upcoming IPOs, including the most imminent, Space Exploration Technologies (SpaceX). At a $1.75 trillion valuation, it would command an unprecedented 100-times price-to-sales ratio despite being unprofitable and a relatively modest 15% y/y growth rate for a company that is being …
Am I crazy or is there underappreciated risk of AAPL re-rating significantly downward?
Right now Apple trades at a roughly 37 trailing PE and has generally been growing topline in the single digits the last few years. Q12026 and Q42025 were strong quarters that bucked that trend with growth in the teens, but I think the back half of this year we are …
This week: May US CPI inflation will break above 4% and ECB will start hiking on Thurday
For those wondering if markets have more room to fall.. On Wednesday US CPI data for the month of May will be released and having looked at the latest estimates from major firms, it's almost certain headline CPI will break above 4% again for the first time since April 2023. …
How I think Anthropic's latest release reads for investing
First, lets go over what the report said: 80% of the code going into Anthropic's own codebase right now is being written by Claude, not assisted by Claude, written by Claude. Their engineers are shipping 8x more code per quarter than they were before. The autonomous task length has been …
OPEN AI/ Anthropic IPOs will be a disaster
Been reading/listening about all these LLMs being run aren’t giving out free unlimited subscriptions anymore and now the true costs of running these operations is being passed to the consumer who will have severely restricted access than they previously had. The costs are abnormal when paying per mile(tokens) compared to …
what is going on??? AVGO just dumped double digits after record earnings
i am literally staring at the market right now so confused because AVGO just printed a record 22.2B quarter with 10.8B in AI sales and guided 29.4B next quarter but the reaction is a massive double digit drop?? network and switch orders happen first so early silicon like MRVL and …
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
I am ok with MSFT, AMZN, GOOGL in the VOO index. I am less ok with Tesla (380 P/E) I am not ok with all the new AI companies. Because these are not valued fairly. And I cannot convince myself that SpaceX will have revenue 1.7T. There is just not …