Posts
AI might not kill SaaS it is killing Freelancer & Digital Content platform
Getty and Upwork just post earning, both dropped 20%+, big yikes. Digital Content, ill there even be a comeback? AI-generated content is already good enough. Even if strict copyright laws against AI model training are passed in the future, I don't see a turning point. Right now, there’s still some …
Moat oportunities in AI
Hey Guys, first of all, I am super new to investing so go easy on me :3 I know that everyone is concerned about AI bubble etc mainly centered around what will happen if alll the data centres we build end up being useless. I was personally super bullish on …
Wall Street Won't Tell You This... I Ran the Math on NVIDIA and the Results Are Interesting
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Food and Beverage Opportunity?
I've noticed that the stocks of Food and Beverage companies are getting crushed over the last 3+ years. Many are down to the lowest prices in 20+ years. Thoughts on whether this is simply a market rotation chasing tech vs a genuine collapse of CPG companies? Earnings are definitely down, …
value investing vs S&P index
Do you compare your stock portfolio with S&p or other indexes over the years . I realized that most portfolios performed poorly because the s&p is going 14% annually now. Asking because - the capital gains tax and state income tax have hindered me to sell / balanced portfolios with …
Thoughts on Energiekontor? (EKT)
I've been looking at this european smallcap that essentialy is a REIT for offshore windmill farms. They earn money by lending these parks to energy companies while getting a rent and a % of the profits generated by the electricity. They seem to have had a rought few years, but …