Posts
Meta to $5 trillion
The way I look at Meta is that you’re effectively buying Meta 1.0 and getting a potentially enormous Meta 2.0 on top. **Meta 1.0 — the Family of Apps (Indirect AI beneficiary)** This is already an incredibly efficient money-making machine with billions of users and one of the best advertising …
I dont know what the true value of Berkshire is
I moved most of my portfolio to Berkshire given where we are as a country with debt, rates and stock market all time high because i am not sure where to park my money. i dont want cash either. But also I am not sure how to value berkshire hathaway. …
Is "buying for long term" just a cope?
A cope, or an excuse for buying the wrong stocks at the wrong time. A lot of people buy high and sell low, then say, 'I'm in it for the long term.'
5 fund managers on the stocks the market calls "AI losers" (Aug-Sep 2026 letters)
I read the August fund manager letters and the first September ones. Five houses wrote about companies that the market sold on AI fears. Three of them bought. Two explain why they kept their positions. Acatis (added Wolters Kluwer): "The significant drop in the share price of Wolters Kluwer (70% …
Does Vanguard Hate their customers?
Just looked over my September statement and found a glaring error. Called their cutomer service 3X. The first rep couldn't speak English and refused to transfer me to someone I could understand. The second and third times I got the same rep who wouldn't listen to me, talked over me, …
Nike's costs are improving. Are customers coming back?
One week has passed since Nike's report. I am still believing that lower costs help Nike, but they don't tell us whether customers are coming back. That is the part of the turnaround I'd want more evidence for. In the quarter to August 2026, gross margin rose from a year …
Blind valuation challenge: a ~$15B US retailer. 5 numbers, no name. What's your verdict?
Judge a company only on its numbers, with no name or story to bias you. The point is to see if knowing the name would change your mind. A \~$15B US retailer. Data as of Oct 7, 2026: 1. **Earnings yield: 6.1%**. Profits are 6.1% of the share price per …
PYPL: A value stock
Hey guys hey guys, Paypal is trading at a low PE, therby making it A ValUE StOcK!
£20k ISA — Apple, Alphabet, Microsoft and VWRP or add Micron?
Hello, I am still new to investing and would appreciate some advice. I currently have £5k in Apple stock. I want to maximise my stocks and shares ISA, so I am thinking of investing £5k each in Alphabet, Microsoft and VWRP all world. My questions are, is it safe to …
Anyone Buying Whirlpool (WHR) stock at $28 a share?
What are your thoughts on WHR stock at these levels? It is trading at levels we haven’t seen since 2009. It is at a Forward PE of 8 and PE of 10. I get that the housing market is dead and we are in a rate hike cycle, but if …