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help me to understand what to do I just graduated from uni , orphan , no insurance , no social security or retirement plan
I live in different country from where I was born and work online so no social security , i have saved 31k in these 3 years (my income is low) and now i want to plan how to secure myself in the future since im alone , what kind of …
Stress-testing a concentrated 11-line portfolio. How do you track a permanent thesis break vs. a temporary dip in wide-moat compounders?
\*\*UPDATE\*\*: Dropped the 50% individual tech stocks for QQQM.... Just yeah... It was a mistake to use dividend yield as a criteria of entry to my portfolio. Whole point of tech companies is: CapEx light, high FCF that allows re-investment into the business. It really stops being a prominent tech …
Can the mods do something about the incessant ADBE spam?
I swear every time I open reddit I see another post about ADBE on this subreddit. That's all Stop it
The market prices critical minerals as a mining story. The chokepoint is refining — and that mispricing is where it gets interesting.
Most coverage of critical minerals frames them as a supply story: who has the deposits, who's digging them up, reserves in the ground. I think that framing misprices the whole sector, and the gap between "mining" and "refining" is where the actual structural insight sits. Wanted to lay out the …
WU: CEO bought $1.5M of stock. Dividend at 10.1%. Graham Score 5/7. Here's the full algorithmic analysis.
Quick transparency note before the analysis: The calculations in this report run on an algorithm I built myself — Graham criteria, Earnings Quality framework, all coded from scratch. Data from Yahoo Finance and SEC filings. An AI agent (CrewAI) narrates the output in the structure I designed. The numbers come …
I'm Backing Up The Truck Now - $ADBE
Adobe ( $ADBE ) just reported a **double beat,** **raised guidance**, but *dropped \~10% * A *12% FCF yield,*means the market is assuming not just slower growth, but actual permanent structural decline. I work in creative land and was buying around $250, but at \~$205 now I'm backing up the …
I Believe that Satellites Will Replace Cell Towers; Here's Who I Think Will Win (and it's not SpaceX)
Recently SpaceX has been saying that wireless direct to cell represents a massive market and could surpass broadband. SpaceX is far from a value stock, and I firmly believe that global connectivity will no longer be focused on terestrial cell towers which are expensive and inefficient. The future, which is …
NCRA: Turnaround Story or Just Hype?
I've been digging into NCRA recently and I'm still trying to figure out whether this is a genuine turnaround story or just another microcap AI play. The company has announced several initiatives involving AI, acquisitions, and technology-focused investments. On paper, the strategy sounds ambitious, especially considering the current market cap. …
Financial Wizard or Fraud?
Everybody and their Uncle knows about the recent SpaceX IPO. SpaceX just disclosed that they are buying a company by the name “Cursor”. How will they pay for it? Issuing stock, yes the same company they diluted to raise around $75 + $11 billion just a few days ago. Now …
When to take profits? Gas / oil sector
Hey all, I’ve been investing for almost a year now. I studied Graham, Munger, Buffet and listened to Peter Lynch. I enjoy the information they have. I’m struggling on deciding when to take profits. I bought into oil CVX just before Maduro was kidnapped. And into Eni shortly after as …