Posts
I bought 18 stocks in the past year or so, out of which, AMD, Moderna and BRKR have been the best performing picks so far.
Coursera, STZ, and JD have been my worst-performing picks so far, each down about 20–30%. Even so, my portfolio excluding index funds is still up around 20% YTD. We’ll see how things look in 3–5 years. This is really a test of my stock-picking ability. BRK.B has also been a …
My case for NADQ
**Description of company** Nasdaq inc is a global Finance and Technology and exchange infrastructure company. It operates in three segments. Capital access platforms (market data, indicies, IR/governance tools), financial technology (Adenza regulatory/capital markets software, anti financial crime, market surveillance) and market services (equity, options, ETF trading plus listing services). Nasdaq …
Trimmed my thought on investing
I know it but it was very hard to get down to this to bottom of my heart Every investor wants the stock to go up right after buying it. But honestly, have you ever seen a company actually work like that? A company doesn’t suddenly explode in sales the …
CoreWeave, Inc. (NASDAQ: CRWV) insiders are running to the sunset.
Pre-IPO cash-out: All three founders pocketed over $150 million apiece by cashing out shares ahead of the IPO. Collectively, the founders and early investor Jack Cogen sold $660 million of CoreWeave stock before the March 2025 IPO, and another $640 million since. The company’s execs have sold over $2.3 billion …
Is this the next big Biotech play? A company that everyone is currently overlooking. $AUPH
**Is anyone else looking at Aurinia Pharmaceuticals (AUPH)? What am I missing?** I’ve been digging into Aurinia over the past week, and honestly, I’m surprised it isn’t discussed more often. Here’s why it caught my attention: The company is already profitable, which is pretty rare for a biotech of this …
Buffett on killing Wright Brothers - source: 2007 Berkshire Annual Letter
Buffett’s most violent investing quote: The best thing anyone could have done for investors was to shoot Orville Wright out of the sky. That was actually in his 2007 letter, and he wasn’t kidding. Aviation changed the world and paid its investors less than nothing through all its history. That …
Thoughts on Netflix?
Whole lot of analysts saying it's a defo buy but stop has not been able to recover despite the divorce from Warner bros. I own Netflix and want to add some but I'm hesitant and think I should diversify by adding Comcast and T mobile
Berkshire just paid $8.5B for a homebuilder and that made me take a closer look at Lennar
Recently **r**ead that Berkshire Hathaway agreed to an all-cash deal for Taylor Morrison, a mid-cap homebuilder, and it got me thinking about the sector generally, specifically Lennar, since it's one of the bigger, more established names in the space and it's been getting hit alongside everyone else. LEN is one …
Do we stand before a value investing opportinity (Vinci - DG)?
So, using the Gordon formula to calculate the Intrisic Value (IV) of Vinci (DG), I came across a share price that is half what my assumptions — as a long-term investor — calculate. This is for a long-term horizon (10+ years).
Selling stocks. The trap of taking profits
A lot of investors are (still) making lots of mistakes when selling stocks. Here is a simple breakdown. **When to sell?** \- When the Cashflow and balance sheet deteriorate. \- When your stock is a cyclical and earnings peaked **When not to sell?** \- When the stock is a compounder, …