Posts
Nu Holdings value stock?
With the news that Nu is in talks to acquire Monzo to enter the UK market, I think the company is at a bit of an inflection as I do deeper research. It has built a highly efficient profitable engine serving Brazil, Mexico, and Colombia, and looks well on its …
What is the best US Value ETF to "invest and forget" (10-15y horizon)? A few ideas and seeking help
Let’s say I want to invest my cash in the US market via an ETF, but I’m uncomfortable with the S&P 500's heavy concentration in the Mag 7 (35% of the index). I want to hold tech stocks, but I don’t want them to be so overrepresented. Also, Expense Ratio …
Share buybacks without future dividends are pointless, correct?
So I've been diving in more to understanding the intrinsic value of shares, and I've landed on this question. If there is any literature you recommend please direct me. Currently working my way through the Intelligent Investor. Alright, so I understand that buybacks are more tax efficient and that when …
For those sitting on cash waiting for the next correction/AI bubble pop, how long have you been waiting?
I’m curious how long people have actually been sitting in cash waiting for the market to drop. Was it worth it so far? What if there’s no major correction for another 2–5 years and you miss out on years of gains?? What are you doing with your cash in the …
I’m rotating some money out of AI. This may age terribly.
I’ve had a very good run with AI stocks. Better than I probably deserved. I’m keeping a few. But I’m also taking some money off the table because I’ve reached that uncomfortable point where I still like the companies, I still believe the story, and I increasingly dislike the price. …
Is Casey's General Stores (NASDAQ: CASY) hitting the end of the road?
Hello, Here is my short thesis on Casey's General Stores. I would appreciate any feedback and am happy to answer any questions! [https://madishahn.substack.com/p/caseys-general-stores-short](https://madishahn.substack.com/p/caseys-general-stores-short)
Any thoughts on Linde (LIN)?
I got into Linde at 480. Not a bad compounder but sadly tied with AI CAPEX spending and some of the EPS growth is financial engineering. Revenue growth is OK, but likely from price increases. Bought at a little stretched valuation sadly, should have gotten in later. Any other Linde …
FYI, Berkshire Hathaway added $136.3 million dollars to their stake in Lennar the past three trading days - SEC Form 4 filing.
[https://www.sec.gov/Archives/edgar/data/315090/000119312526403089/xslF345X06/ownership.xml](https://www.sec.gov/Archives/edgar/data/315090/000119312526403089/xslF345X06/ownership.xml) Total of 1,659,025 class A shares of Lennar for $134,737,831 and 20,675 class B shares of Lennar for $1,644,959. BRK now holds 25,378,134 class A and 548,892 class B shares of Lennar.
Concentrated portfolio managers: Courageously losing your money
“Fund managers with concentrated portfolios are often praised for having the “courage of their convictions.” Courage is not what’s needed. What’s needed is skill, wisdom, and humility, all of which may be negatively correlated with concentration”
Does CPI tell you how much harder it is to build wealth?
I’ve been working on an alternative way to think about inflation, and I’d like this sub to poke holes in it. CPI answers a useful question about consumer prices. But as an investor, I’m also interested in a different question: how much harder has it become to acquire assets that …