Posts
ETF vs Google vs Amzn or others
With the recent up and down , some Of which is not fundamental would you stack up on ETFs or buy Google or Amazon , MSFT , or other MAG7s? MSFT has been a drag down all year. Google I feel is like an ETF in itself and likely be …
Three Compounders at a Discount: opportunity or trap ?
Hi guys i‘ve been tracking a few high-quality compounders that have been beaten down by recent market sentiment. With the current pullback, we’re seeing some of the most reliable businesses in the US trading at prices we haven’t seen in a long time. **Tractor Supply ($TSCO) :** A retail staple …
I've asked Microsoft's Copilot about adjusted P/E
I assume AI to be a dotcom 2.0 and IT IS a dotcom 2.0, there's no arguing with that, it's even worse for many stocks as dotcoms didn't burn billions in the furnace, top bubbles like OpenAI burned tens of billions, the valuations look insane even with inflation adjusted. **Microsoft …
Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity
Valuations of some of these MAG5 stocks is now lower than it was in April 2025 (after the Trump tarrifs announcement). Lot's of people have missed the opportunity to buy them cheap back then and regretted not pulling the trigger (too afraid). Here is your second chance... I am highly …
Genuinely what on earth is going on with software right now? This is completely unhinged.
What we are witnessing over the past two and a half weeks is some of the craziest, most irrational market behavior I’ve ever seen in my life. The IGV software index looked like it was starting a clean comeback in mid-June, bringing names up significantly. Which made sense because close …