Anyone investing heavily this year??
- Thread starter rph2005
- Start date
15 Quality stocks you've never heard of
The biggest edge of investors like you and me? We are able to invest in smaller companies. In this article you’ll find a list with 15 Quality Stocks you’ve never heard of. I am quite comfortable to state that this list will outperform the S&P500 over the next decade.
www.compoundingquality.net
$INTC earnings after hours. No real feel one way or the other. Estimates were pretty low already but there are rumblings that $INTC will be on the higher end of estimates. There are also rumors that $META is moving on from using $INTC in datacenter. Oracle is making a pivot from $INTC in future systems.
Some yolo puts because semi sentiment is a bit negative because of... reasons.
***edit***
Some yolo puts because semi sentiment is a bit negative because of... reasons.
***edit***
Oracle Bets On AMD, Ampere CPUs; Ellison Says ‘Intel x86 Architecture’ Is ‘Reaching Its Limit’ | CRN
Oracle is investing significant amounts of money in CPUs from AMD and chip startup Ampere Computing as Larry Ellison says the 'Intel x86 architecture' is 'reaching its limit.'
www.crn.com
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$LRCX did well.
Are “retail investors” even listening to those folks? I think the little guys understand the gravity the Dimons of the world control, however, I think they aren’t as afraid of them — it’s not the 90s. Robinhood has everyone feeling like David.
I think some do, some don't. Even with the mechanisms in place to take part in the market, not everyone has a plan of their own unfortunately. I think it's easy to scare the average person out of their positions, especially when it's coming from someone seemingly "of stature", or at least more experienced.
Daily double
Rich and Anonymous
I think there’s an “ideal” net worth for everyone, when money not only stops bringing pleasure but becomes a social…
Rich and Anonymous
I think there’s an “ideal” net worth for everyone, when money not only stops bringing pleasure but becomes a social…collabfund.com
Man fuck that..I know how it feels to be super broke. Give me that kind of money and any nigga that doesn't respect my boundaries will get cuss the fuck out (excuse my nigga talk).
People got to learn to set healthy boundaries with people...
The Best Savings Accounts of April 2024
See the best savings accounts for April 2024 based on interest rates, monthly fees, minimum balances, and other features that matter to you.
www.moneyrates.com
This was a really good video, but I must ask (forgive me fellas, I am still learning this stock game...Hopefully after I finish reading a few books I'll be more equipped in the next 3 months) why not just invest in QQQ??
Is it because with single stocks you can own as much as you want and in QQQ everything is spread around?
Yea... I think it comes down to a) portfolio construction AND b) the individual investor's circle of competence.
a) Portfolio construction wise, I know that he's said that as far as his retirement portfolio goes it's all ETFs for steady long term growth/compounding. But that in his taxable account he invests in way more individual companies that he knows/likes (see the next point) and also to take advantage of volatility for the right entry/price-points...
b) Circle of competence wise, he worked in tech sales for years so he has a deep understanding of cyber security, cloud, and tech sector in general. With that edge in specific knowledge (circle of competence) if you can stockpile shares of the best of the bunch rather than buying the whole sector via an ETF, you have a chance to win bigger (since you're concentrated on your hand picked winners vs. buying the whole sector which includes the laggards).
It's obviously not a sure thing, but it can work if you really know what you're doing.. and admit to yourself what you do and don't know about certain sectors/companies/strategies.
(*DISCLAIMER: ^^My unprofessional opinion^^)
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Nice. My advisor put me in all of these. Hopfully in the next 5 yrs it pays off
Snowflake has come up on my radar a few times recently, might throw them on my watchlist..
*EDIT: I didn't see COIN on Baupost's 13F and Just read another article where it says that their exposure to COIN is "a convertible debt investment and should not be seen as a bullish bet on Coinbase or crypto more broadly. Klarman struggles to see the long-term case for crypto and has decided to stay on the sidelines, other than the debt investment."
Seth Klarman Discusses Investing Environment and Opportunities in Real Estate Market
On June 27, 2023, Seth Klarman, CEO of Baupost Group, made an appearance on CNBC's "Squawk Box" to discuss the
beststocks.com
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Was watching dave Ramsey this morning. He said historically after a 2 yr down period the market has always had a big run. Im hoping history repeats itselfSnowflake has come up on my radar a few times recently, might throw them on my watchlist..
Also, I was watching another Seth Klarmann interview yesterday and they mentioned that his fund (Baupost) has become and investor in COINBASE ($COIN). Which surprised me since he such a deep value guy. I guess I haven't looked at COIN in a minute either.
Legendary Investor Seth Klarman Praises Coinbase, Calls This Sector A 'Hunting Ground' - Coinbase Glb (NASDAQ:COIN)
Baupost Group CEO Seth Klarman believes we are in the midst of a challenging investing environment, plagued by an "everything bubble," yet there are still some places to put money to work.www.benzinga.com
Word. I'm not seasoned enough to know for sure but we'll see. There seems to be a way to participate no matter what direction things are headed though.
Naw that makes total sense.
One of the main reasons why I am so big on Google and Apple, I work in the healthcare space and my company has had several conversations with them both about doing some things in healthcare and then all of the things Apple is doing with the apple watch and some of the partnerships they have with a few hospitals allowing patients to sync their data into their EHR systems....
That's an edge in knowledge for sure (fresh info in the normal course of your daily). I think that's how folks can open positions in individual companies with more confidence and stay in certain holdings.
Breakingviews - Australia’s $2.5 trillion pension stash is one to envy
Ask Hong Kong-based financial bigwigs where they have been jetting off to since the Asian hub lifted its coronavirus restrictions and a surprising number say Melbourne. Sure, mining giant BHP has its headquarters in Australia’s second-most populous city, it’s a self-anointed coffee capital and...
Original Publish Date: 07/17/2023
Show Notes
05:05 Early experience in business and investing
17:43 Path to Baupost
20:18 Value investing principles over time
34:39 Sourcing
42:47 Diligence
49:07 Portfolio construction
52:49 Risk management
56:04 Illiquidity
58:46 International investing
1:00:50 Current environment
1:09:13 Alignment with clients
1:12:23 Succession at Baupost
1:14:33 Perspectives on Securities Analysis and Margin of Safety
1:21:47 Boston Red Sox
1:23:59 Horse Racing
1:25:53 Philanthropy
Money Mastery & Financial Literacy [Issue #20: Week 30, July 2023]
6 Steps to Buying Your First Home, 8 Easy Ways to Make Money Online, 6 Figure Jobs Without A College Degree, How to Send Your Child to College Debt-Free with a 529 Plan, Book of the Week and more!
www.thefinancenewsletter.com
@Aww Skeet Skeet! Lisa Su had a lot to say today.
She did. I'm kinda disappointed with the q3 guidance. IN Q1, she mentioned that q2 would be flattish, but the second half would really pick up.
Everything is riding on q4. Server, AI, El Capitan super computer. Needs to be a blow out. Market seemed to react positively to the ER though.
Fitch credit down grading..... essentially we are looking at a potential government shutdown due to budget debates/politics
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Rating agency Fitch dropped a bombshell late Tuesday, leaving analysts and economists confused. Even as the U.S. economy is chugging along nicely despite the encircling uncertainties, the firm downgraded U.S.'s long-term rating from "AAA" to "AA+."
Uncover the secrets behind managing the world's largest mutual fund, the Vanguard Total Stock Market Index Fund, in this captivating episode of WEALTHTRACK. Join Gerry O'Reilly, the fund's principal portfolio manager, as he reveals the active management required for this trillion-dollar behemoth. Learn about O'Reilly's inspiring journey from Ireland to the 1988 Seoul Olympics before delving into his impressive track record. Gain insights into the misconceptions surrounding index fund management and discover the strategies employed to match the CRSP U.S. Total Market Index. Don't miss this exclusive episode for a behind-the-scenes look at the fund shaping the investment landscape.
#mutualfunds #vanguard #investingstrategy
00:00 Hello
00:50 Introduction
03:10 Interview with Gerrard O'Reilly
23:05 One Investment
25:02 Action Point
WEALTHTRACK episode 2004 broadcast on July 21, 2023