After reviewing the Q3 results, I increased my position at c.121 as the company continues to operate as a cash machine
$PDD (PDD Holdings Inc - ADR) is now sitting on roughly 60B in cash with zero debt. On a net basis, the enterprise value is around 120B, which implies an EV/FCF of about 4.5x... Show More
Appleโs iPhone business alone makes more than Bank of America or Meta
Even its smaller segments, like Services or Wearables, rival Target and Starbucks in revenue
Portfolio of billion-dollar businesses
$AAPL (Apple)
Source: The Compound... Show More
๐๐จ๐ฐ ๐ฉ๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ข๐ง๐ ๐๐ข๐ฌ๐ญ๐จ๐ซ๐ญ๐ฌ ๐ฆ๐๐ซ๐ค๐๐ญ๐ฌ ๐๐ง๐ ๐๐ฎ๐๐ฅ๐ฌ ๐ ๐ฉ๐จ๐ญ๐๐ง๐ญ๐ข๐๐ฅ ๐๐ฎ๐๐๐ฅ๐
I want to talk about something that almost no one is talking about โ please read.
This post follows my previous one, as some investors misunderstood a few key points.
I spent... Show More
"๐๐ฎ๐ฌ๐ญ ๐๐ฎ๐ฒ ๐ญ๐ก๐ ๐&๐๐๐๐"
That advice has worked perfectly - until now.
Below are my thoughts on passive investing in the S&P 500.
The $SPX500 no longer reflects the broader market and passive investing in it may now be creating its own risk.
Of course, buying the S&P... Show More
๐๐ก๐๐ญ ๐๐ง ๐ข๐ง๐๐ซ๐๐๐ข๐๐ฅ๐ ๐๐ฏ๐๐ง๐ญ!
Feeling truly grateful to have attended the eToro PI Summit
The best part of this event was without a doubt the community
Meeting people from all over the world, with different cultures, ideas, and different investing approaches was an amazing experience
It... Show More
Most institutional investors and hedge funds have been net sellers, missing a significant portion of the ongoing bull market
In contrast, private clients, including retail investors, high-net-worth individuals, and some family offices have been consistently buying throughout the rally
$SPX500$NSDQ100... Show More
With the CAPE ratio now above 40x (long-term average ~18x), it may be time to rethink how much exposure investors should keep in one region.
Thoughts ?
$SPX500$DJ30$NSDQ100$GOLD$RTY... Show More
Since 1990, the S&P 500 has averaged 31 days per year with declines of 1% or more
Reminding us that market pullbacks are a normal part of investing
Source: A wealth of common sense
$SPX500$DJ30$NSDQ100$GOLD$RTY... Show More
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Sat Dec 06 2025 09:33:38 GMT+0000 (Coordinated Universal Time)