From Aswath Damodaran's latest newsletter, the best case for AI capex: it pays off, and hyperscalers come out far more capital-intensive. Worst case: write-offs and a repricing.
Investors forgot the metaverse bill fast.
If they miss, will the market care this time?... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
"Preservation, income, growth."
Last week, on CNBC, SoFi's Liz Thomas said (minute 08:40) it's time to weight all three evenly, "not because you have different goals, but because the market is offering you an opportunity, particularly in income โ and this goes even for younger... Show More
All of the best investors share one indispensable trait: "the ability to take pain." โ Mohnish Pabrai
Fifteen years of deadlifts trained that muscle long before the market got a turn. Leg day today, have a good weekend everyone.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
September has been the stock market's worst month on average since 1985, and it kept the streak. Portfolio down 1.5% in September, and surprisingly, it paid me more in dividends than any month since June, the magic of core-and-satellite strategy at its best.
The index got off lighter than I did,... Show More
Portfolio Manager app is now available on the eToro app store.
Manage allocations, get dips and rebalancing trade signals to keep the strategy on track, all in sync with your eToro portfolio.
https://etoro-portfolio-manager.base44.app
If you'd like to try, please reach out and I will personally... Show More
Income statement, cash flow statement, balance sheet. The three reports that separate reading a company from guessing at one, and the shared language of investors, executives and data-driven professionals.
Second time through Financial Intelligence, first recommended to me seven years ago by a manager... Show More
"The great paradox of this remarkable age is that the more complex the world around us becomes, the more simplicity we must seek in order to realize our financial goals. Simplicity, indeed, is the master key to financial success."
โ Jack Bogle, founder of The Vanguard Group
I love how simple... Show More
๐๐ก๐ ๐๐จ๐ซ๐ข๐ง๐ 30-year ๐ฉ๐ฅ๐๐ง
"Your strategy should be so simple and logical that you understand it, believe in it to your core, and can stick with it even in the difficult times when it no longer seems to work. The strategy must also suit your tolerance for pain, volatility, and loss. It... Show More
"For most individuals, the best strategy is not the one that's going to get you the highest return." โ Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life
Most people should just index with ETFs because they don't understand what they're doing.... Show More
๐๐๐จ๐ฎ๐ญ ๐๐
A few of you copy or follow this portfolio, and I expect more to join the journey, so you should know who you're walking with, not just what we hold.
๐๐ก๐จ ๐๐ฆ ๐?
John Ostrowski, a different mix of Brazilian and Polish, born and raised in Curitiba the industrial capital from south... Show More
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