General Discussion

12,328 topics in this forum

1. Payment Networks & Processors (V, MA, PYPL, FISV, FIS, GPN, AXP, XYZ, ADYEY, etc.) 1 2 3

   By formthirteen, January 2
   • 59 replies
   • 5.7k views
   • 
   • tnathan
   • Sunday at 03:27 AM

2. Eff You Money 1 2 3 4 13

   By james22, December 20, 2024
   • 322 replies
   • 37.9k views
   • 
   • schin
   • Sunday at 02:07 AM

3. Defense contractors 1 2 3 4 21

   By KJP, March 28, 2020
   • 513 replies
   • 96.9k views
   • 
   • Fly
   • June 20

4. Insurance Brokers (MMC, AON, AJG, WTW, BRO) 1 2 3 4 35

   By tnathan, December 6, 2022
   • 857 replies
   • 145.9k views
   • 
   • dwy000
   • June 19

5. LLM for COBF?

   By investmd, September 6, 2025
   • 17 replies
   • 2.1k views
   • 
   • investmd
   • June 18

6. Cryptocurrencies 1 2 3 4 226

   By rkbabang, May 4, 2017
   • 5.6k replies
   • 994k views
   • 
   • Xerxes
   • June 18

7. Managing a Concentrated Portfolio - How do you do it? 1 2

   By Cor, June 12
   • 25 replies
   • 1.7k views
   • 
   • Red Lion
   • June 16

8. Seth Klarman discussion at Goldman

   By dcollon, July 28, 2025
   • 24 replies
   • 2.2k views
   • 
   • dcollon
   • June 14

9. Guy Spier Op-Ed: "The Golden Age of Value Investing Is Over" 1 2 3 4 6

   By charlieruane, September 18, 2025
   • 141 replies
   • 19.3k views
   • 
   • boilermaker75
   • June 12

10. Great podcast episode recommendation thread 1 2 3 4 15

    By Liberty, April 15, 2019
    • 369 replies
    • 104.9k views
    • 
    • Marco Van Basten
    • June 12

11. Reflections on a China Bet and a Tail Betting Experiment

    By Green King, May 31   

    • china
    • risk/reward
    • 2 replies
    • 457 views
    • 
    • Green King
    • June 8

12. Thread for contrarian ideas 1 2 3 4 6

    By Gregmal, June 13, 2022
    • 126 replies
    • 13k views
    • 
    • Paarslaars
    • June 8

13. Benedict Evans 2026 Annual Presentation

    By weighingmachine, June 8
    • 1 reply
    • 291 views
    • 
    • thowed
    • June 8

14. What are your favorite Substacks?

    By rogermunibond, June 4
    • 7 replies
    • 604 views
    • 
    • weighingmachine
    • June 7

15. Railroads 1 2 3 4 7

    By dealraker, February 17, 2023
    • 154 replies
    • 36.1k views
    • 
    • gfp
    • June 6

16. What are you listening to ? (Music thread) 1 2 3 4 22

    By Spekulatius, December 29, 2021
    • 543 replies
    • 86.4k views
    • 
    • whatstheofficerproblem
    • June 6

17. Where are you going.. (Travel Thread) 1 2 3 4 21

    By Longnose, July 21, 2022
    • 519 replies
    • 74.3k views
    • 
    • Xerxes
    • June 5

18. I'm a Dad! 1 2 3

    By Saluki, April 22
    • 61 replies
    • 2.6k views
    • 
    • villainx
    • June 5

19. Water Rights

    By JGBRK, March 22, 2011
    • 11 replies
    • 3.4k views
    • 
    • Red Lion
    • June 5

20. Movies and TV shows (general recommendation thread) 1 2 3 4 48

    By Liberty, January 24, 2019
    • 1.2k replies
    • 251.2k views
    • 
    • brobro777
    • June 4

21. Sharehold Friendly Management Teams?

    By ValueMaven, June 3
    • 5 replies
    • 496 views
    • 
    • Hektor
    • June 4

22. Japan opportunity 1 2 3 4 7

    By mhdousa, August 22, 2017
    • 159 replies
    • 39.2k views
    • 
    • chenisheng
    • June 4

23. How about them apples? 1 2 3

    By Gregmal, July 26, 2024
    • 73 replies
    • 9.4k views
    • 
    • TwoCitiesCapital
    • June 3

24. Kevin Warsh

    By Blake Hampton, June 1
    • 2 replies
    • 410 views
    • 
    • Blake Hampton
    • June 3

25. FNMA and FMCC preferreds. In search of the elusive 10 bagger. 1 2 3 4 700

    By twacowfca, January 15, 2011
    • 17.5k replies
    • 7m views
    • 
    • Mephistopheles
    • June 2