General Discussion

12,338 topics in this forum

1. Alan Greenspan

   By brobro777, June 22
   • 0 replies
   • 262 views
   • 
   • brobro777
   • June 22

2. Do you pay for any research? 1 2

   By wisowis, August 9, 2025
   • 33 replies
   • 3.5k views
   • 
   • gym97
   • June 21

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

   By formthirteen, January 2
   • 59 replies
   • 6.1k views
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   • tnathan
   • June 21

4. Eff You Money 1 2 3 4 13

   By james22, December 20, 2024
   • 322 replies
   • 39k views
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   • schin
   • June 21

5. Defense contractors 1 2 3 4 21

   By KJP, March 28, 2020
   • 513 replies
   • 98.2k views
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   • Fly
   • June 20

6. LLM for COBF?

   By investmd, September 6, 2025
   • 17 replies
   • 2.2k views
   • 
   • investmd
   • June 18

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

   By Cor, June 12
   • 25 replies
   • 1.9k views
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   • Red Lion
   • June 16

8. Seth Klarman discussion at Goldman

   By dcollon, July 28, 2025
   • 24 replies
   • 2.4k views
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   • 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
   • 20k views
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   • boilermaker75
   • June 12

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

    By Green King, May 31   

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

11. Thread for contrarian ideas 1 2 3 4 6

    By Gregmal, June 13, 2022
    • 126 replies
    • 13.6k views
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    • Paarslaars
    • June 8

12. Benedict Evans 2026 Annual Presentation

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

13. What are your favorite Substacks?

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

14. Railroads 1 2 3 4 7

    By dealraker, February 17, 2023
    • 154 replies
    • 36.6k views
    • 
    • gfp
    • June 6

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

    By Spekulatius, December 29, 2021
    • 543 replies
    • 87.7k views
    • 
    • whatstheofficerproblem
    • June 6

16. I'm a Dad! 1 2 3

    By Saluki, April 22
    • 61 replies
    • 2.9k views
    • 
    • villainx
    • June 5

17. Water Rights

    By JGBRK, March 22, 2011
    • 11 replies
    • 3.5k views
    • 
    • Red Lion
    • June 5

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

    By Liberty, January 24, 2019
    • 1.2k replies
    • 253.6k views
    • 
    • brobro777
    • June 4

19. Sharehold Friendly Management Teams?

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

20. How about them apples? 1 2 3

    By Gregmal, July 26, 2024
    • 73 replies
    • 9.8k views
    • 
    • TwoCitiesCapital
    • June 3

21. Kevin Warsh

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

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

    By twacowfca, January 15, 2011
    • 17.5k replies
    • 7.1m views
    • 
    • Mephistopheles
    • June 2

23. 2026 Best Investment Ideas 1 2 3 4 6

    By Xerxes, December 18, 2025
    • 139 replies
    • 23.2k views
    • 
    • Malmqky
    • June 2

24. Wintaai Holdings Ltd (not listed) 1 2 3

    By MrB, May 7, 2021
    • 69 replies
    • 24.4k views
    • 
    • jfan
    • June 2

25. What Are You Drinking? 1 2 3 4 17

    By Castanza, February 28, 2020
    • 410 replies
    • 102.1k views
    • 
    • brobro777
    • May 30