General Discussion

12,329 topics in this forum

1. Giverny Capital and / or François Rochon - General News

   By John Hjorth, March 23, 2024
   • 18 replies
   • 4.6k views
   • 
   • investmd
   • March 26

2. Marketwatch: The Moneyist

   By Sweet, March 5, 2023
   • 4 replies
   • 1.8k views
   • 
   • Sweet
   • March 25

3. OIL? 1 2 3

   By Lotsofcoke, March 19
   • 62 replies
   • 3.7k views
   • 
   • SharperDingaan
   • March 23

4. So What Exactly Is The "Short Homebuilders" Thesis At This Point 1 2 3 4 6

   By Gregmal, December 7, 2022
   • 127 replies
   • 24.9k views
   • 
   • handycap5
   • March 23

5. Feel Good Story of the Week!

   By Parsad, March 21
   • 4 replies
   • 471 views
   • 
   • Parsad
   • March 22

6. Hindenburg Research, short SMCI?

   By Luke, August 28, 2024   

   • ai
   • super micro
   • (and 1 more)

     Tagged with:

     • ai
     • super micro
     • nvidia
   • 1 reply
   • 949 views
   • 
   • Spekulatius
   • March 21

7. Canadian Banks 1 2

   By Viking, November 23, 2011
   • 48 replies
   • 13.7k views
   • 
   • John Hjorth
   • March 18

8. Public Company Share Repurchase-Cannibals 1 2 3 4 10

   By nickenumbers, January 14, 2019
   • 234 replies
   • 51.1k views
   • 
   • Intelligent_Investor
   • March 17

9. Substack Subscriptions - How To Manage Them to Your Own Personal Benefit

   By John Hjorth, April 21, 2023
   • 18 replies
   • 2.9k views
   • 
   • John Hjorth
   • March 13

10. Private equity and life insurance industry 

    By coffeecaninvestor, March 3
    • 12 replies
    • 929 views
    • 
    • Spekulatius
    • March 7

11. JPMorgan Warns Up to $150 Billion of Loans in CLOs Face AI Risk

    By Parsad, February 28
    • 5 replies
    • 959 views
    • 
    • Parsad
    • March 7

12. Date yourself without dating yourself - How many? 1 2 3

    By rogermunibond, March 4
    • 56 replies
    • 2.3k views
    • 
    • Parsad
    • March 6

13. Macro thread - Why is the market up/down? 1 2 3 4 12

    By Luke, January 27, 2025
    • 278 replies
    • 29.5k views
    • 
    • Marco Van Basten
    • March 6

14. Stanley Druckenmiller interview (2018) 1 2 3 4 6

    By Liberty, November 14, 2018
    • 126 replies
    • 46.5k views
    • 
    • Cod Liver Oil
    • March 1

15. THE 2028 GLOBAL INTELLIGENCE CRISIS

    By james22, February 24
    • 20 replies
    • 1.7k views
    • 
    • whatstheofficerproblem
    • March 1

16. Portfolio 2026 1 2 3 4 8

    By phil_Buffett, December 20, 2025
    • 182 replies
    • 24.4k views
    • 
    • ICUMD
    • February 26

17. RF&L - Ranches, Farms & Land 1 2 3

    By whatstheofficerproblem, February 12
    • 50 replies
    • 2.9k views
    • 
    • Red Lion
    • February 25

18. The Knowledge Illusion

    By kobesystem, February 23
    • 2 replies
    • 444 views
    • 
    • SharperDingaan
    • February 25

19. Alternative Asset Managers

    By tytthus, November 20, 2025
    • 22 replies
    • 2.7k views
    • 
    • Red Lion
    • February 25

20. Blackstone Vs Brookfield - Let's Stir The Pot (An Allow Me To Bash Brookfield) 1 2

    By BG2008, June 26, 2020
    • 46 replies
    • 11.6k views
    • 
    • buylowersellhigh
    • February 21

21. Software Companies (with Hardware) that Benefit from AI

    By Saluki, February 15
    • 17 replies
    • 1.9k views
    • 
    • UK
    • February 20

22. Software Companies with Network Effects that Benefit From AI

    By Saluki, February 19
    • 0 replies
    • 293 views
    • 
    • Saluki
    • February 19

23. Brooklyn Investor latest 1 2 3 4

    By Libs, November 8, 2024
    • 93 replies
    • 13.6k views
    • 
    • indirect
    • February 19

24. 13F Season and New or Outlier Positions 1 2 3 4

    By Saluki, February 14, 2024
    • 81 replies
    • 13.2k views
    • 
    • Marco Van Basten
    • February 19

25. Where is the Buffett Indicator?

    By Parsad, February 11
    • 17 replies
    • 1.4k views
    • 
    • Parsad
    • February 19