General Discussion

12,338 topics in this forum

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

   By Parsad, February 28
   • 5 replies
   • 1k views
   • 
   • Parsad
   • March 7

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

   By rogermunibond, March 4
   • 56 replies
   • 2.6k views
   • 
   • Parsad
   • March 6

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

   By Luke, January 27, 2025
   • 278 replies
   • 30.3k views
   • 
   • Marco Van Basten
   • March 6

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

   By Liberty, November 14, 2018
   • 126 replies
   • 47k views
   • 
   • Cod Liver Oil
   • March 1

5. THE 2028 GLOBAL INTELLIGENCE CRISIS

   By james22, February 24
   • 20 replies
   • 1.8k views
   • 
   • whatstheofficerproblem
   • March 1

6. Portfolio 2026 1 2 3 4 8

   By phil_Buffett, December 20, 2025
   • 182 replies
   • 25.2k views
   • 
   • ICUMD
   • February 26

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

   By whatstheofficerproblem, February 12
   • 50 replies
   • 3.1k views
   • 
   • Red Lion
   • February 25

8. The Knowledge Illusion

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

9. Alternative Asset Managers

   By tytthus, November 20, 2025
   • 22 replies
   • 2.9k views
   • 
   • Red Lion
   • February 25

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

    By BG2008, June 26, 2020
    • 46 replies
    • 11.8k views
    • 
    • buylowersellhigh
    • February 21

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

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

12. Software Companies with Network Effects that Benefit From AI

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

13. Brooklyn Investor latest 1 2 3 4

    By Libs, November 8, 2024
    • 93 replies
    • 14k views
    • 
    • indirect
    • February 19

14. 13F Season and New or Outlier Positions 1 2 3 4

    By Saluki, February 14, 2024
    • 81 replies
    • 13.5k views
    • 
    • Marco Van Basten
    • February 19

15. Where is the Buffett Indicator?

    By Parsad, February 11
    • 17 replies
    • 1.5k views
    • 
    • Parsad
    • February 19

16. Michael Burry’s current holdings 1 2 3 4 10

    By Sweet, June 22, 2022
    • 239 replies
    • 44.8k views
    • 
    • DegenerateGambler
    • February 18

17. "Rent an Expert" Consulting Calls.

    By Saluki, February 12
    • 5 replies
    • 606 views
    • 
    • Saluki
    • February 13

18. Quantum Computing

    By mattee2264, December 11, 2024
    • 21 replies
    • 3.1k views
    • 
    • Dalal.Holdings
    • February 12

19. India EMS Sector

    By dymanojbabu, February 12
    • 0 replies
    • 231 views
    • 
    • dymanojbabu
    • February 12

20. Best Idea(s) for 2025 1 2 3 4 10

    By valueventures, December 11, 2024
    • 238 replies
    • 44.8k views
    • 
    • Longnose
    • February 10

21. In which verticals are margins massively improved due to AI? - Big Pharma?

    By investmd, February 6
    • 14 replies
    • 999 views
    • 
    • Spekulatius
    • February 8

22. India 1 2 3 4 9

    By Viking, September 7, 2022
    • 221 replies
    • 66.8k views
    • 
    • UK
    • February 8

23. Averaging up

    By Cod Liver Oil, February 5
    • 21 replies
    • 1.3k views
    • 
    • LC
    • February 7

24. Article on Zeke Ashton at the VIC

    By Parsad, October 12, 2010
    • 8 replies
    • 5k views
    • 
    • oscarazocar
    • January 30

25. Canadian stock portfolio, input required.

    By Milu, January 28
    • 17 replies
    • 1.1k views
    • 
    • UK
    • January 29