brobro777

Haha I thought of this right away This and Nasty Nate in prison, me and my buddies still joke about it to this day

Bought some -26% YTD JOE

Yea 2024 -26% YTD for JOE probably means good things for 2025

https://divestor.com/?p=12109 This is probably the correct take - there's still room to run $150k BTC why not baby why not

I understand NVDA is a much more solid company than Zoom but I remember like yesterday... https://www.forbes.com/sites/sergeiklebnikov/2020/10/29/zoom-is-now-worth-more-than-exxonmobil-and-founder-eric-yuans-net-worth-has-nearly-doubled-in-three-months/

Damn the guys who sell books/courses/seminars/coaching on how to "trade" and "invest" in some parts of the world have to be popping the champagne Their business was probably really good already but it's going to get exponentially better

This is great stuff baby, more dunskys throw $$$ into the market, the better action This is not just good stuff, but great stuff

I think being full time helps. If you have a good idea, you want to continue with it and see it to a reasonable conclusion without being interrupted by a job that takes your attention away. Coming back to the idea to continue the work, sometimes you don't quite have it anymore even with good notes Even just a few ideas properly researched/analyzed/executed can make up for the loss of income from the job through compounding over the years and put you ahead, maybe significantly ahead But I understand the point about working some easy, work from home job that leaves you plenty of time to invest, and the job providing income and a nice break from things So it depends on what kinda guy you are, some guys smoke Marlboros and some guys smoke Newports

Nicotine that can be consumed indoors and without stinking like an ashtray, with all kinds of barriers to entry - this may be one of the few good insights I have in my life

Yea this is what I intend to do with my PM, just hold and reinvest dividends for 20 years. The only individual stock/industry where I did at least somewhat okay over the years has been cigs/tobacco/nicotine and I think PM may go off 15% CAGR with dividend reinvestment for many years. It may end up a being a good idea to hold for far longer than 20 years, one of those never sell in your lifetime kinda thing

This is all nice talk but TTD from Jan 2018 to now is 62% CAGR And that hurts me deeply

Well what I can say is I bought TTD years ago and in a typical moronic fashion I sold out too soon. And it keeps going and going - of course it does - while being overvalued and overvalued, leaving me in the dust What I can add to this topic is maybe that the pace of adoption/distribution/increase in total addressable market/whatever other factors that I'm too stupid to recognize are way faster than I realize so that these "overvaluation" is not overvalued at all This is probably a bit of the beer talking but hey, John Daly said he did play his best golf when he was drunk...

I just imagine the scenario where these oil guys commit a bunch of capital to new projects cuz they got all kinda permission from Trump and crude cracks -50% like 2014 to 2016 Hoo boy man that's gotta give you the heebie jeebies

I mean I'm a moron when it comes to energy or pretty much any other industry except maybe tobacco/cigs so there's a good chance I'll turn out to be wrong but I just think Trump wants low energy prices so companies will be allowed to increase supply... which means some of these cowboys may get stupid ideas about increasing production through massive capital expenditures on new projects and that means little $$$$ for da shareholders Maybe it's different after -$40 per barrel Covid energy crash but I feel like I've watched this episode before...

probably neutral/bad, North American supply increase, keep prices low