blakehampton

For all of you guys buying T-bills, what is the best way to do it while maintaining strong liquidity? Fidelity is my broker and I have checked out their bonds page but haven't quite figured it out.

Followed Munger into BABA at $200, pain.

It would bring a tear to my eye to only have to read 20-30 pages in a report. Those are some great uploads @Gamecock-YT, thank you.

Indeed. Thank you @Libs.

Also Apple is selling at more than 29x earnings. Buffett kinda hailed them at Berkshire’s meeting but they still seem very expensive. What do I know though.

You’re definitely right. I find myself analyzing multiple billion dollar companies when I can just look at something smaller that is selling way cheaper, plus the additional runway for growth. It might be because the bigger ones are the spectacles that you hear all about in the news.

How has your investment strategy changed throughout your life? I see a lot of older people posting on this forum and I find it really interesting that there are some of you that have played this game for many more years than I have. For context, I am a 21-year-old accounting major that has been studying investment for only about two years now. I seem to have new ideas about my investment strategy every day, I can only assume that other people on here are the same. I used to primarily look at book value but now believe earnings to be the most important factor regarding an investment. This is of course if both the balance sheet and management support the company behind given earnings. For some of you experienced investors, I'm sure that this seems very trivial. For me however, it was a breakthrough. I'm wondering what are the eye-openers some of you have had, either recently or in the past, that have changed your view on investment. Being that there are many that haven't experienced an investing environment outside of the low rates in the recent past, adding age for context would be nice. But of course, you don't have to.

What are your favorite daily and weekly news sources? Do you receive them via email or consolidated in an app like Apple News? Feel free to list any newsletters, newspapers, etc.

@Spekulatius Would love to hear your thoughts regarding natural gas

I bought a bit of Epsilon Energy and have wanted to start looking into Chesapeake. It’s my first time getting into commodity businesses and it seems a bit daunting due to the volatility. Fundamentally the companies seem solid but you never know. Have a cousin that was telling me about Chesapeake’s future contract with a LNG shipping company and really makes me think that this will be an interesting transition concerning Europe’s natural gas supply chains. Russia is out and USA is in.

Right now, corporate profits as a % of GDP are at a historical all-time high of around 11%. I have a couple of questions. Will this figure not revert back towards the mean of 6%, be it through lower earnings or higher corporate taxes? (Higher corporate taxes would help to pay down the record levels of US national debt, around 120% of GDP) What could it possibly mean for the US stock market overall? What additional thoughts do you have on the subject? Source: https://fred.stlouisfed.org/graph/?g=1Pik

So I'm assuming that you're using TIKR as the screener?

Title

Seems that the price of natural gas has been collapsing recently due to a milder winter in Europe. Was just wondering if anyone had any thoughts on the subject.

I currently only use Finra Markets and I was wondering if there is any other tools that you all might be using. I have a pretty good general knowledge of how to screen for stocks but not bonds.