Dalal.Holdings

Yep, I was right: detached from reality.

My understanding of her policies is what she stated in that video, she’s worked for Goldman Sachs, speaks Mandarin, and is in a civil union with a woman from Sri Lanka w 2 adopted kids. Please teach me: what makes her “far right”???

It's really amazing that someone who talks a lot of sense is instantly labeled as "far-right" by the established media across the globe. None of her policies would be deemed extreme 20 years ago...they would have been considered center-right at most.

The post I quoted was forecasting 50% 1 year return for Bitcoin as a “conservative” estimate.

$WLN.PA

Instead of saying "we're getting detached from reality", I should have said already detached

Oh boy, here we go...

Like I said, we're getting detached from reality when 50% annual returns are deemed "conservative".

"All of humanity's problems stem from mans' inability to sit quietly in a room" Do something syndrome is a strong force. Sometimes, it's best to do nothing. I know, it's quite a radical notion, but I ain't swinging unless I see a fat pitch.

“Cash is a call option with no expiration date, an option on every asset class, with no strike price.” —the Goat I’m not mostly sitting in cash though, I’m just looking outside the United States

Sounds like this guy: I have no take on this kind of analysis. What I do know is that there is a dearth of fat pitches in the U.S. market and lots of insane investment theses being passed around. That tells me to be cautious

Please teach me: the fees collected by Eth go to who ???

‘Don’t hate the player, hate the game’….or just play a different game altogether

A) highly dependent on interest rates, economic conditions b) High Dependent on Eurozone economic growth, a cyclical, and has already had a big run up c) Need I say more than Dolan. Do the Rockettes have the same franchise value as 20-30 years ago? Too many assumptions for my taste. Certainly not an easy 4 bagger in 10 years. d) A railroad trading at 8x EV/S. Hard Pass. I’ll wait for the fat pitches to come to me instead of making a ton of assumptions about cyclicals trading near their tops, interest rates, the economy, etc. These don’t sound like slam dunks to me at all.

Alright, we've got an ETH thread, Michael Saylor being pitched as a value investor, and threads on Quantum Computing, etc. With this energy, we can summon The Top to come sooner. Let's keep it going

The Top is close. I can smell it. I'm tapped out of U.S. markets other than some core holdings. Oh, and I wouldn't be so quick to make fun of people who hold cash. Even Ole Warren is there. Those with cash will be the ones to buy the fire sale.

These are easy 4 baggers in 10 years? Now I’ve heard it all

Yep. It was the same in Y2K. Value investing is dead.

Love seeing these posts on a value investing forum

Yep. Momentum works well until it reverses. Then you get hosed. But hey, at least you made hay while the sun was shining, right? After you blow up, you can go start another fund a few years later anyway

Active managers are dumb for different reasons. Lots of “sophisticated” active money is now just momentum chasing

Congratulations. High fives all around

The more blind “passive” money the top 10 stocks get, the more they can freely abuse their shareholders. Excessive stock based comp…the hidden tax on investors is the easiest way. The employees, from the execs on down, can compensate themselves lavishly because their shareholders are passively throwing money at them…the agency problem run amok. Passive investing means the investors will take it lying down…

All those boomers putting it all in the index have no idea how concentrated they really are