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bathtime

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  1. Reddit threads on soda consumption by people taking GLP-1s.
  2. KO and PEP down big today. KO getting to a decent relative value? Near the cycle low forward P/E of 18 from last decade.
  3. Congratulations on an excellent hedge and trade.
  4. Are we around 1.4x BV near $350 on the B shares? Thanks.
  5. Ah thanks, I like that equal weighted SPX idea. Up even less than VIG year to date. Will consider that.
  6. VIG - Vanguard Dividend Appreciation ETF Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December.
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