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Posted
On 1/27/2025 at 3:01 PM, gfp said:

 

The same amount of money bought NVDA today as sold it.  These rotations happen when the go-go names get spooked.  Berkshire stock usually ramps.  Sometimes it lasts.  Usually not

Love this, nice reminder!

Posted

Small starter positions in NEP. The bid ask ratio is no longer heavilly skewed towards sellers dumping. 

 

  • Bid10.37 x 1100
  • Ask10.40 x 900

I think now that all people who invested for the fat dividend have sold when the dividend was cut to zero, it looks like a less risky play getting all these assets at a discount, and some nice FCF after they deal with the 2 CEPFs that are coming due by hoarding cash or selling rather than diluting to pay it off with shares. . 

Posted
1 hour ago, cubsfan said:

 

Follow Blake's lead. Can't go wrong there.

 

15 minutes ago, Buckeye said:

Poor Blake. Getting dunked on, on an online forum, by someone’s Grandpa. 😕

 

Guys, stop trolling otherwise I start dunking!  Cheers!

Posted

I like Blake. He's smart, young and has a lot of spunk. He fits in well here.

He ought to do real well - but I think he will be more successful if he doesn't try to call the market. 
Many of us have had to learn the same lesson - it's very nature when you're young.

 

It's just there are not many that have the talent of Jim Simons or David Tepper.

Maybe he's the next one. 

 

 

Posted (edited)

Yeah or just  don't bother with the stuff that won't make you money.

 

Like, IDK how bitcoin will make me money so I don't really think about it.

 

Same with arguing politics with @cubsfan 😄

Edited by LC
Posted

I stand by the systemic risks I keep talking about. I think they're very large as well as very real. However, I do respect the advice to focus on what you can control and it certainly isn't good to focus on the general market / macro. At least not all the time anyway.

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