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by 'investing', i assume you mean understanding the viability of the business model, unique technology, management competence, and mkt position. djt lacks all, so really nothing interesting there.
its the other public company dynamics that make it…
BaluBalu said
"I have not been following this thread well. So, pardon my enquiry. Why are you guys following the price ticks of this thing? Is there are catalyst, such as vesting, dilution, etc., tied to a price level? "
many reasons those fascinat…
fun race to $0 especially for those huge shareholders w/ $0 cost basis ...
https://www.usatoday.com/story/opinion/columnists/2024/08/21/what-is-wrong-with-donald-trump/74855577007/
ok, the summary i wanted to dig out...please correct as needed :
tax-exempt lineup discussed above :
- the current MFs are active
- the current ETFs are passive
- the ETFs are ~1-2bps cheaper (~10% cheaper on already very low amt)
- the active ETF…
as someone 'stuck' in primecap with a low cost basis, am always interested in a sensible analysis outside of morningstar.
one good thing i noticed, finomial's 'overlap' is dollar weighted, as it should be. for a largecap fund with massive assets,~…
my paid legacy still works...there is new button to switch at top.
it struck me how i was looking forward to something not breaking rather than something new&useful. but i guess even apple has lost the brand glow of the latter, and the long t…
no wonder morningstar is agog about AI...their quant score has had hallucinations since inception.
this particular issue is representative of the massive compensation:competence ratio for morningstar's layers of upper management. not only can the…
why the tip-toeing around basic investment logic, no politics required.
our equity investments are pieces of businesses. when public, we can see the outcome for management and shareholders, and incentives for the former.
one candidate has a long t…
best evidenced takes on gold by experienced real-world allocaters is via unlim., and verdad adv.
https://go.unlimitedfunds.com/the-role-of-gold-in-a-portfolio
MAGA too lazy to take advantage of this booming economy? prefer to get wealthy from trumps' shared kleptocracy?
sure, just like last time...and not a dime for billionaires.
dont tell me the blue collar service economy isn't absolutely vertical.
based on stats, the odyssey funds will be smaller growth , thus more volatile with possible larger LONGTERM returns.
based on real world, you are guaranteed to pay more in fees.
(quasi-correction)
presumably FICO serves up the score based on the rating agencies data, even if wrong.
but they do utilize complementary and supplementary data as 'checks' and likely weights in the algorithm, so not data-free themselves.
FICO is corrosively sad; they serve up big errors to the reporting oligopoly when needed most, or needed not at all.
3 years after early retirement, FICO show :
my home address of ~3 moves ago which is ~9 years old.
my highest score ever....not muc…
for 2025+ : skip if you cannot replace it with a much better event.
although noncommercial and much narrower in scope, both ivey and columbia seem to host better annual events with more interaction...and usually even with a few recognized fund mana…
one of the reasons i retired early was that status within the corporate world was partly determined by FF status.
not only were people wasting their lives in airport lounges, but 1 month later could not cite anything the trip accomplished. it was …
interesting to note that vhcax, the 3rd primecap vanguard fund w/admiral fees, has not reopened.
its largest holding, lilly @$2.5b in value, is bigger than the next 4 combined.
if i had to guess one secret sauce for primecap and giroux, its avoidin…
the scale of russia-affiliated cybercrime is speculated far below pre-ukraine war trajectory.
u.s. and allies presumably have used the war to coordinate offensive attacks on a massive scale, knowing cybercrime's role in compensating for sanctions.
…
a. also look at the newer vtes and vteb. not interested in muni long or single state.
b. the bps expense should also be seen relative to asset class [returns], not just the vanguard multiple.
c. i dont want multiple munis due to the extra state ta…
same here.
longtime insurance company 'forgot' to lower premiums for roof (that they paid for!) and a surprise lowered home value (2024 vs 2023) assessment. that being said, amica treated us well for ~3 decades because we had a family friend that …
for baird :
how can they justify triple the ER when solid quasi-active bond fund\etfs from vanguard do just as well on most/all long term metrics? (and have looked deeply into muni)
they have very low I-shares minimums for all bond funds, but is th…
if not for boeing, i would be embarrassed to be a shareholder in viasat.
interesting real world cultural lab experiment going on...china's boeing clone.
after decades of subsidies, the CCP is highly motivated on reputation to further domestic AND e…
back to primecap topic, from IAV :
"...I won’t be buying either of the two reopened funds, but please do not take that as any indication of a lack of confidence or conviction in the funds and the managers. I’m not buying the funds because...I alrea…
i suggest you make sure there is a text-enabled phone number in the profile.
it may be a freebie sweep, but more likely administrative and\or technical incompetence gets one locked out.
have unable to get any response from elmwealth on tool input details. but one may infer something interesting if true :
a. their optimal asset allocation models imply only 5 variables matter. and none of them lead to
msf stated:
Somewhere around 2015 Fidelity switched from MasterCard to Visa.
musical chairs....CapitalOne is forcing users from an early expiring Visa to Mastercard.
Cap1's highly marketed user changes\benefits? "New Card Number"
hidden bonus: use…
am wondering if this is a long awaited chance for a non-fundamental price spike to unload my unhealthy primecap overweight. not to mention the distaste of re-opening at mkt peaks.
is there a site that tracks fund flow\sentiment vs statistical estim…
please inform; given testfol AA tool is limited to 5 tickers and has no optimizer, it seems pretty useless.
am also interested in hearing re: PortVis if anyone optimizes for anything other than sharpe. there does not seem to be a function that sug…
FYI
lipper dataset means MFO screener (and most others) classify 'foreign' not based on corporations' country/region based economics, but HQ location. ridiculous!
https://www.mutualfundobserver.com/discuss/discussion/comment/175924/#Comment_175924
