beaverfever

I’m probably in the minority but SEC football with Brando on the call back in the day was classic shite.

I remember learning about wind farms replacing fossil fuels and nuclear plants when I was in a middle school and thinking “there’s no way anyone actually believes this shite”.

quote:

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“TV may be not the money machine it once was,” he said. “On the other hand, what about the humanity for Stephen and the humanity of people who love him and the humanity for people who still enjoyed that 11:30 respite?

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What the frick is he babbling about?

Most narcissistic scam of the 21st century by far.

I’ll go a step further. In 2026 it’s dumb even if you have $150k in cash.

You want REAL advise? You’ll never have any edge against the street in valuing companies. Thats not to discourage you from educating yourself but I wouldn’t try to fashion yourself into a self directed, value investor. That’s a really crowded game and there is no edge to be found.

Now, if you’re just talking about getting rid of Edward jones and picking your own ETFs and CDs, that could be great.

Just be careful when you read about people picking stocks. I can’t pick stocks (particularly based on fundamentals) and consistently beat the S&P. And I’ve been hanging out in this sandbox since I was ~12, got a finance-investments degree, and still love this shite 20 years later.

The only edge to be found in terms of outperforming the indexes is on a macro level IMO. Alternative assets are institutionally under-examined and they can crush the indexes in certain regimes. Risk management is very important if you go that route though.

Bit early for that, no? I have a theory that we actually peaked in late 2024 and we just held up a long time before the leverage got wiped out. Sentiment was trash in the second half of 2025. Anyways, by that clock the next cycle would be right on time.

If you look at BTC/Gold, it paints the picture perfectly. The monetary tightening post covid stunted the business cycle completely. The fed balance sheet expansion that started in January along with the ridiculous fiscal policy and the AI capex cycle might be pushing us into a real bull market across the board. The last four years have sucked for a lot of sectors.

They are running a variant of the Michael Saylor balance sheet playbook. Essentially, the equity is the product. There is a demand for it so they monetize (dilute) it and it creates a bigger capital structure. The difference is they don’t seem to have any actual end game. I guess an acquisition is what Cohen is thinking.

eBay is the epicenter of an exploding sports and trading card market. It’s not much of a riddle why they’d be a desirable acquisition. No idea if it’s advisable for GME but this isn’t the eBay of 10 years ago.

I hate wfh. It’s kills my ambition and makes working just feel like work. That’s specific to my personality type though. I know people that are great at it.