re: Help me put together a Based portfolio...public companies that are not woke

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I don't care about financials and breakdowns. This test is simple: do woke companies really go broke or nah, and conversely, do companies not woke quietly go up?

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The answer: Absolutely not.

One of the biggest myths that is spread on this board, and throughout the conservative south is, "get woke, go broke."

These companies are run by extraordinarily smart and talented people who are, for the most part, very analytically driven. Companies, especially public companies, have a fiduciary duty to generate high earnings to continue to drive dividends/shareholder value at a very specific rate of growth. They only do things with this in mind - this I promise you.

I generally laugh when people perpetuate this idea. If every person in Alabama, Mississippi, and Louisiana, formed their own state - they'd have ~12.5 million people combined. If you combined Houston & San Antonio, Los Angeles & Sacramento, Atlanta & Charlotte, or any mix of a T-10 market with a mid-sized city, you'd have a population mix bigger than all 3 states combined. What you hear is what has been self-selected by the region for which is surrounded.

Equity research reports written by analysts at Credit Suisse who cover the company like Dennis Rodman in a game 7 have detailed explicitly the uptick in business and company profile since their partnership with Kaepernick and BLM.

In the short-term, you often see small ratings dips in sports. But at the end of the day, virtually any company that has openly "gone woke," invested in diversity, etc... has generally done well.

Don't let emotions and personal feelings get in the way of you making money. The alpha on your proposed portfolio is gonna be dogshit.