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re: Anyone willing to share the top picks from Seeking Alpha for 2025?! (PICKS INCLUDED NOW)

Posted on 7/23/25 at 11:01 am to
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 7/23/25 at 11:01 am to
YTD Update:

OPFI +43%
PYPL -11%
EAT +19%
LRN +22
URBN +37%
AGX +53%
DXPE +22%
CLS +79%
INTA -34%
CRDO +37%

His top 10 is up 26.7% ytd, which I'd say is fairly pedestrian in this market.
S&P is up 8% and Nasdaq is up 10%
Posted by nolaks
Member since Dec 2013
1284 posts
Posted on 7/23/25 at 11:02 am to
i don't think you understand what those words mean

do a 10 year of 27% vs 8%

Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 7/23/25 at 11:12 am to
quote:

do a 10 year of 27% vs 8%

It's good, but it's not worth paying for. That's all I'm saying.
I'm sure there are many here that are doing better than Cress this year.
Posted by Suntiger
STG or BR or somewhere else
Member since Feb 2007
35451 posts
Posted on 7/23/25 at 11:12 am to
quote:

INTA -34%
CRDO +37%



I was thinking of this thread just the other day. I bought a few shares of the above.
Posted by CaptainJ47
Gonzales
Member since Nov 2007
7708 posts
Posted on 7/24/25 at 6:36 am to
Not worth paying for? To be triple the value? How much are these picks and we can calculate a value you would have needed to invest.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 7/24/25 at 8:37 am to
quote:

Not worth paying for? To be triple the value? How much are these picks and we can calculate a value you would have needed to invest.

I see where you're coming from. It's just not my style.
Posted by tigerfoot
Alexandria
Member since Sep 2006
60585 posts
Posted on 7/24/25 at 8:46 am to
quote:

His top 10 is up 26.7% ytd, which I'd say is fairly pedestrian in this market.
S&P is up 8% and Nasdaq is up 10%
out performing the market by 3x is pretty nice
Posted by thunderbird1100
GSU Eagles fan
Member since Oct 2007
71489 posts
Posted on 7/24/25 at 9:29 am to
quote:

His top 10 is up 26.7% ytd, which I'd say is fairly pedestrian in this market.


Yes the probably <1% of people outperforming nearly a 27% return over not even 7 months makes this fairly pedestrian
This post was edited on 7/24/25 at 9:30 am
Posted by go ta hell ole miss
Member since Jan 2007
14492 posts
Posted on 7/24/25 at 9:35 am to
quote:

And how many of his top 10 lost?


Right now two are down this year. Of the eight gainers, one is up 12%. The remainder are all up 20%+, most are up 30%+.
Posted by go ta hell ole miss
Member since Jan 2007
14492 posts
Posted on 7/24/25 at 9:48 am to
quote:

His top 10 is up 26.7% ytd, which I'd say is fairly pedestrian in this market. S&P is up 8% and Nasdaq is up 10%


Our definition of pedestrian is vastly different. Any hedge fund that had these numbers for any length of time would be closed to new investors because it would have so much money it needed to invest. 27% gains mid year is epic. For perspective…

An initial $10,000 investment that earns 8% per year, without any further investments would be worth just over $100,000 in 30 years.

An initial investment of $10,000 that earns 27% per year, without any other investments, would be worth over $13 million in 30 years.

Nobody can sustain this level of growth that you consider pedestrian.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 7/24/25 at 10:18 am to
quote:

Nobody can sustain this level of growth that you consider pedestrian.

Of course I agree with you.
Posted by KWL85
Member since Mar 2023
2983 posts
Posted on 7/25/25 at 8:39 am to
quote:
do a 10 year of 27% vs 8%

It's good, but it's not worth paying for. That's all I'm saying.
I'm sure there are many here that are doing better than Cress this year.
_______

Ridiculous to think 27% is not worth paying for.

Caveat is that I don't pay for advice, but would not be disappointed with 27% when the s&p is getting 8.
Posted by nolaks
Member since Dec 2013
1284 posts
Posted on 7/25/25 at 9:27 am to
quote:

Caveat is that I don't pay for advice,


I don't usually either, but if i missed out on 27% i paid on the back end, not up front
Posted by Pendulum
Member since Jan 2009
7897 posts
Posted on 7/25/25 at 9:31 am to
quote:


His top 10 is up 26.7% ytd, which I'd say is fairly pedestrian in this market.
S&P is up 8% and Nasdaq is up 10%


Im generally fairly bullish in the short term; but reading a ridiculous indicator sentiment like this has me here questioning that.

3x+ over sp is pedestrian. What are you gonna tell me next; that SE is going to change the world?
This post was edited on 7/25/25 at 9:34 am
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 7/25/25 at 9:37 am to
I am so sorry that I used the word pedestrian to describe Steve Cress's picks. Please forgive me.
Posted by wahoocs
Lafayette, LA
Member since Nov 2004
24477 posts
Posted on 7/25/25 at 12:06 pm to
Im not sure where it’s going from here, but please keep us posted when his new picks come out

Cress you say? And when are they released for next year? 1/1?
Posted by Pendulum
Member since Jan 2009
7897 posts
Posted on 7/25/25 at 12:14 pm to
I don't follow Cress or Seeking Alpha, so you pairing that word with that name means nothing to me.

You pairing that word with a performance 3x+ SP500 is what made me post.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4422 posts
Posted on 7/25/25 at 12:25 pm to
quote:

do a 10 year of 27% vs 8% It's good, but it's not worth paying for. That's all I'm saying. I'm sure there are many here that are doing better than Cress this year.


Anyone gaining 27% consistently is either the top fund manager in the country or engaged in criminal activity.
Posted by SalE
At the beach
Member since Jan 2020
2893 posts
Posted on 7/26/25 at 10:26 am to
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