TigahsOnTop

They are retarded. Respectfully.

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If the presence isn’t mystical (aka something more akin to symbolic —which doesn’t mean it isn’t more than “merely symbolic in some agnostic sense; but not *literal*) then we should be able to take genetic samples of the elements at various times throughout the process and see something.

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If this is your approach to faith, then you are lost from the start.

Prove scientifically that God created the world. You can’t??? That’s the whole point of the faith.

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In Carolina's case... they think they should be Sweet 16 minimum

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Agree with everything else, but Idk why you are acting like UNC believing they should be sweet 16 every year is so crazy.

They absolutely should. It’s North Carolina basketball, arguably the biggest brand in the sport.

It’s the same standard that we have for LSU football. Kelly got canned for not making the playoff. Hubert got canned for not making the sweet 16. Both programs should absolutely be in the mix every year in their respective sport.

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. Does owning those bigger companies seem too redundant to have along side the broad spectrum ETFs.

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Totally depends on the ETF you choose. VOO for example (SP 500) is already extremely concentrated in the mag 7, so it would be redundant.

To be honest, my opinion is that the mag 7 is way overvalued at this point so I'm actually trying to diversify away a bit (I still hold a lot).

I love the Dimensional ETFS. DFUS for example. They have a small cap value tilt.

All of this is to say that your investing goals can be accomplished through ETFs, and I'd advise you go down that path.

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we would all love to hear more.

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TDAY: I got in at about $5.50, but based on the info I have it'll be worth $11-12 in a year or so.

TDAY (formerly Gannett) is the largest news publisher in the US, and their revenue is set to increase substantially because AI players are being forced to pay to access the articles to train their models on.

But that is not why you should buy it (I believe that is already priced in).

TDAY won an antitrust case against google, and due to a fairly obscure legal principle called collateral ostople, the case cannot be re-litigated (I'm not a lawyer).

However, TDAY barely even mentioned it on the earnings call, and nobody is entirely sure how much this payday will affect the stock price. The price jumped a dollar or 2 when the original news broke that TDAY won the case back in October.

I have a firm understanding that this settlement is actually worth on the order of $5-10 per share, so we are looking at about a double off the litigation alone.

This is not financial advice... btw this is all public stuff. My info comes from a team of lawyers (who double as hedge fund guys), that have maxed out their position in the company as a 10% shareholder.

TDAY- hold for about a year. Your welcome

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Wasn’t invested in PE, but was invested in a hedge fund.

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Hedge funds suck for the most part, but there are certainly exceptions to the rule. I’ve had a few big winners (all of which had ultra tiny fund sizes so they were actually able to capitalize on market inefficiencies).

It’s nearly impossible to create alpha while putting billions of dollars of capital to work.

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Firm has ~$17B in AUM. Focus is on micro cap, about half of funds are in the healthare industry, with the other half spread across a few different industries.

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17B spread across how many funds? What is the fund size that you would be investing in?

17B seems like a considerable amount of AUM for a LMM PE firm (which I actually see as a bad thing).

What is the GP commitment as a % of the fund? You can usually find that number in the PPM or fundraising deck,

100% SP500 is definitely suboptimal. Should definitely be a 100% stock portfolio though nonetheless.

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I've sat through a few product demonstrations for AI construction takeoff software. And all of them were mostly useless. They in no way would have made my job easier, and I suspect I'd have to spend more time double checking the AI's work than having just done all the work myself.

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Do you mind sharing what companies (I say this as someone who is heavily involved in the space, and I'd like to know who our competitors are).

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There was a thread last week where I was told I capped my upside if I sold calls. He was educated in that the only way that takes place is if a stock never drops. He could not list a stock that has never dropped.

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I'm still confused why you are so butthurt about an irrefutable fact. Options have a place (hedging for example), but you are just plain retarded if you don't understand why covered call caps upside.

It's honestly not worth arguing because you can't fix stupid. Happy to link to the 1000's of papers on the subject. Hell, you can just search covered call on google and the first thing it will explain is why it caps upside.

Not saying you can't do it successfully.