Bloom Energy Corp., Astera Labs, Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Other possible additions are Credo Technology Group, Heico, Rocket Cos., and Royalty Pharma. One company that won’t be added, however, is SpaceX., which went public in June. S&P Dow Jones Indices didn’t relax its requirement that companies have be public for 12 months before being considered for S&P 500 inclusion. The Nasdaq eased its rules that allowed SpaceX to be included in the Nasdaq 100 index in July. Source: https://apple.news/ANRIHdQ7YRfe1iHn9H3A9cA
So this is a stock I’ve been meaning to get into for quite some time, as I develop this portfolio I can only invest so much with the challenge I’m attempting. But $ASML has been on my radar for quite a while, just been looking at when to jump in, and thankfully I finally did. When I was talking to Beevis he brought up that only around 750 Blossomers 🌸 are in $ASML as well. I’m wondering, am I in too late with the 50+ P/E ratio? Should I be worried about the potential upside/downside? When it swings am I gonna feel it? Here’s my reasoning for eyeing it in the first place: it’s the only company on Earth that makes the machines every advanced chip depends on. That’s different from being dominant. $NVDA leads AI chips but $AMD exists; TSMC leads foundry but Samsung and $INTC compete. In EUV lithography ASML has 100% share no rival, no second source, nothing close. Every leading-edge chip made since ~2019 every Nvidia GPU, iPhone processor, HBM stack, passed through an ASML machine. Whats your take on it?
I see many beginners posting that they’re new to investing and don’t know where to start. 🤔 As someone who was in a similar situation just a few months ago and learned, here are the 4 ETF types (& ETFs) that are popular among long term investors 😃 : 1) S&P 500: US: $VOO / $SPY / $SPLG Canadian: $VFV / $ZSP / $TPU 2) GROWTH / TECH: US: $QQQ / $VUG / $VGT / $SCHG Canadian: $QQC / $HXQ / $TEC / $ZUQ 3) DIVIDENDS: US: $SCHD / $VYM / $DGRO Canadian: $VDY / $XEI 4) ALL IN ONE / BASKET / Global Exposure: US: $VT / $AVGE Canadian: $ZEQT / $XEQT / $TGRO / $VEQT / $ZGQ I noticed many people following this type of a basic / uncomplicated portfolio and are doing really well for themselves 🔥 For % allocation, you can divide evenly among the ETF categories or allocate a higher % based on your preferences. Just DCA regularly and you should be good. 😎 Some people even just put it all into an all in one etf like $XEQT. This is also a good approach - it is much simpler and it works. Ultimately, it comes to whatever you prefer 🙂 Oh and yea, there are overlaps, but I don’t think there is anything wrong in that though - it would just count as doubling down on good things. 💯 I’m sharing with you all what helped me, but don’t forget to do your own research too! 🙏🏼 read more
Today, The Campbell’s Company "reset" their dividend to $0.25/quarter/share, a reduction of 36% from the prior level. Let's call it what it really is: It's a dividend cut. This is unfortunate to see, as I thought they had a chance of pulling through at their prior level. At the new rate, I get a current yield of ($0.25*4)/$22.13=4.5%. Because of this, I plan to stop accumulating more shares, for my personal situation. At "only" 4.5%, I see superior income-generating assets (there are many higher-quality companies in the ~4.5% range, which takes $CPB off my buy list). I plan to hold my existing position, which represents about ~0.67% of my dividend portfolio's value. I still have long-term confidence in the holding, but I'm just not excited about adding more after this dividend cut. I plan to cover my thoughts on this topic in an upcoming video. At a very high level, this is a reminder that deep value/turnaround investing does come with the reality that dividend cuts can occur. It's a reminder about the power of diversification and prudent capital allocation. (Disc: I'm long $CPB. Not investment advice.) https://www.thecampbellscompany.com/newsroom/press-releases/campbells-reports-fourth-quarter-fiscal-2026-results/
Here is KTS #1 RE-POST Originally published on Blossom on March 18th, 2024 Please find a retrospective commentary at the end. Mainstream media (and a lot of Blossomers regurgitate what they hear from these talking heads) will talk about the decrease in inflation and we are in the final stages of reaching the inflation target of 2% per year. Sound familiar? Well, it’s wrong....really wrong. And it’s not hard to figure out why. Last December most were calling for rate cuts beginning in March 2024. No cuts. Now, there’s a 50% chance of a rate cut in June. This Wednesday, we’ll learn that it is a 0% chance of a rate cut in June. Most will be surprised but they don’t have to be. Read the market cycle and you’ll know that in the meltup phase that rate cuts don’t come until the very end of the cycle. So ask yourself, do you really want rate cuts? Well the good news is they aren’t coming anyTIME soon. The markets will do what they do after the reality sets in Wednesday when the Fed speaks. But then, the resumption of the stock market climb of select sectors will continue to March higher. Inflation control is beyond the Fed’s toolkit. Do you see GDP rising along with companies' earnings estimates? Do you read these posts of investors retiring early? What will that do to the unemployment rate? Do you know anyone traveling or buying something special this year? This economy is and doesn’t need further fuel to spend more. But it’s human nature at this point in the cycle. Businesses, governments, and individuals that have invested will spend more and more. Do you think fellow investors will keep all their money invested after realizing 50% or even 100% or more on select investments? No way. The spending keeps going and increasing inflation is a byproduct of it. This is just the start of re-inflation and the proxies for it are confirming it. Check out $GCC , $USO , and $DBA . Check out the miners $TGB , $NGD , and $WRN as just some examples. Check out oil and gas, $CVE , $XOM , $FANG . What is the recent movement in these charts telling us about the future? The pros know....and they are buying when the masses are talking about Magnificent 7 or Fantastic 4 and when no one is looking. This is critical to knowing where the market is going vs. where the market has been. Retrospective commentary - September 2nd, 2026 Can we say this post aged like fine wine? X, Blossom, the news, your neighbor: INFLATION is on everyone's lips now. You can’t escape it. We claimed that "Inflation control is beyond the Fed's toolkit." Let’s fast-forward 18 months following that statement, when, on September 17, 2025, then-Federal Reserve Chair J. Powell stated at the FOMC press conference: "In the near term, risks to inflation are tilted to the upside and risks to employment to the downside—a challenging situation. When our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate. With downside risks to employment having increased, the balance of risks has shifted. Accordingly, we judged it appropriate at this meeting to take another step toward a more neutral policy stance." In other words, the Fed was effectively shifting its policy focus away from inflation control and toward employment. And this Friday, at Jackson Hole, new chairman Kevin Warsh told us that inflation is now too high. As stated in previous post, inflation has remained well above the Fed’s 2% target and was sitting at 3.4% in the latest data reported (July). We were right all along. What about the tickers mentioned? $TGB closed at $1.94 on March 18, 2024. It's now breaking 31-year highs and eyeing $10. $NGD was trading below $2 on March 18, 2024. It was subsequently acquired by $CDE in March 2026 for approximately $15/share. $WRN closed at $1.51 on March 18, 2024. It reached a high above $4 in late January 2026, and we're now watching for the next leg higher. Can it reach $10 like $TGB? Maybe… And then there's $CVE, $XOM, and FANG…Energy (XLE) remains the best-performing sector YTD in 2026 as we approach the final quarter of the year. THE KTS SERIES We’re fast-forwarding the legacy KTS series (#1-91) – originally published on Blossom – at a rate of 3 posts per week here on Blossom and X. As we approach the inflection point in the real estate/banking crisis cycle, these posts cannot come fast enough for the latecomers. If you want to fast-track your learning, you can get access to the entire series at once with the KTS e-books available on our website. Our website also gives you exclusive access to every subsequent KTS post, starting with #92 up to currently #115 …… and counting, as new KTS posts are published every Sunday now due to the urgency. Those remain membership exclusive. A paid membership website also gives you access to our full TOOL SUITE: 📖 Weekly KTS posts 🏄 Weekly SECTOR SURFER 📝 All TRADES + RATIONALE 🔭 Beskar INDICATOR INSIGHT 🏒 Beskar BREAKAWAY 🐳 Beskar WHALE WATCHER 🐺 Beskar WOLF TRACKER 🐕 Beskar DIGGER DOG 🧑🧑🧒🧒 Beskar STEAD (Community feed) 💯 And much, much more Disclaimer: Beskar Capital Content and its Services are provided for informational purposes only. Nothing contained in the Beskar Capital Content constitutes investment advice, nor does it represent a recommendation, offer, or solicitation to buy or sell any specific investment product, security, or service. All investments involve inherent risks, including the risk of loss. Readers should evaluate all information considering their individual circumstances and consult with a qualified financial adviser. read more
This is not to judge or by any means rub it in… I have been humbled too many times to do that to other investors. This is my attempt at sharing some deeper insights into the earnings today as a learning opportunity for all those interested. These are the key red flags that in my opinion caused the decline, some are more obvious than others: 1. We have our fairly straight forward misses on revenue -4% and net income -11% 2. They opened 41 new stores last 12 months and still missed revenue targets by -4% 3. They cut FY guidance for the second time this year to now -5% vs FY2025 4. A major issue in my view is that comparable sales declined -9%… this is a metric that measures revenue growth from stores that have been open for at least 12 months, excluding any numbers from new store openings or stores closed. It’s the best signal for the health of a retailer’s core business. Now in this case this is been a MAJOR decline in 1Q as you can see from the trend graph below. 5. Their crown jewel which was the Women Leggings business is down -20% Now in my opinion another red flag came in some of answers to the earning call’s Q&A where the analysts DID NOT hold back, and here is one of the Q&As verbatim from the transcript and you can judge for yourself… I hear a management team strugging to get above water not one who’s confident in the direction of the company : The Question: “As you talk about the product and the response to some of the new product that are out there, Meghan, you had mentioned in the prepared remarks that adjustments are being made. What are you seeing in response to the new product for men’s, women’s tops and bottoms? I know you’re talking about leggings for women’s down 20%. What adjustments do you see need to be made? What’s the timeline of them being made, and did pricing factor into any of it?” The interim co-CEO Answer: “In terms of what’s working today, away from body, I mentioned is working, Define Scuba are working. We did see some positive reception to our golf assortment and some attachment to our ABC Pant. We are experiencing some other new products that are not resonating as well, so we’re adjusting to that and reordering what is working. We’ve also seen some decline, greater than we expected in some of our core categories, including leggings that we mentioned. There, it’s also relevant that we’re shifting into away from body. We’ve really seen some positive response to that, and the shift has been happening over time but was a little more than we expected in Q2. So we’re chasing into that. Overall bottoms trends are down in the mid-single digits. So we’re offsetting to a degree, but not entirely. We are looking to improve our position in away from body over time.” If you’re following the company I would recommend listening to the Q&A it was very insightful into the headwinds facing the business.read more
I’m a Millionaire. It Doesn’t Feel Like I Thought It Would. Here’s something that feels strange to say. By the traditional definition of net worth what we own minus what we owe our household would technically be considered millionaires. I’m not saying that as a flex. In fact, that’s kind of the point. When I was younger, a millionaire meant big houses, fancy cars and expensive vacations. Basically, Lifestyles of the Rich and Famous. If you just heard Robin Leach’s voice, congratulations …..you’re probably my target audience. But being a millionaire at 53 looks surprisingly… normal. We have investments and equity in our home. We also have a mortgage, and I still get up and go to work. What got me thinking about this was my friend @williamwang23 Will’s recent post about becoming a millionaire in his early 30s. That’s an incredible accomplishment. But what really stands out to me is that Will became curious about money early. He learned, saved, invested and, most importantly, gave his money time. I didn’t start DIY investing until I was 50. We saved and built home equity, but I didn’t become curious enough about investing and money until much later. And I have to give @moementumfinance Moe credit for the word curious. He talked about it during our panel at BlossomCon, and it really stuck with me. Over the last three years, I’ve asked more questions, learned more and become much more financially literate. I’ve also made mistakes. I’ve posted things that weren’t quite right, and people here have corrected me. I’m good with that. Being financially literate doesn’t mean knowing everything. It means being curious enough to ask questions and open enough to learn from the answers. I wish I’d figured that out at 30 instead of 50. Because Will and I might technically carry the same “millionaire” label today, but he’s given his money decades more time to compound. That’s why the number itself is so relative. Our goal is still to build a $1 million+ investment portfolio by retirement. On paper, our net worth could eventually be well into the millions. But we’re not planning a Lifestyles of the Rich and Famous retirement. We want to travel, enjoy our time, help our kids when we can and have enough that money gives us choices. And maybe that’s the funny part. Technically, I’m already a millionaire. But we’re still working toward becoming what younger me thought a millionaire was. Not the mansion or the yacht. The freedom. The security. The choices. Maybe that’s what being wealthy really means. What does being a millionaire mean to you? read more
Compound interest is reinvesting what you earn so it can earn again. Time does the heavy lifting. The curve starts slow, then it accelerates. Save this. Study it. When did compounding first click for you?
Monkey owns SOFI. SOFI stock was down. Then this week, monkey got good news. Scotiabank looked at SOFI and said “Maybe SOFI worth more.” They gave it a $25 price target. Then SOFI announced a partnership with Kraken, connecting SOFI’s banking system with the crypto world. SOFI also keeps growing customers, revenue, and profits earnings after earnings. So why could SOFI reach $30? If SOFI keeps growing and making more money, investors may decide the company is worth more. Monkey sees: More customers,More money, More businesses, More profit. Monkey likes $SOFI. 🐵 read more
AVGO: The AI Infrastructure Backbone Nobody Talks About What They Do & Why It Matters Broadcom designs and supplies custom AI accelerator chips and networking silicon that power the hyperscale data centers behind ChatGPT, Google Gemini, and Meta AI. Unlike Nvidia — which sells GPUs for general AI training — Broadcom builds custom ASICs specifically designed for each hyperscaler's workload. That means higher margins, stickier relationships, and less competition. They're also the dominant player in data center networking through their Tomahawk and Jericho chip families. If AI is the electricity, Broadcom is the grid. Recent Catalyst / Breakthrough AVGO just reported Q3 FY2026 earnings that were nothing short of extraordinary — then got punished for being slightly less extraordinary than hoped. Revenue hit $29.6B, up 86% YoY. AI semiconductor revenue alone was $16.7B, up 221% YoY and 54% quarter-over-quarter. The miss? Q4 guidance of $34.8B came in just $230M below the $35.03B analyst consensus. Shares dropped ~5% to $357. CEO Hock Tan said they have line of sight to $230B in AI semiconductor revenue by fiscal 2028 — four times this year's pace. Financials Snapshot $29.6B Revenue (Q3 FY26) +86% YoY Revenue Growth ~76% Gross Margin $16.7B AI Semi Revenue Miss Q4 Guidance vs. Est. $20B+ Free Cash Flow (TTM) Bull Case $AVGO is the picks-and-shovels play on custom AI silicon. Three of the world's largest hyperscalers — Google, Meta, and reportedly Apple — are deepening custom ASIC relationships, and CEO Hock Tan has a clear path to $230B in AI semiconductor revenue by FY2028. The guidance miss was $230M on a $35B number — a rounding error. Average analyst price target is $526 (43% upside). JPMorgan sits at $580. At 26x forward earnings with 221% AI revenue growth, valuation is justifiable for the growth rate. Bear Case Customer concentration is real: $GOOGL , $META , and $AAPL represent the bulk of AI chip revenue. Any sign of hyperscaler capex pullback or in-house chip development hits $AVGO directly. The VMware integration adds $4B+ in annual debt service. At 26x earnings, there's little room for error if AI capex cycles cool and the guidance miss already showed the market's hair-trigger sensitivity to any deviation. Key Metrics to Watch Next Quarter Q4 AI semiconductor revenue: Does it stay on pace toward the $230B FY2028 target, or does the guidance miss signal a plateau? Hyperscaler CapEx: Google, Meta, and Microsoft CapEx guidance directly drives AVGO order flow — watch every earnings call. VMware recurring revenue: Software subscription conversion post-acquisition should be accelerating. Flat = margin concern. Bottom Line The guidance miss was a "sell the news" event on a flawless quarter. AVGO is structurally positioned to benefit from the multi-year custom silicon buildout at hyperscalers and the $230B FY2028 target shows the demand trajectory. At $357 with 43% average analyst upside, this is a name for growth investors with a 12-18 month horizon who can handle near-term volatility. Not a trader's stock right now the sentiment overhang from the guidance miss will linger. But the fundamentals haven't changed. (Sorry for the late post everyone! Got caught up in my classes and grinding out some homework!)read more
Trump says the US is striking Iranian targets near the Strait of Hormuz and warns Iran not to retaliate. the “biggest attack of them all” is “waiting in the wings” Brent oil is nearly +8% on the day and the $VIX +6%
These are the three biggest misconceptions I see on here when it comes to covered-call ETFs. I call them misconceptions because the fund companies themselves do not make these claims and, in many cases, their own material directly contradicts them. Fund companies are actually pretty clear on this. They consistently remind investors that yield is not the same as return, and that total return is the number you need to look at when evaluating how an investment is actually performing. So with that said, here are my top three. 1. A higher yield means you can spend more I put this at number one because I see a lot of people looking at the yield of a fund and making investment decisions based largely on that number. A higher distribution yield means more cash is being paid out per dollar invested, but it does not mean the investment is earning a higher return. A fund yielding 12% can still produce a lower total return than a fund yielding 4%. That is the distinction people need to understand: cash flow and investment return are not the same thing. A lot of people seem to assume that a higher yield automatically means they can spend more than a traditional 4% withdrawal rate. That conclusion is not supported by math or the fund companies themselves which consistently point investors back to total return, because that is what ultimately determines how much a portfolio can support over time. 2. If you sell shares, you will eventually deplete your account This one gets repeated all the time, usually because people focus on the number of shares being sold instead of what is happening to the total value of the portfolio. Selling shares is not automatically the same thing as consuming your capital. What determines that is the relationship between your withdrawals and the total return of the investment, not the yield. If your investment earns a 10% total return and you withdraw 6%, you can still end the year with more money than you started with. You may own fewer shares, but the shares you still own can be worth more. That is really no different from owning a covered-call fund that pays a large distribution and then reinvesting part of that distribution to maintain or grow your capital. Fund companies themselves make this point. Recently, Olivia Li, Portfolio Manager at BMO ETFs who manages covered-call funds, stated: “You can create essentially the same cash flow by investing in the underlying index and periodically selling a small portion of your holdings.” Jay Pestrichelli, Chief Trading Officer at Tidal, has made the same broader point: yield does not equal return, and investors need to look at total return when evaluating these products. If the investment earns more than you spend, your capital can grow. If you consistently spend more than the investment earns, you are consuming capital. It does not really matter whether that money arrived as a distribution or because you sold a few shares. 3. Covered calls let you retire with less This last one is probably the easiest to separate from what the fund companies actually say, because you will not see them promoting this idea. It is entirely a retail-investor claim. There are some people that argue that covered-call funds allow someone to retire with less money saved simply because the fund pays a larger distribution. But a 15% distribution does not suddenly give a smaller portfolio the same spending power as a much larger one. Someone with a $500,000 portfolio earning a 15% distribution is not automatically in the same position as someone with a $1 million portfolio simply because the cash yield is higher. The distribution rate tells you how much cash is being paid out. It does not, by itself, tell you how much the portfolio can sustainably support over time. There are no fund companies that are out there pushing this narrative or supporting it and when they are asked they bring the conversation back to total return. Those are the 3 big misconceptions that I see people spreading. In the end total return tells you what the portfolio earned. If you don’t want to spend down your portfolio you have to spend less than the total return. Covered calls change how the cash flow is delivered. They do not change the mathematics of total return. There are plenty of reasons people choose to be income investors, and many of them are perfectly valid. For anyone looking seriously at income investing, I highly recommend reading The Income Factory and spending some time reading or listening to interviews with the people who actually manage these funds. One of the things you will quickly notice is that many of the more outlandish claims made about income investing are not coming from the fund managers themselves. Now I imagine there will be people who disagree with this, and for those people I would say: go directly to the fund company and ask them. Does a higher distribution rate, by itself, allow you to sustainably spend more? Is selling shares inherently worse, from an economic standpoint, than receiving the same amount of cash through a distribution? Can a covered-call fund with a higher distribution allow you to retire with a smaller portfolio? And share the answers they give below !read more
Today I thought about how rarely we factor in the Quiet Enemies to growing wealth — instead we fixate on Performance Performance Performance — this is 1 part of the story! What about.... 1. FEES that can compound overtime❓️ 2. TAXES that resize every gain before you ever touch it❓️ 3. COSTS that pop up us e.g., medical, repairs, etc❓️ 4. INFLATION that's like slow bleed on spending power❓️ 5. DEBT that can impact the exit strategy Example that I have RIGHT NOW! I've been considering selling one of my rental properties then repositioning the $ into the market but then I did the ACTUAL math ➗️ 🏡 Fair Market Sale Price: $225,000 - 25k realtor fees, closing costs - 65k mortgage payoff - 25k heloc payoff - 40k taxes (cap gain, recapture, state) Net Received: $70,000 At a glance, on paper 📃... things look great but taxes/fees add up to be about as much💲as I'd walk away with! A tough truth that we can't forget about!read more
NUTX: From Bleeding Cash to Printing It, The Turnaround Nobody Noticed What They Do & Why It Matters Nutex Health operates a network of physician-owned micro-hospitals and emergency departments across the US. Unlike traditional hospital systems, Nutex runs lean, standalone facilities that focus on high-margin emergency services without the overhead of a full hospital. Their model benefits from favorable reimbursement rates and lower operating costs — a structural edge over legacy hospital systems struggling with labor costs and shrinking margins. Recent Catalyst / Breakthrough $NUTX just reported Q2 2026 earnings that shocked the Street in the best way. The company swung from a net loss of $17.7M in the prior year period to net income of $65.8M. EPS from continuing operations hit $9.58. Revenue came in slightly below estimates, but nobody cared because the profitability turnaround was the story. Cost-cutting drove it: Nutex slashed arbitration costs and vendor fees, dramatically improving margins. The stock surged over 78% on the news. Financials Snapshot Q2 2026 Most Recent Quarter $65.8M Net Income (Q2) $9.58 EPS (Continuing Ops) -$17.7M Net Income (PY Q2) Beat Earnings vs. Est. Active Share Buyback Bull Case The turnaround is real and the market is still pricing in the old Nutex. A single quarter swinging from a $17.7M loss to $65.8M net income isn't a fluke it's the result of specific, structural cost cuts that don't reverse easily. Add an active share buyback on a small float, and you have the setup for a continued momentum run. If the company can sustain even 50% of this quarter's profitability, the stock is still cheap on a forward earnings basis. Bear Case Revenue missed estimates which means top-line growth isn't the driver here, cost cuts are. One-time items (arbitration settlement, vendor fee reductions) may not repeat, making the profitability spike potentially non-recurring. Micro-hospital reimbursement rates face ongoing regulatory pressure. After a 78%+ move, the risk/reward has deteriorated significantly. Thin-float small cap that can give back gains as fast as it makes them. Key Metrics to Watch Next Quarter Net income sustainability: Was Q2's $65.8M a one-time reset or the start of a new earnings trajectory? Revenue growth: Cost cuts drove this quarter's profit. Need top-line growth to validate the long-term thesis. Buyback progress: Active repurchases on a small float can support the stock — watch pace and authorization remaining. Bottom Line NUTX is a turnaround story the market didn't see coming. The cost-cutting was real, the profit swing was dramatic, and the active buyback adds a technical tailwind. But after a 78%+ move, this is a stock you watch, not chase. If next quarter shows revenue growth plus sustained profitability — not just cost-driven margins — this becomes a legitimate small-cap compounder. High risk, high reward. Not for conservative portfolios.read more
A simple one: Do you own at least ONE stock or ETF in the commodity space? (oil,gas,coal,uranium,gold,silver,wheat,rare earths, etc.) This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊
Remember this… $ZETA is incentivized to target $PLTR joint clients because this creates a permissive environment where the Foundry can feed Zeta better operational intelligence. Combine Zeta’s consumer intelligence, with an enterprise’s operational intelligence (via Palantir)… You achieve better marketing outcomes. Every learned outcome (good or bad) trains the algorithms and compounds the quality of outputs. Therefore… More time -> more data -> better outcomes. This is the MOAT. All training that utilizes Zeta’s own proprietary data, is only effective inside the Zeta ecosystem. This means, yes a customer can always export THIER data - but anything that utilizes a Zeta ID code is hashed and rendered useless outside of the Zeta ecosystem. The result is obvious at this point. The longer an enterprise stays with Zeta, the more data they produce. Therefore, the sharper and more efficient the ML algorithms become - and better algorithms achieve better client outcomes - thus creating a flywheel… The enterprise client spends more money because they are achieving superior results! This is how Zeta becomes so sticky of a revenue engine that a client goes from a $50k pilot, to spending $100M/year on the platform (and scaling YoY) - Agnostic reach. - Proprietary data set. - Deterministic targeting. - Algorithmic optimizations. - Vertically integrated UNIFIED ecosystem. Their entire stack was build for the agentic AI era. Let me conclude by asking you a question… Would you terminate an enterprise relationship when your vendor not only achieves you better outcomes, but when all of your marketing alpha is tired to their proprietary consumer dataset? I don’t think so. $ZETAread more
I always see people making fun of the statement "Do your own research" or pushing back on people when they suggest it, and I've never understood that because "do your research" is probably the best advice anyone can give you. It puts the ball completely in your court. I remember it took years for me to even strike up the courage to put money into the stock market. Investing seemed so inaccessible to me. Like, what do you mean people just throw their money into the market and "hope it goes well"? I think maybe I was on a Reddit thread and I kept coming across that line, "do your research" and "start learning about the stock market". I realized I'd been waiting for someone to take me under their wing or to maybe find some course, or meet some stock broker on a plane, but I decided to just jump into it. At the time, it seems like a completely different language. P/E? Earnings report? Brokerage account? Liquidity? Margin? The first time I even looked at an earnings report I had no idea what I was looking at. When I first started researching, I thought I wanted to be a day trader, but as I started looking into it and the statistics, the success rate, the taxes involved, I realized I was more of a long term trader. I started watching Youtube videos, reading articles from Bloomberg, Reuter's, The Financial Times, Investing.com, joining Reddit threads, watching the Schwab Network, listening to the Motley Fool podcast at night. It was slow at first, but as I started to understand the terms, and see what one should not invest in - the mistakes and successes - I started to get excited. It was maybe 6 or 7 months before I bought $VNQ and $NVDA. Both of which I had decided on after looking at the holdings and past earnings reports for both of them, respectively. I spent months and months, thinking about both of these, looking at charts, watching interviews, talking to different people, watching videos on Youtube about people's investment theses before I decided to actually buy. So, I never took a course, it wasn't exactly one person who said, "Go, buy this". Each one was an investment thesis that had began through careful consideration, research, debating in my head, and slowly grew like a snowball. That has always stuck with me. Everything that I have ever bought has been after days, weeks, months, even years of reading up and trying to figure out everything I possibly can about $BTC, $CRWV, $DRAM, $NVTS, $AMD, $PLTR, you name it. Have I made some mistakes? Definitely. At the end of the day, research can only take you so far, eventually, you have to jump in the pool and start swimming. But the best advice I could give any brand new investor, is just start teaching yourself. Maybe not everyone is going to be quite to the degree of obsessiveness that I am, but I believe anyone can learn about investing and become a good investor. It's like with anything, the only things you really need are time, motivation, and hard work. Don't wait for someone to come around and try to sell you a fucking course, or think ChatGPT or Claude is going to make you a millionaire. If you REALLY want this, start reading, take the time, teach yourself. We are in the 21st century; we have a wealth of knowledge at our fingertips. So, go get it.
I’ve been looking at SoFi as a long-term hold, and my strategy for now is pretty simple: I like adding while it’s under $20 a share. A few reasons I like the long-term story: • They’re continuing to grow their member base and get customers using more products • It’s not just a lending company — SoFi has banking, investing, credit cards, and more all in one ecosystem • Galileo and their technology platform give them another side of the business beyond just consumer banking • They’ve got a bank charter, which gives them more flexibility with deposits and lending • And they’ve continued showing strong revenue and profitability growth I’m not expecting it to go straight up, and I’m sure there will be plenty of volatility along the way. But I like the direction the company is heading, which is why I’m comfortable building my position over time. Who else is buying and holding $SOFI? 👀🔵 What’s your average price? read more
I’m obviously biased but I find the Beevis daily summary so useful… love the personalized news about my portfolio (even when my portfolio is getting smoked 😅) P.S. We also updated the PRO geography widget to combine stocks and ETFs into one view + have a portfolio overlap widget coming in 2 weeks 🫡 #1 focus is still the feed improvements (which are well underway) but thought I’d share these quick updates
Oh, I'm sorry... did that come off sarcastic? I really mean it though. I'm no pro, by any measure, but I do my best and I like to think I'm getting better as I go. I've beaten the market (whatever the hell that means) every year, since opening my Wealthsimple account five years ago... but modestly... I'm no savant and haven't found the "secret" stock that "everyone is ignoring". This year, I'm behind the market and it's become clear that it's because of some blindspots. So, the plan is to keep doing what I'm doing, which is to say, stay open and flexible and learn from mistakes (but always remember to celebrate the wins)! Here are a few tips I've learned along the way: 1. Surround yourself with people who are better/smarter than you. 🤓 Watch them closely and track their claims/trades. 2. Filter out the angry/negative people. I call mine "Bradleys", but you can call yours whatever you want. 😜 These dudes (yes, by far, mostly men), are typically stuck in their ways and get really pissed if anyone does things differently. 3. Watch videos, read articles/books, listen to podcasts. Try to avoid the "this is the next big stock!" types. 4. Take all of this and use what you've learned while you explore websites like Finviz, Tradingview, Seeking Alpha, StockAlalysis, etc. 5. Don't be a 🐱 . Learn to recognize when you have a good idea and commit. Also, recognize when you 💩 the bed and take the loss. 6. Don't be a 🍆 . Be nice and helpful to the people who know less than you, or shut the 🤬 up. So, I don't know why I felt the need to write this. Probably, I have some sort of disorder... not that there's anything wrong with that! 😜 Here are some stocks that caught my interest recently. Two of these were put on my radar by @moe_on_margin (see step 1) and one of them, I liked enough to take a small bite from. read more
What is everyone looking to buy today? 🤑 I’ve got my eye on $SOFI. It currently makes up only about 3% of my portfolio, and I’d like to continue growing my position over time. Who else is watching $SOFI today? And what are you buying?
Today was one of my days off, and with the kids having one more week before school starts, I took my two kids and two of their friends to the waterslides. Their friends had free passes, we brought some snacks and water, and other than gas it was shaping up to be a pretty inexpensive day. And we had a blast. They had some new waterslides the kids were excited to try, and I was right there going down them too. Then came lunch. Four poutines and a cheeseburger and fries: $70. Three years ago, I probably would have paid it and never given it another thought. But since starting my investing journey, I’ve noticed I look at spending differently. Later I saw families pulling coolers out and thought… Why didn’t I do that? We could have packed five lunches for a fraction of the cost, brought home whatever we didn’t eat, and most importantly… We wouldn’t have sacrificed anything. Same waterslides. Same friends. Same laughs. Same day together. I’m not interested in budgeting every dollar or sacrificing experiences with my family just so I can invest more. But I am much more interested in value than I was three years ago. Could I get the same experience for less? Could I do something slightly differently next time and save another $20, $30 or $40? Because those little amounts add up, and if I can find them without giving anything up, that’s a little more money we can save and invest while still enjoying life today. For me, that’s been one of the unexpected benefits of becoming more financially literate. Has learning more about money changed how you look at the things you spend it on?read more
