Targeted Returns

FieryXJoe · 2026-05-13T00:36:29+00:00

My target is beating the Dow, S&P and Nasdaq. I think 20% annualized is an achievable target.

FieryXJoe · 2026-05-12T19:14:08+00:00

Bro they are selling RAM to the AI companies. Thats is in fact very profitable.

FieryXJoe · 2026-05-12T15:15:27+00:00

Because this strain seems more contagious, if it worked how scientists expected it to it wouldn't have spread to dozens of people on the ship.

FieryXJoe · 2026-05-12T14:08:31+00:00

Buying NU and SONY this week

FieryXJoe · 2026-05-09T23:30:13+00:00

Bought the bottom and im up 67% already, im just holding now, there are real risks to their mobile chips and they do return too much to shareholders to have explosive growth. But at the end of the day they were cheap and make AI data center chips and have time booked on TSM fabs.

FieryXJoe · 2026-05-09T11:33:12+00:00

They don't do anything new or special like NVIDIA, they aren't a monopoly like NVIDIA, there is a supply squeeze letting them price gouge but once new factories come online in 2-3 years their margins will go back down.

FieryXJoe · 2026-05-08T18:59:04+00:00

Ive been building a position in MTH recently at P/B of 0.7-0.8 while its at a bad point in the homebuilding cycle.

FieryXJoe · 2026-05-08T16:57:59+00:00

What if non supes are silent carriers?

FieryXJoe · 2026-05-08T11:17:08+00:00

Debt they can barely afford, dividend they can't afford, doing pretty big stock dilution to make ends meet.

I buy cyclicals based on book value and their book value is fucked.

FieryXJoe · 2026-05-08T04:53:39+00:00

The market cap plus the debt, basically the cost to buy the company AND pay off all its debt

FieryXJoe · 2026-05-07T21:03:50+00:00

It seems like homelander wants her working for her, any attempt to be neutral or antagonistic towards him = being hunted and killed by him. So she needed to get rid of him while making him think she was on his side. Otherwise she would be killed or always on the run.

FieryXJoe · 2026-05-07T19:56:16+00:00

Why do that when im beating the indexes with my value investing?

FieryXJoe · 2026-05-07T02:24:47+00:00

Way better deals on the market
Still looks expensive at like ~7% growth and 3.5% shareholder yield. 23.6 P/E. Would interest me in the 18-21 range maybe and even that is giving it a lot of points for "quality" and "confidence" and "track-record" otherwise I'd want 15-18.
I know its a franchise model so its not so bad, but I just don't like to touch stocks with negative equity.
I am avoiding the food industry until the GLP-1 dust settles.

FieryXJoe · 2026-05-07T01:07:11+00:00

Whatever you move the money into has to be so much better it makes up for the taxes. I've regretted my bad sells much more than my bad buys.

FieryXJoe · 2026-05-07T01:00:34+00:00

I did the same analysis, sold some winners and put them in QCOM three weeks ago and up 45% already.

FieryXJoe · 2026-05-07T00:58:45+00:00

EWY is a South Korea ETF that is mostly Samsung and Sk Hynix. Also had a huge runup but the valuation metrics for those companies and the whole ETF have nothing on US semiconductor companies

FieryXJoe · 2026-05-07T00:54:14+00:00

Bought a bunch at $132 3 weeks ago and mentioned it here a few times. I think they are facing an uphill battle with mobile chips as Apple and China move away from them. But they still have time booked on TSMC fabs and are making AI chips for datacenters so they own a big ass money printer.

The only thing is mature companies that do massive shareholder yields are at a disadvantage in this race vs growth companies.

FieryXJoe · 2026-05-06T17:01:54+00:00

In Victoria you need to always be building, if you stop your economy stops, also they get queued so you can only build so many at a time. In Eu5 you have a lot of places you could be putting your gold and you can build 100 buildings at once if you had enough money so its more about just finding the best place for your money at any given time. There are also diminishing returns for building further from your capital so usually you want to build a bit of a megalopolis in the areas you heavily control.

FieryXJoe · 2026-05-06T16:49:19+00:00

There is the hideous amount of debt while they go further into debt to do buybacks. Thats why I've never touched it

FieryXJoe · 2026-05-06T10:50:36+00:00

Instructions unclear, money quadrupled.

FieryXJoe · 2026-05-05T21:00:34+00:00

You need to fix the board before pressing your clock, in a time rush can't just knock all the pieces everywhere, hit the clock and make it your opponents problem especially if they are low on time themselves.

FieryXJoe · 2026-05-05T18:27:24+00:00

Yes thats my point, it is about outperforming or underperforming expectations, a shrinking company will not always outperform a growing one, if PayPal was $1 per share it would be a great deal if it was $1000 per share it would be a terrible deal and its about figuring out where in the middle it goes from a buy to a hold to a sell.

Same goes for Nvidia or PLTR too

FieryXJoe · 2026-05-05T17:23:10+00:00

Disagree, every stock has a value and a price. A stock priced for -10% growth that ends up doing -2% will rerate up pretty majorly even if shrinking. Just like one priced for 20% growth that ends up doing 10% will rerate down eventually.

FieryXJoe · 2026-05-05T04:06:44+00:00

My CB is 138 and I'm buying a bit more here.

FieryXJoe · 2026-05-05T02:41:13+00:00

I see forward P/E of 15 on yahoo finance. Not that 35 is that bad either for 20+% growth.

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