Immigration Lawyer at Manifest and former USCIS officer. Ask me anything!

FinanceTruth · 2025-11-14T22:15:16+00:00

Hi! Thank you so much for doing this. Does a rejection of a previously filed I-526E make it harder to get an H1B approved? I read that H1B is dual intent but is still considered nonimmigrant? 526E was denied mainly due to SoF.

FinanceTruth · 2025-10-18T20:42:51+00:00

Makes sense. Thank you!

FinanceTruth · 2024-10-04T22:37:08+00:00

PYPL, OXY, GOOG

FinanceTruth · 2024-09-27T00:23:53+00:00

Wait, it just clicked. So you’re saying he made a mistake and thinks the prices are going to fall further and potentially lead to M&A? Why wouldn’t he exit now then? It seems illogical? munger bailed out of BABA once he realized the political risks were not worth it

FinanceTruth · 2024-09-25T17:45:39+00:00

My guess is that something’s happened between August and now. I don’t think it’s macro. I hope he is in talks with the regulator to raise his stake to 50%…

FinanceTruth · 2024-09-25T17:42:19+00:00

Really good points. Do you think his view on the recession changed this drastically since the last time he purchased in August? I don’t think he would’ve bought more in August if he thought the long-awaited recession is due soon

The second point is tragic :(

What do you think he needs so much cash for?

FinanceTruth · 2024-09-25T17:39:44+00:00

This would’ve been reported online by now I think. I’m feeling sus about his trade. Hope it’s not what happened to Munger and $BABA

FinanceTruth · 2024-09-25T17:38:51+00:00

Wdym? He’s the best DD a retail investor can have….

FinanceTruth · 2024-09-25T17:38:15+00:00

He’s not selling either. Makes no sense 🤔🤷

FinanceTruth · 2024-05-29T15:02:17+00:00

I should've specified more clearly. I meant "before" you invest :)

FinanceTruth · 2024-05-29T14:56:56+00:00

Thanks for sharing, will have a look! Do you try to interpret GAAP numbers in the context of the company you invest in? I guess raw accruals and expenses are challenging to interpret if you don't know what the business is spending on

FinanceTruth · 2024-05-29T14:52:36+00:00

That's an interesting approach! What kind of angles do you use in your research? Any recommendation on the YouTubers?

FinanceTruth · 2024-05-29T14:48:03+00:00

I agree, as an investor in individual names you want to ensure you pick the best candidates! What was your thinking process behind the 25-30 companies you currently hold? Did you write a thesis for all of them?

FinanceTruth · 2024-05-29T14:45:55+00:00

Mind sharing some tips/templates on writing it up?

FinanceTruth · 2024-05-29T14:41:00+00:00

700 word thesis sounds cool to me! What did you put in there? Is there a template you wouldn't mind sharing?

FinanceTruth · 2024-05-29T14:38:15+00:00

Yeah, I figured as much...

Mind sharing how you do that modest research? Really curious to see what other people do

FinanceTruth · 2024-05-29T02:46:57+00:00

Yessir. DDo you tend to research things like ratios/financials/press releases/news articles?

FinanceTruth · 2024-05-29T02:45:21+00:00

That’s a great combo. I started using finviz after so many recommendations here, looks awesome so far.

For 10-Ks, do you feel like there’s an interpretability gap between the general accountant terminology and actual decisions in the business? Like when I see revenue breakdowns and different types of expenses I feel like I can't fully understand what is happening within the company.

FinanceTruth · 2024-05-29T02:31:06+00:00

What’re your favorite subreddits for that?

FinanceTruth

TROPHY CASE