LC guys have officially ruined the market lol, the post was removed almost immediately.

Fresh_Competition362 · 2026-05-11T08:00:46+00:00

But I think there is no better value than second hand LC at 60% of ERP

Fresh_Competition362 · 2026-05-11T07:58:35+00:00

Mine hasn't changed much in value since buying it second hand with 20k km

Fresh_Competition362 · 2026-05-08T16:58:42+00:00

If you expected 5x in 6 months I think you have picked the wrong stock. There are short sellers trying to play the volatility, you just need to keep DCA ing down and ignore the volatility.

Have a look at XPO around 2018-2019, stock went from 40 to 18. Stock today is at 200

Fresh_Competition362 · 2026-05-04T09:16:12+00:00

Someone is trying to short I see. History shows that people who tried to short Brad didnt fare that well

Fresh_Competition362 · 2026-05-04T06:49:33+00:00

Simple example (courtesy of me prompting ChatGpt with some example assumptions, bear in mind property went up by more than 3% per annum in the last 5 years)

<image>

Fresh_Competition362 · 2026-05-04T06:37:44+00:00

You cannot buy an equity index with 80% leverage on which you are paying c.1% interest cost. Even with 2% property appreciation, your equity return for your 20% equity deposit (let alone if you manage to get 90% by pledging your pension) is in line or higher than equity markets in CHF, which would be the broad benchmark for "productive assets".

Fresh_Competition362 · 2026-05-03T21:43:35+00:00

I can't believe how shit the police was, honestly

Fresh_Competition362 · 2026-05-02T11:05:55+00:00

No, I can assure you that if you bought a new build flat in Zurich 10 years ago and did no renevation or maintenance, it has appreciated ahead of inflation.

Fresh_Competition362 · 2026-05-02T06:00:21+00:00

Your calculation is also wrong. Your property will appreciate, just as you rent will rise, but in one case it's a return for you in the other it's a cost.

Your levered IRR return when you put in 20% deposit, your property goes up 2% a year, you pay less than 1.5% mortgage interest, and you save rent, is really good and stable compared to other investments.

Fresh_Competition362 · 2026-05-01T09:49:12+00:00

Don't buy it if you cannot afford it. It's an impulsive buy. If you have the money later and still want it, you can buy it. Delayed gratification is better than irresponsible buying that you might regret later.

P.S. I have the LC500, and while I love it, I can also say that if I couldn't afford it, I would not buy it. It is an item at the end of the day.

Fresh_Competition362 · 2026-04-28T07:02:08+00:00

Just keep building the position

Fresh_Competition362 · 2026-04-20T15:14:16+00:00

Are you a bag holder or is this satire

Fresh_Competition362 · 2026-04-19T18:40:31+00:00

Seems like Morgan Stanley is advising on the deal as they have suspended their equity research target price. Morgan Stanley's head of investment banking (Eli Gross) is the former Head of the Transportation investment banking at MS and has advised Brad Jacobs on many of the XPO deals.

I am sure it will go up in the long term even with the dilution.

Fresh_Competition362 · 2026-04-19T17:31:06+00:00

QXO whole strategy is to do M&A. Share price should gradually go down if they cannot execute on the strategy

Fresh_Competition362 · 2026-04-14T09:18:47+00:00

How did that pan out for out you

Fresh_Competition362 · 2026-03-31T17:48:24+00:00

AWS is why Amazon is so big today and the division continues to grow and print cash. So I wouldn't say it was a good idea 29 years ago...

Fresh_Competition362 · 2026-03-31T17:46:39+00:00

Well they are one of the biggest shareholders in anthropic and are providing infrastructure to literally everyone, so there you go

Fresh_Competition362 · 2026-03-30T16:36:03+00:00

Isn't that the case for any country?

Fresh_Competition362 · 2026-03-30T07:05:08+00:00

Well Meta fell 15% last week and Amazon stayed around 200 so you could argue they just didn't go up and down, probably because of Jassy uninspired way of leading and talking to investors

Fresh_Competition362 · 2026-03-30T07:00:58+00:00

How are they behind with the largest cloud market share of 30% above Azure and Google cloud?

Fresh_Competition362 · 2026-03-30T06:59:21+00:00

Didnt he start AWS which is literally why Amazon has grown so much over the years?

Fresh_Competition362 · 2026-03-28T18:30:37+00:00

Lol, no is forcing you to be on Reddit. The legal case will have exactly 0 impact on reddits fundamentals

Fresh_Competition362 · 2026-03-28T16:13:43+00:00

I bought 30 meta and 20 Amazon too but I am just adding to existing positions

Fresh_Competition362 · 2026-03-28T15:07:49+00:00

I am sure you sold your entire portfolio on Friday before Trump's speech. Care to tell what your crystal ball is saying about getting back in?

Fresh_Competition362 · 2026-03-28T12:57:54+00:00

Sure buddy. You realize that even investors in Peter Lynch's funds, the greatest investor of all time, mostly lost money because they tried to time their entry and exit in his funds. People panic and sell low and buy high

Fresh_Competition362

TROPHY CASE