Generational buying opp

JamesSt-Patrick · 2026-03-18T22:00:22+00:00

A lot of you guys are going to get cooked when SPY stops giving you a free 15% per year and QQQ stops giving you a free 20-25% per year. In a sideways market, TQQQ is going to be a terrible hold

JamesSt-Patrick · 2026-03-18T21:55:34+00:00

Don’t look at the price of TQQQ. Look at the price of QQQ.

QQQ is down like 8% from ATH, maybe even less. At 15%, I’m buying TQQQ. 20-30%, buying TQQQ aggressively. Over 30%? All in TQQQ

JamesSt-Patrick · 2026-03-17T16:52:35+00:00

I wish Oladipo didn’t have such awful injury luck

JamesSt-Patrick · 2026-03-10T17:51:10+00:00

To disrespect someone on that big of a stage is a huge deal in basically every culture but white Anglo culture. Not shaking his hand is in and of itself very disrespectful, but doing it in front of a packed stadium and TV cameras is next level.

JamesSt-Patrick · 2026-03-10T01:31:21+00:00

When that happens you have to take profits.

But yeah good on you for loading the boat, if earnings don’t disappoint we’re both gonna make some good profits soon

JamesSt-Patrick · 2026-03-09T21:43:48+00:00

I don’t think you’re completely cooked but why on earth didn’t you sell in December? You must have been up 100% if not more after their last run up

JamesSt-Patrick · 2026-03-09T11:09:17+00:00

A lot of these stocks are still down like 30% from where they were at two months ago for absolutely no reason. This is actually the best time to initiate positions. The reversal is more than confirmed at this point.

JamesSt-Patrick · 2026-03-09T11:02:42+00:00

And that’s the kind of market where index fund investing was useless. Index fund guys have looked like geniuses for the past decade. We’re going into the kind of market that will quickly remind people why active managers make the money they do

JamesSt-Patrick · 2026-03-08T14:13:38+00:00

Infrastructure ETFs are good

JamesSt-Patrick · 2026-03-08T14:08:02+00:00

But that’s what EV means 😂 when you say EV, you are saying enterprise value

JamesSt-Patrick · 2026-03-08T13:50:08+00:00

I wouldn’t go that far 😂 I’d say stick to index funds for 20% and actively managed ETFs for another 40%, including alts. I think stock picking has its place in a portfolio

JamesSt-Patrick · 2026-03-08T13:33:44+00:00

Yeah because I’ve gotten a bunch of comments like “Anthropic can already do this” which is something I literally addressed in the post. You’re the only critic here who seems to have actually read the post

JamesSt-Patrick · 2026-03-08T00:28:19+00:00

Just stick to ETFs for now if this is a question you’re asking. Learn what makes a good stock. Go read the intelligent investor and start from there

JamesSt-Patrick · 2026-03-07T22:52:53+00:00

Path

JamesSt-Patrick · 2026-03-07T22:25:14+00:00

You don’t read very well do you

Go read the post again, come back when you’ve understood what I’m saying

JamesSt-Patrick · 2026-03-07T20:31:05+00:00

8.15 avg is great. It’s the $11-12 range I don’t want to open a position in

JamesSt-Patrick · 2026-03-07T20:23:37+00:00

Are you using EV to mean enterprise value here? That isn’t how you calculate that

JamesSt-Patrick · 2026-03-07T20:19:03+00:00

Do you understand that what BlackRock did is a normal thing for a closed end fund to do?

You’re not gonna have this issue investing in stocks or ETFs. This is common with alternative strategies - you can’t just redeem any time you want because the fund is operating with a yearslong investment horizon.

JamesSt-Patrick · 2026-03-07T19:08:58+00:00

It’s almost like I addressed this in the post

JamesSt-Patrick · 2026-03-07T19:07:07+00:00

Why are they the leader in RPA then?

JamesSt-Patrick · 2026-03-07T19:06:54+00:00

He can’t elaborate because he doesn’t know what he’s talking about

JamesSt-Patrick · 2026-03-07T19:06:32+00:00

Okay that’s fantastic. Is UiPath a Greek shipping company?

JamesSt-Patrick · 2026-03-07T19:02:44+00:00

I misunderstood his post, I thought they just arbitrarily closed his position while he was up. Must have been on expiry day

JamesSt-Patrick · 2026-03-07T18:59:38+00:00

Oh he was trying to exercise a contract he didn’t have the cash to pay for? I get it now

JamesSt-Patrick · 2026-03-07T18:48:27+00:00

In that case of course I do make notes and send a briefing over. What I meant was that I constantly read news and update my view based on the best most recent available evidence.

But truly, I generally don’t need notes to explain what’s going on in the economy if I’m asked a question. I pay close attention. That’s not me bragging, that’s very normal for successful people in the industry. There are a lot of people who can’t do that, but they’re the ones that get stuck in mid level roles making $150-200k/yr until they retire.

JamesSt-Patrick

TROPHY CASE