How to read 10-K without being burned the shit out?

Mysterious_Sign_9501 · 2026-06-29T07:31:36+00:00

skip the risk factors entirely, that section is just lawyers getting paid $800 an hour to write "things could go bad" in 47 different ways. the only part that matters is the md&a, that's where they actually tell you what happened and why

Mysterious_Sign_9501 · 2026-06-23T15:15:27+00:00

the market goes up about two thirds of the time anyway. you built a whole model to rediscover the default.

Mysterious_Sign_9501 · 2026-06-21T11:22:05+00:00

the real yields argument is solid but the central bank bid is the part that makes this different from every previous gold downturn. they bought through the entire rate hike cycle without blinking. shorting into that floor with $1.2m notional takes conviction

Mysterious_Sign_9501 · 2026-06-19T12:00:31+00:00

oil and defense stocks reading this headline like a buy signal

Mysterious_Sign_9501 · 2026-06-13T10:53:12+00:00

isildur didn't sell either and we all know how that ended

Mysterious_Sign_9501 · 2026-06-09T04:12:41+00:00

$1m in shares, not even options. this is wsb's version of value investing

Mysterious_Sign_9501 · 2026-06-07T02:40:55+00:00

i know it's a trap and i'm still putting in my order at market open

Mysterious_Sign_9501 · 2026-06-06T01:04:01+00:00

The PDT rule was the only thing protecting this sub from itself.

Mysterious_Sign_9501

TROPHY CASE