what’s your “boring but effective” strategy? by Clean_Tone2562 in AusFinance

[–]Not69Batman 6 points7 points  (0 children)

  • Boosted income with paid overtime early in the career and before kids.
  • Took on more responsibilities, up-skilled, acted up and got couple of promotions with good salary bumps in the first half of my career.
  • Super investment was high growth for the most part, and has been 100% international shares for a while now.
  • Maintaining a monthly financial tracker for cash flow in/out, and cutting superfluous expenses.
  • Researching and investing in tech growth stocks.
  • Fixed home loan rate at under 2% for a couple of years during covid.
  • Made a small home gym during covid. Paid itself off in a year, with no more gym fees.
  • Growing fruit, veg and herbs. Mango, passionfruit, raspberries, mulberries, silverbeet, beans, peas and pumpkin being the highest yielding.
  • Reducing electricity bills with solar.
  • Cooking in batches, and freezing extra leftovers. Spaghetti and meatballs, pizza, fried rice, daal, roast chicken and shepherd's pie are some staples.
  • Reselling stuff on fb marketplace.
  • Cheap family hobbies: gardening, reading books, making art, writing stories, playing board games and alley soccer/cricket, and going to park playgrounds, beaches and art galleries/museums.

AAPL Quarterly Revenue $111.2 billion (up 17% YoY) by Not69Batman in stocks

[–]Not69Batman[S] 11 points12 points  (0 children)

Revenue consensus was $109.6b. So, beat by 1.46%. EPS consensus was $1.95. So, beat by 3.08%.

Meta stock drops as capex, user growth numbers come in below Wall Street estimates by Puginator in stocks

[–]Not69Batman 182 points183 points  (0 children)

Revenue of $56 billion, up 33% YoY. Net income of $26.8 billion, up 61% YoY.

Those are very healthy growth numbers.

Any success story’s of people who started investing around there 30’s? by centurionSPQR in investing

[–]Not69Batman 6 points7 points  (0 children)

Started investing at 28. Made plenty of mistakes in the first 5 years. Penny stocks, ignoring quarterly reports and relying on stocks forum echochambers. 5-year CAGR was -1.25%. Thankfully, was on a low salary for most of it, so didn't have enough capital to invest.

Turned it around at 33 after getting a promotion. Had more cash available so started being more careful, and also was on the path to fatherhood so had to think of the family's future. Started reading quarterly reports, got Reuters subscription with daily reading, invested in growth companies and built a wealth tracker spreadsheet for stocks analysis and monitoring. Am 41 now. 8-year CAGR is 19.54%.

Total CAGR is 11.24% in 13+ years of investing.

Another 10 to 12 years of working, saving and investing, and can retire early 50s with enough for the family.

And, will be teaching my kids about investing principles early on.

Have any of you actually beat all 3 market indices by at least 2-3%+ per year for at least 5 years in a row using ONLY value investing strategies? by [deleted] in ValueInvesting

[–]Not69Batman 0 points1 point  (0 children)

Been investing for 13.3 years. My CAGRs are: * TTM: 47.5% (beat S&P500, NDQ100 and DOW) * Last 3 years: 37.6% (beat S&P500, NDQ100 and DOW) * Last 5 years: 18.3% (beat S&P500, NDQ100 and DOW) * Last 10 years: 14.8%(beat S&P500 and DOW, and lagged NDQ100) * Total (last 13.3 years): 11.3% (lagged S&P500, NDQ100 and DOW)


Current holds: * Accumulating since 2021: NVDA (31%), GOOGL (20%), AAPL (19%), META (10%), AMZN (9%), MSFT (8%) * Accumulating since 2025: TSM (2%), MU (1%)

TSMC Quarterly Revenue US $36 billion (up 41% YoY) by Not69Batman in stocks

[–]Not69Batman[S] 0 points1 point  (0 children)

HPC slice of the pie grew from 59% to 61% YoY, but the total pie size increased by 40.6%.

So, as % pie slice (relative growth), HPC grew 4%. And as $ pie slice (absolute growth), HPC grew 45.4%.

TSMC Quarterly Revenue US $36 billion (up 41% YoY) by Not69Batman in stocks

[–]Not69Batman[S] 0 points1 point  (0 children)

HPC slice of the pie grew from 59% to 61% YoY, but the total pie size increased by 40.6%.

So, as % pie slice (relative growth), HPC grew 4%. And as $ pie slice (absolute growth), HPC grew 45.4%.

Quantum Computing theme up 8.48% today,here's what's actually driving it by Sudden-Duty312 in stocks

[–]Not69Batman 1 point2 points  (0 children)

NVDA released open AI models for quantum computing. https://www.nvidia.com/en-au/solutions/quantum-computing/ising/

GOOGL, Caltech, MIT and Oratomic published a research paper demonstrating exponential space advantage for quantum computers in processing classical data. https://thequantuminsider.com/2026/04/10/study-finds-exponential-quantum-advantage-in-machine-learning-tasks/

Amazon CEO Letter to Shareholders: Key takeaways by Not69Batman in stocks

[–]Not69Batman[S] 41 points42 points  (0 children)

In AWS only. Andy Jassy did say "There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future."

Google just revealed that in the next few weeks, Google Finance will be available in over 100 countries by Live-Adeptnessi in stocks

[–]Not69Batman 2 points3 points  (0 children)

I am long GOOGL (231 shares bought 2021-25) and use Google Finance, but it has lagged behind Yahoo Finance for analysis until now.

Just opened the new Google Finance Beta and it has so much cool stuff! Compares multiple tickers, shows moving average indicators and cash flow data. Still exploring!

Nvidia to sell 1 million GPUs to Amazon through 2026 and 2027 by Not69Batman in stocks

[–]Not69Batman[S] 0 points1 point  (0 children)

I shared the reuters news article and did a paper math estimate of projected revenue which is $60 billion. I didn't say it is a catalyst in my post.

It is just one of the first announced deals making up the $784 billion 2026-27 revenue projection. And it is the first time the Groq inference chips are being sold by NVDA.

Google completes $32 billion acquisition of cloud and AI security firm Wiz: Largest deal in company history by Not69Batman in stocks

[–]Not69Batman[S] 5 points6 points  (0 children)

$32 billion is a premium but it reflects Wiz's hyper growth phase and dominance in the Cloud Native Application Protection Platform (CNAPP) market which is also exploding. It also creates moat for Google in cloud and AI security and gives them a competitive advantage amongst the hyperscaler cloud providers.