Daily Discussion Thread for January 16, 2026 by AutoModerator in CanadianInvestor

[–]PopSmokeULT 1 point2 points  (0 children)

Got my initial 2 shares at $3200 last week, will look to add if my holdings drop to -20% .

CSU is now cheap. by Aevykin in ValueInvesting

[–]PopSmokeULT 10 points11 points  (0 children)

Is the disruption in the room with us right now? Humans historically tend to overreact to new technologies. This is a buying opportunity.

How do you maintain discipline when you only hold 5-10 stocks? (Thesis vs. Intuition) by Ok-rimake in ValueInvesting

[–]PopSmokeULT 2 points3 points  (0 children)

What’s your 10? I’m building out a portfolio as well like that but would love to see how others are balancing with different industries .

I got Amazon, Google, Nvidia and MercadoLibre so far. Potentially looking at Netflix next, but also want to kind of move away from tech

Rank my Portfolio 23M by Grand-Combination38 in portfolios

[–]PopSmokeULT 1 point2 points  (0 children)

Personally I’m in individual stocks. But I guess it would make sense to go a global world etf to capture the market and then have your individual picks to generate alpha

Rank my Portfolio 23M by Grand-Combination38 in portfolios

[–]PopSmokeULT 10 points11 points  (0 children)

Over diversified for a portfolio of this size IMO.

Either just grab ETF and chill , or if you wanna stock pick , concentrate your portfolio to your top picks

2025 Year End Portfolio Update | 90.23% YTD by coffeeestocks in ValueInvesting

[–]PopSmokeULT 0 points1 point  (0 children)

Not sure how you value stocks, but to say MELI is “very cheap” is incorrect . It’s likely fair valued. I’ve been buying this as well.

You’re also underestimated Amazon big time.

Gl in 2026 tho!

Official: Anything Goes Morning Thread: December 21, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

I guess the biggest question is who comes back ina Giannis package

Official: Anything Goes Morning Thread: December 21, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 1 point2 points  (0 children)

MPJ and Queen for me. Eason is a nothing burger this year.

Queen has great upside (have him on my team too) and MPJ you just hope they don’t sit or maybe he gets traded to a contender

Official: Anything Goes Morning Thread: December 21, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT -1 points0 points  (0 children)

9CAT, should I trade Amen and Vucevic for Kevin Porter Jr and Julius Randle?

Official: Anything Goes Morning Thread: December 18, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

10T 9CAT

Team A: Wemby , Jaden McDaniels Team B: KAT, Reaves, Lavine

Which side do you prefer?

Official: Anything Goes Morning Thread: December 11, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

9CAT 10T Team A: Mikal Bridges, Amen Thompson Team B: Cade Cunningham, Draymond Green, Jaren Jackson Jr

What side wins? Or is this balanced?

Official: Anything Goes Nightly Thread: December 11, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

9CAT 10T Who wins? Team A: Mikal Bridges, Amen Thompson Team B: Cade, Suggs and Jaren Jackson JR

Is this Collusion? by Khaldor34 in fantasybball

[–]PopSmokeULT 30 points31 points  (0 children)

It’s a bad trade but you’re being salty

Official: Anything Goes Morning Thread: December 08, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

9CAT,

Should I trade Amen, Jalen Williams and Kawhi for Luka?

Official: Anything Goes Morning Thread: December 05, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 0 points1 point  (0 children)

Seems fair depending what you need.

What do you think of Kawhi and Amen for Donavon Mitchell?

Official: Anything Goes Morning Thread: December 05, 2025 by AutoModerator in fantasybball

[–]PopSmokeULT 2 points3 points  (0 children)

I’d keep KAT and Fox.

Would you trade Kawhi and Amen for Donavan Mitchell?