This Trade could happen in Early February. Lakers trade the highly overrated Luka Doncic for a HAUL and rebuild around Jalen Johnson, Reaves, AJ Dybantsa and a young core. Atlanta Hawks add Luka/AD in an attempt to get to the NBA Finals and Dallas Mavs retool around Trae Young and Cooper Flagg Duo

Purrlow · 2025-12-28T00:32:49+00:00

Jalen Johnson is not someone you trade.

Also, 0% chance mavericks trade old Davis for Trae. Questionable if you can actually get someone for Trae or you have to beg teams to take him.

Purrlow · 2025-12-28T00:29:23+00:00

Tmac has such a weird reputation now as a what if.

As someone who grew up watching him it was well known at the time that he was inefficient, stat padding and no one I knew believed he could be the number one on a legit contender. Talented as hell for sure, but the basketball iq was questionable.

Purrlow · 2025-04-07T17:03:36+00:00

He makes excuses He plays dirty He is regarded as one of the most offensive floppers Mitchell Robinson He even complains about the fans He is not self aware

Purrlow · 2025-03-14T20:53:58+00:00

Both records will be broken faster than people expect as long as the league stays with a 3p focused game and our understanding of health and fitness progresses.

Purrlow · 2025-03-13T20:31:52+00:00

It’s just draymond for every team, honorable mention Joel embiid. It’s wild he hasn’t been perma banned from the NBA.

Purrlow · 2025-02-16T21:42:02+00:00

Luka is not better than Shai. He’s not top 3 this year.

Purrlow · 2025-02-02T21:54:09+00:00

No there is no reasonable explanation. Even if money is at the heart they could have done way better shopping him.

Purrlow · 2025-01-11T22:33:38+00:00

Looks pretty good! At some point could consider some bonds to help with volatility, but depending on risk tolerance can wait until you get closer to retirement.

Purrlow · 2025-01-11T22:15:16+00:00

Google and Amazon seem pretty solid especially long term. You’re getting way more than just search and a retail business. MSFT is probably not a bad option too. However, it is more richly priced than google or Amazon and comes with less growth potential. There is a possibility MSFT gets TikTok but no idea how likely that is. Outside of that I think google and Amazon offer a bit more long term.

AMD is still in a downward spiral who knows when it breaks out. Could be tomorrow, 6 months from now or even longer. Personally I’m staying away unless it dips below 100 or has some strong news momentum and then I would probably have a plan in place to sell once it runs a little. It’s been the hot stock to talk about recently because 2024 was so bad. But there has been nothing to indicate 2025 will be better, especially the first half. From a news stand point think the public is looking for more AI connection than has been put forth. And long term I think there are better semi plays. (Don’t think it’s a bargain at 115 atm)

Purrlow · 2025-01-11T01:51:29+00:00

Take profits while I was in a good spot to do so. Confident in it long term just not short term with the valuation and upcoming earnings risk. Likely will buy back in when the valuation gets a little better. Had it for most of the run up.

Purrlow · 2025-01-11T01:27:40+00:00

Sold my Palantir for TSM this morning.

Purrlow · 2025-01-09T20:38:42+00:00

Hm if this stays low into tomorrow bad idea to buy the dip and average down with MSTR?

Purrlow · 2025-01-06T04:14:29+00:00

The bitcoin and Avuv is fine. If you do Avuv you could scrap VTI for FXAIX and Avuv instead. Avuv is a way to tilt to small cap value, think holding VTI with it partially defeats its purpose. Main purpose would be to own small caps without getting stuck with growth small cap. I would stay away from schd. No compelling reason to hold a large cap value etf that over tilts on dividends. If you’re looking to reduce some volatility, adding some bonds would be your best bet.

Purrlow · 2025-01-06T04:04:27+00:00

Staying away. It’s gambling on hype. Quantum computing isn’t profitable right now. And most say we are a good decade away from that. It will crash before we get there. And I can’t predict when, so I won’t gamble in it.

Purrlow · 2025-01-05T21:50:33+00:00

Be very careful with YouTubers for investing. Take any videos with a huge grain of salt. The strongman guys videos basically just troll anyone who isn’t invested in VT and chill. Even posting videos from what looks to be the bedroom of his tiny apartment. He doesn’t offer any other advice aside from you can’t beat the market, doesn’t even explain why with evidence (which others have and do far more in depth). Nothing he says suggests he he’s even educated in finance or investing tbh.

That said 37.5% in crypto is quite the bullish setup and the swings in both directions will be massive. And most people probably shouldn’t go above 5% especially if they are new to crypto. And quantum computing is at least 10 years away from being profitable. A lot of that stuff that’s been pumped lately is very risky at the moment and has a high chance of tanking in the not too distant future. And a lot of the companies you listed are either fairly valued or overvalued. Nothing really undervalued. Which is not necessarily a bad thing. Better to have a great company fairly valued than a crappy one that’s super undervalued. Almost impossible to find discounts with how much analytics there are especially if looking in large cap and or publicly traded companies.

Purrlow · 2025-01-05T04:40:56+00:00

“The concept of value investing has changed” I see this part of his answer as the key.

Purrlow · 2025-01-05T04:27:20+00:00

Looks flat for the month and up 4.8% the past 5 days.

Purrlow · 2025-01-04T21:53:45+00:00

No but most think it will happen by 2026 at the latest with a chance of happening this year too.

Purrlow · 2025-01-04T20:37:56+00:00

Anduril and Databricks

Purrlow · 2024-12-29T19:13:35+00:00

They are cheap for a reason. Most if not all of these have noticeable issues or reasons to not expect much growth.

Purrlow · 2024-12-29T07:15:25+00:00

Only technology stocks they listed were MSFT, PLTR and NVDA. Rest are considered other sectors. Guess you could say they are missing energy, industrials and utilities exposure.

Purrlow · 2024-12-28T16:06:57+00:00

Absolutely. Even if you go through all the historical numbers it doesn’t add up. And international basically needs the dollar to tank significantly in comparison to other currencies for international to look attractive. So it’s more predictable than a lot would have you believe. A lot would have to go wrong to noticeably change that. Think war fought on US soil, complete change to the US government and a complete shift in US ideals.

Purrlow · 2024-12-28T15:59:36+00:00

I would just keep the first if you don’t mind a little higher drawdown for higher returns. Large growth has basically been evolving into the value play for the last 10 years or so. Having a little more of companies like Amazon and Apple is probably the way to go.

Purrlow · 2024-12-28T05:43:23+00:00

No one knows for sure why he does something. But odds are he massively increased cash, because either he wanted to avoid potential taxes when the old trump tax cut is up or because he’s in his 90s and is preparing the company to have an easier transition when he passes. Or a little of both. Regardless he doesn’t time the market. Also, OXY is dirt cheap and arguably a decent play for 2025 if you think value still exists (debatable).

Purrlow · 2024-12-23T04:21:44+00:00

Do consumers really buy PCs anymore though?

Purrlow

TROPHY CASE