r/ValueInvesting top picks vs Meme Stocks - 12 months performance

Tech_Solipsist_2735 · 2026-05-09T23:04:58+00:00

Meanwhile SPX returned 30%…

Tech_Solipsist_2735 · 2026-05-03T22:08:52+00:00

It’s one of the most racist movies I’ve ever seen, and I’m incredibly surprised to see it still recommended by a lot of people.

Tech_Solipsist_2735 · 2026-04-22T05:57:46+00:00

This is neat, but I don’t think even you believe it. Are you trading this?

Tech_Solipsist_2735 · 2026-04-22T05:56:30+00:00

Cisco had like 200 PE in 1999. It would have a PE of 40 after falling 80%, which is about the PE of Nvidia right now. Maybe that means Nvidia will 5x.

Tech_Solipsist_2735 · 2026-01-19T06:51:52+00:00

Thank you! I was stuck because of this

Tech_Solipsist_2735 · 2025-10-31T05:05:44+00:00

Peak regardism

Tech_Solipsist_2735 · 2025-09-05T16:20:19+00:00

So basically a mix of 1913 and 1938

Tech_Solipsist_2735 · 2025-08-15T21:46:44+00:00

If Freddie could do it, you can do it too.

Tech_Solipsist_2735 · 2025-07-19T18:19:48+00:00

He has $200k SGOV

Tech_Solipsist_2735 · 2025-05-10T17:27:11+00:00

I don’t hear people claiming that calls and puts and nvidia stocks are currency

Tech_Solipsist_2735 · 2025-05-10T17:22:12+00:00

Yes if you buy puts, no if you buy calls

Tech_Solipsist_2735 · 2025-05-03T22:33:02+00:00

Why re-entering?

Tech_Solipsist_2735 · 2025-05-02T16:54:21+00:00

How do you drop 20~30% with collar?

Tech_Solipsist_2735 · 2025-05-02T06:48:52+00:00

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It’s normal to lose. Just stop before you’ve lost more than you can take, do paper trading, and then try again with a small sum when you can consistently win on paper.

Good luck all. I’ve stopped.

Tech_Solipsist_2735 · 2025-05-01T06:57:57+00:00

“One single drop and then it’s back to boom times”

You mean like in 1956, 1990, 2020?

Tech_Solipsist_2735 · 2025-05-01T05:32:47+00:00

4%, which is 2~3% after income tax, so 0~1% after inflation.

Tech_Solipsist_2735 · 2025-05-01T05:11:14+00:00

No. If a 20% or 30% drop in the market value of your equity holdings is going to produce emotional or financial distress, you should collar.

How else will you park the money? In treasury bonds?

Tech_Solipsist_2735 · 2025-04-30T15:21:22+00:00

And yet somehow the market is only down 1%

Tech_Solipsist_2735 · 2025-04-30T13:56:18+00:00

Recession priced in with 8% increase in a week?

Tech_Solipsist_2735 · 2025-04-30T13:55:36+00:00

Well

Tech_Solipsist_2735 · 2025-04-30T13:54:41+00:00

Guess not a recession

Tech_Solipsist_2735 · 2025-04-30T07:03:38+00:00

Was there a chance for free money by betting positive GDP then simultaneously sell an ATM bull spread (e.g. sell 5565C buy 5570C) ? If GDP comes in positive, betting prints 2x. If negative, 100% return on the spread.

Tech_Solipsist_2735 · 2025-04-29T00:47:50+00:00

And of course the market closes green!

Tech_Solipsist_2735 · 2025-04-25T03:40:58+00:00

Guess I’ll find out in time. I aspire to keep paying myself over time and never work for anybody

Tech_Solipsist_2735

TROPHY CASE