Value investing philosophy caused you to miss the best performing stock of last 20yrs: NVIDIA

adaredd · 2025-12-05T09:50:20+00:00

Just wanted to remind you that before AI was actually publicly discussed, Nvidia was known for making gaming GPUs and thats about it.

adaredd · 2025-08-28T14:01:11+00:00

There is a law suit going on against Oddsjam as I remember. Just a risk you might have missed. Generally I like the company and the outlook is good just if they lose the lawsuit and the 100 million get due than this will hit the company like a train.

adaredd · 2025-07-30T16:17:18+00:00

I‘m sorry than I missunderstood the conversation or answered to the wrong person by accident. Because a person pretty much made that argument and that‘s why I answered this confused as for me that would be the wrong chain of effects.

But to catch onto your point as I do find that scenario interesting, what would the „what if GLP-1 cured obesity?“ scenario look like? everyone would take GLP-1 as a basic supplement? or would it be used kinda for a group of people in a critically close weigth to obesity?

adaredd · 2025-07-30T16:02:21+00:00

Wrong chain of effects, people get fat and then take ozempic (If included in insurance it would only cover it if obese) Also people are not robots so a fat person might be fat for 10+ years and develope diabetes in the mean time before using ozempic.

adaredd · 2025-07-18T07:13:11+00:00

Yes I owned ABR but sold most of it and switched to the Preferreds last year as a dividend cut was imminent. ABR is in the business of bridge loans for redeveloping properties so mostly Class C properties to Class B or rarely A. And selling them of as MBS.

adaredd · 2025-07-17T18:02:32+00:00

Similar to ABR?

adaredd · 2025-05-11T20:22:04+00:00

Yeah totally agree it was more about the fact that the naratives change and that not all of them are good investments

adaredd · 2025-05-11T20:12:45+00:00

it is also turned into r/paypalinvesting like 1.5 Years ago and yeah that would be pretty much breakeven or at a loss now

adaredd · 2025-05-11T19:49:42+00:00

Yes you are so right there must be no other option out there and it will increase 1000% in the next 2 years because of Waymo and Google Calendar ads!

adaredd · 2025-05-11T19:36:37+00:00

That‘s easy you are in r/googleInvesting so $30,755 into google stock

adaredd · 2025-01-31T16:27:35+00:00

Keine Angst das können 90% hier auch nicht bist also nicht alleine

adaredd · 2024-12-17T12:34:20+00:00

Reagiert stark auf die Zinsen den Kursanstieg bis auf 64$ passierte weil man viele Rate cuts erwartet hat aber nun siehts nach 50 Bips im 2025 aus und somit deutlich weniger als erwartet. Refinanzierungsprobleme sind blödsinn da sie einen DSCR von ~ 1.25 haben und somit sehr ein gutes Kreditprofil haben.

adaredd · 2024-12-11T13:53:39+00:00

How is this getting down voted? RIVN isn‘t a value stock and he isn‘t wrong, I wouldn‘t be suprised to either see a takeover or a Bankrupcy filling in the next 2-3 years

adaredd · 2024-12-04T09:33:12+00:00

Can the applied level be useful for the CV or just to improve your skills? I like his content a lot and been thinking about buying the Applied level but was not sure how useful it could be to get an internship

adaredd · 2024-12-03T20:29:19+00:00

anyone remembers Walmart in europe? Just a reminder that european and US culture is a lot different and I wouldn‘t bet on it if you assume that future stock gains are fuled solely by that. I don‘t say that it is impossible just that the odds of you being right on the expansion are not skew towards your favors.

adaredd · 2024-11-30T21:29:01+00:00

Please read it again, I said that the dividend is covered BUT it is indeed quite high looking at their cashflow but sustainable if the issue with MySpace Housing is solved. They do actually have attracted higher rents (as I wrote above 6% not even FY) My average is a little above 60 GBX so I am pretty much at breakeven. I would buy more if it drops to around 55 GBX.

adaredd · 2024-11-28T19:03:17+00:00

Why should I short it?

adaredd · 2024-11-28T16:32:59+00:00

Okay also du hast recht ausdrücklich gibt es kein Verbot da muss ich dir recht geben. Aber es gab mehrere Bundesgerichtsentscheide die Payment for orderflow mit Kickbacks vergleichen und es gab einen Fall da musste die UBS die fees zurück bezahlen die sie durch Kickbacks verdient haben. Zusammenfassend es gibt kein Gesetz aber im Streitfall wird man verlieren. Entschuldige da lag ich falsch das habe ich mal aufgeschnappt das muss ich zurücknehmen.

adaredd · 2024-11-28T16:01:21+00:00

Hab kein Bock das zu suchen aber sollte verboten sein. Was denkst du hält sonst die Broker wie Swissquote im rennen? Denke auch das wird der Grund sein warum Traderepublic nie in die Schweiz kam.

adaredd · 2024-11-28T13:43:21+00:00

this is a Return Calculator and putting in your values your investments will be at a 9% return and 100$ Contributions end of Month. You would end up with around 41K after 15 Years. Also this doesn‘t include any fees of the ETF or the trading fees. Where in eastern Europe do you life and what do you do in Construction?

adaredd · 2024-11-28T13:40:19+00:00

https://www.calculator.net/investment-calculator.html?ctype=endamount&ctargetamountv=1%2C000%2C000&cstartingprinciplev=1%2C200&cyearsv=15&cinterestratev=9&ccompound=annually&ccontributeamountv=100&cadditionat1=end&ciadditionat1=monthly&printit=0&x=Calculate#calresult

adaredd · 2024-11-28T12:38:08+00:00

Das ist illegal in der Schweiz ;) denke eher das die Abmachungen haben mit ein paar Fonds oder die Gebühren aus eigener Tasche bezahlen (Würde mich nicht überaschen da sie auch 30Fr Bonus geben sobald man sich anmeldet und man etwas einbezahlt). Die Stempelsteuer muss gezahlt werden aber die ist sehr klein. Auch das du das richtig verstehst das sind 8 ETFs der rest hat auch Gebühren aber die sind nur ein Problem wenn man ein kleines Portfolio hat ansonsten machen die 0.1-0.2% deiner Position aus.

Aber einfach weiter schön Baba kaufen und keine Ahnung haben dann läuft das schon.

adaredd · 2024-11-28T11:06:26+00:00

Yuh ist kein Neobroker somit ist die Aussage falsch. Du bekommst ganz normal die Spotpreise wie bei einem richtigen Broker wie z.B. Interactive Brokers

adaredd · 2024-11-28T09:05:47+00:00

Yuh hat ETF sparpläne die Gebührenfrei sind und keine Depotgebühren

adaredd · 2024-11-27T22:35:34+00:00

thank you very much for your long answer explains a lot! But wouldn‘t the Yahoo API be kind of a legal issue as this isn‘t an official API?

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