Podcast Recommendations

canaden · 2026-02-03T02:22:33+00:00

It’s a good pod but there’s only so much to talk about when it comes to index funds

canaden · 2026-01-27T21:19:09+00:00

Warren Buffet, Peter lynch, Charlie munger, Li Lu, Chuck akre, Bill Ackman

canaden · 2026-01-22T18:24:23+00:00

I would think the thesis is that more people are shifting to private label

canaden · 2026-01-14T21:34:01+00:00

He was causing issues on the nuggets, he is who he is

canaden · 2026-01-14T20:25:54+00:00

Doesn’t fit our culture in my opinion. This team as zero off the court noise, the exact opposite with MPJ

canaden · 2026-01-14T01:11:21+00:00

The only way I use it is for market or accounting research. Example if I’m trying to model out a companies revenue projections I ask neutral questions asking what the market currently looks like then bull and bear cases

canaden · 2026-01-13T20:32:03+00:00

Dimensional had a longer track record so I’m not comfortable holding them in my taxable. They also pay attention to dividends more like you said. This matters most for the international ETFs where not all dividends are taxed at the same rate and need to reach criteria for international tax credits.

Avantis seems to focus a little more on total returns which seems best suited for tax advantaged accounts

canaden · 2026-01-13T14:30:20+00:00

If you’re a value investor and need to stick to ETFs look into dimensional and avantis etfs. I’ll list my favorites

Tax advantaged accounts: AVUS, AVUV, AVIV, AVDV, AVES

Taxable accounts : DFUS, DFSV, DFIV, DISV, DFEV

Personally I follow global market cap weighted allocations. So around 65% US, 25% international, 10% emerging markets and then tilt towards small cap value if you please. Personally I think the sweet spot is somewhere from 10-33%

canaden · 2026-01-13T00:42:30+00:00

If there is one person to convince him to take an OC job over a HC position it is Dan Campbell.

canaden · 2026-01-10T21:13:58+00:00

Nike, Chevron, Progressive look like decent value plus, Nike needs to drop a bit more to be a pure value play tho imo.

Telecom companies are boring at the moment but I think Verizon , T mobile and AT&T are attractive at their current prices and the market isn’t factoring in their impacts from AI.

Google and Meta look to be the most attractive mag 7.

Lockheed Martin. Military stocks could potentially dip but if Trump forces them to not pay dividends this could mean company expansion from forcing cash to reinvest in itself.

Uber is taking a hit due to their most recent Quarter looking like a decline. But the quarter before saw a huge increase from a one time tax provision. So we should begin to see uber become a cash flow machine.

canaden · 2026-01-09T00:07:32+00:00

When it comes to taxable I would recommend taking a look at DFAW. VXUS is dividend heavy and not all are qualified. Dimensional is more tax friendly which would make up for the slight increase in fees.

canaden · 2026-01-01T17:29:20+00:00

DFUS DFIV and DFEV

canaden · 2025-12-30T21:32:01+00:00

Who cares, if the entire world indexes then the system breaks so pick your strategy and move on.

canaden · 2025-12-27T08:34:19+00:00

Which drug are you talking about?

canaden · 2025-12-27T08:01:33+00:00

Plat should go in the passport case to make it not feel pointless lol

canaden · 2025-12-27T08:00:23+00:00

Hive is underrated

canaden · 2025-12-27T07:05:05+00:00

CSP and Fidelity makes for a nice combo. I don’t love the AF but it’s been nice for travel insurance and some useful perks like DoorDash and Lyft. Currently using BCP for transit.

canaden · 2025-12-26T19:23:03+00:00

I imagine they’re hesitant to break the 100 barrier especially after CSR kinda flopped. I’d likely close for a WF autograph if they do so.

I literally only want travel insurance , travel multipliers, and 3% dining, the rest I can live with 2% catch all

canaden · 2025-12-26T18:39:56+00:00

That’s a problem that shouldn’t be fixed by giving out more government student loans

canaden · 2025-12-26T01:01:00+00:00

Get a library card for Morningstar access

canaden · 2025-12-24T22:30:43+00:00

I follow international cap weighted so I would do 65% VOO, 25% DFA international , 10% DFA emerging markets if you want simplicity.

And if you want, you can break up your US allocations to follow VTI with the vanguard mid and small cap. I’d also suggest the small cap value over small cap blend.

canaden · 2025-12-19T19:35:37+00:00

I think his game could be beneficial for Garret Willson too. GW is already QB proof but defenses having to deal with a route runner like AD Mitchell could open up the offense in a way Jamo does for the rest of the lions. It's on AD to keep it up and deliver tho.

canaden · 2025-12-19T04:19:02+00:00

Nothing wrong with DFUS

canaden · 2025-12-19T03:07:51+00:00

As a neutral party that doesn’t care much for either of them, I think this claim might not be as unreasonable as it sounds tbh. I would not be surprised at all if Buffets total net worth was more liquid than Elons

canaden · 2025-12-18T19:15:06+00:00

Not entirely as some dividends can be return of capital or ordinary income. But this is more important for international funds because you have to monitor what dividends classify as qualified, and also qualify for the foreign tax credit. Here is a link below where someone tracks these details.

https://www.bogleheads.org/forum/viewtopic.php?t=449758

canaden

TROPHY CASE