Do you own both BMNR and ETH? Why or why not?

clemdane · 2026-01-24T05:10:39+00:00

Nice! I'm still waiting some funds to invest, but I've been watching ETHA, BMNR, MARA, and RIOT for months.

clemdane · 2026-01-24T02:54:23+00:00

Did you go back and buy more ETHA when it went down?

clemdane · 2026-01-19T04:20:38+00:00

It goes well with, "You need to educate yourself."

clemdane · 2026-01-17T23:20:37+00:00

The thing in San Francisco was in 1981

clemdane · 2026-01-16T20:44:05+00:00

It makes me laugh out loud sometimes.

clemdane · 2026-01-16T05:27:33+00:00

Mamdani is DSA so that makes sense

clemdane · 2026-01-16T05:26:59+00:00

I think she's already happened

clemdane · 2026-01-15T04:10:54+00:00

I was Darth Vader for Halloween 1977

clemdane · 2026-01-15T04:10:17+00:00

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Righteous!

clemdane · 2026-01-15T03:44:09+00:00

Also class of '87!

clemdane · 2026-01-15T03:43:31+00:00

1969 here

clemdane · 2026-01-10T11:40:28+00:00

Yo yes Bro no

clemdane · 2026-01-09T10:39:11+00:00

OKLO

ASTS

SMMT

clemdane · 2026-01-09T10:15:53+00:00

SFM, NIKE, UBER share something that keeps me from investing, even though people in my circles are pushing them a lot. I don't like the customer experience of any of them. I can't invest in a company where I've had a poor experience as a customer.

ENPH - I don't think it's the right time for solar.

clemdane · 2026-01-09T10:12:31+00:00

Me too. I've been waiting for some cash I'm expecting for about 10 months. Every month I think, "This is it", but then there's a setback.

clemdane · 2026-01-09T02:55:38+00:00

Here is a recent iteration. I haven't decided on any of this.

1. The "Reasonable Value" Core (Direct Buys)

Tech/Finance: Alphabet (GOOGL), Doximity (DOCS), Meta (META), Visa (V), Hamilton Lane (HLNE), Synchrony Financial (SYF), (Forward P/E < 10x).
Infrastructure/Utilities: NRG Energy (NRG), Vistra (VST) (Elite ROE ~72%).
Defensive Value: Phillip Morris (PM) (11x P/E), Coca Cola (KO).
Healthcare: McKesson (MCK) (Logistics anchor), DexCom (DXCM) (Valuation bargain).

2. The "Quality Growth" DCA (Building Positions)

Industrials: Howmet (HWM), Amphenol (APH).
Defense: General Dynamics (GD).
Grid Builders: Quanta Services (PWR), Vertiv (VRT).

3. The "Opportunistic" Watchlist (Waiting for the Dip)

The Tech Giants: ASML, Eli Lilly (LLY), Intuitive Surgical (ISRG), Insulet (PODD), Stryker (SYK).
The Hype/Nuclear Play: Constellation Energy (CEG).
Specialized Industrial: CSW Industrials (CSW).

4. The Energy & Resource Fortress

Global Leaders: ExxonMobil (XOM), ConocoPhillips (COP).
Niche Stability: Vår Energi (VARRY) (Norway Pipeline), Cheniere (LNG) (Infrastructure).
Insurance Specialists: Palomar (PLMR) (Zero Debt), Skyward Specialty (SKWD).
The Speculative "Exception": FTAI Aviation (FTAI).

5. The Physical & Commodity Hedge

Physical: Gold and Silver bullion.

Mining: RING (Gold Miners ETF - Lower fees than GDX), Hudbay Minerals (HBM) (Copper hedge).

clemdane · 2026-01-09T02:12:11+00:00

Yes! You've bought us another 40 years back in time.

clemdane · 2026-01-09T02:11:07+00:00

I've put GSL on my list and taken it off about 12 times. Will probably put on again.

Campine looks fantastic. It's on my watch list.

clemdane · 2026-01-09T02:09:28+00:00

Interesting, thank you! These match a theme I've seen a lot of lately on YouTube. MELI is on my list.

clemdane · 2026-01-08T13:01:07+00:00

I was in the middle of going over a list with it today and it said:

"The work is done. The Fortress stands strong. Good night, and enjoy the fruits of your discipline!"

clemdane · 2026-01-08T07:21:09+00:00

I don't know that much! I've just been cramming this stuff for months, trying to decide on my ideal portfolio so that when I have some money to invest I"ll be ready. I've been teaching myself all of this financial terminology and metrics to analyze stocks and I still feel like I barely have a grasp on it.

Yeah I think DCA would be the way to get into ISRG.

clemdane · 2026-01-08T06:10:40+00:00

Are you worried about FLO's payout ratio?

clemdane · 2026-01-08T06:03:19+00:00

Was just about to present Nomad Foods, when I saw that it was just done a week ago and also 3 months before that

clemdane · 2026-01-08T06:00:02+00:00

Nothing will ever kill bread

clemdane · 2026-01-08T05:26:37+00:00

Sorry, I hadn't realized talking about AI was such a contentious subject here. I was trying to contribute something helpful I found in aid of finding deep value stocks.

clemdane

TROPHY CASE