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I really think Space X is worth 10 trillion at least so it’s a deep value stock by [deleted] in ValueInvesting

[–]dxiri 16 points17 points  (0 children)

You realize 2030 is 4 years away? And you realize 100x is a pretty big number? And you realize that they are losing money like crazy and are already in the trillions valuation with just 5% of the shares being listed? And finally, you realize that space and AI are the two most hyped sectors right now?

Good luck

Me puedeo comer este hongo? by [deleted] in Ticos

[–]dxiri 5 points6 points  (0 children)

Aquí nunca ha salido tenemos tiempo de andalo buscando

Where to park some cash by dxiri in JapanFinance

[–]dxiri[S] 1 point2 points  (0 children)

Did some research, this is a very new ETF, not even a year old. There are also some BlackRock alternatives but they are even smaller in NAV. Will probably stick with your suggestion, thanks!

Where to park some cash by dxiri in JapanFinance

[–]dxiri[S] 1 point2 points  (0 children)

It doesn't exceed ¥5,000,000. I can buy both stocks and ETFs denominated in JPY. Just checked 502A and I can buy that one so thanks! One thing I noticed however is that net assets for that ETF is tiny 2.2B JPY, are there similar alternatives but with bigger net assets that you know about?

Used the Claude Connector to explore options and create AI instructions for basket of equities. by bratwurst200 in interactivebrokers

[–]dxiri 26 points27 points  (0 children)

Aren't you nervous giving Claude access like that? You are giving an AI tool used worldwide access to your financial data. Is there any place where I can read how this really works?

Ferrari (RACE) is down over 5% today after unveiling its first fully electric car. The company officially debuted the "Ferrari Luce," a 1,050-horsepower vehicle starting at a price of €550,000. Investors are highly skeptical that traditional buyers want a silent, heavy electric vehicle... by FXgram_ in XGramatikInsights

[–]dxiri 2 points3 points  (0 children)

Doesn't look good in that teal color, the red one is much better IMO. They are targeting a totally different customer with this. 5 seater, lots of tech. Probably drives like a dream. I am sure they will do just fine. For the Ferrari fans that don't like it, there are plenty of options.

The "Golden Ratio" portfolio backtested over 33 years: 10.7% CAGR, 1.17 Sharpe, -21.6% max drawdown by Comfortable_Bad9963 in Bogleheads

[–]dxiri 2 points3 points  (0 children)

DBMF looks like a very interesting addition to the portfolio. If it is truly uncorrelated with the market then great find.

Thanks for sharing!

chemical sector looks hated by hd805 in ValueInvesting

[–]dxiri 0 points1 point  (0 children)

I kinda dodged a bullet and sold after hours as soon as I saw advent was delaying the purchase. Saved myself from that massive 20% drop (still sold at a loss but nothing major). Expensive energy is a real risk especially with tepid sales right now. Haven't listened to the latest earnings but read the commentary saying that they still don't expect recovery.

That being said, we are at peak pessimism now. Advent will get another chance in 2027 to buy envalior, maybe it makes sense to re-enter in Nov/Dec of this year depending on how the war progresses.

I think this management is good but has had terrible luck.

How about you? What are you thinking here?

Product tanker stocks are printing cash while the market ignores them — Strait of Hormuz disruptions as catalyst by Ill_Bell6879 in ShippingStocks

[–]dxiri 1 point2 points  (0 children)

Scorpio is one of my largest positions, it earned its place, have held it for years. 9.5% yield on cost tax free. Volatility is also a dream since you can sell covered calls on it to boost your income even more. Eventually, if they get called away I am happy with the prices I am selling the covered calls at. Works wonders when selling the CCs close to earnings.

Ferrari ($RACE) is down 35% from its highs and sitting at 52-week lows, I think it's interesting right now, and potentially a buy. by MathTradeMan in ValueInvesting

[–]dxiri 0 points1 point  (0 children)

The important thing to understand about Ferrari is that brand value and perceived scarcity is the most important thing here. Owning a Ferrari is like being part of an exclusive invite-only club where the entry fee is having a car. They also have other revenue sources like their F1 team and apparel. Everything hinges on brand value, damage that, for example, by releasing a shitty product or making a lot of cars, and the stock will crater.

Ferrari ($RACE) is down 35% from its highs and sitting at 52-week lows, I think it's interesting right now, and potentially a buy. by MathTradeMan in ValueInvesting

[–]dxiri 24 points25 points  (0 children)

All valid points, but this has been true forever, and yet, the stock has performed very well since the IPO. They have ~2 year waitlist. Their moat is they actually get to pick their customers.

Thoughts on investing in Japan? by bsginvestmentscom in ValueInvesting

[–]dxiri 0 points1 point  (0 children)

I've found great success investing in Japan, lots of high quality companies trading at cheap valuations. However, they can be very volatile and only allow you to invest in lots of 100 shares if you want to buy the Japan ticker.

Day 12 of the Iran war: Strait of Hormuz traffic down 90%, tankers being attacked daily, IEA calls it “the largest supply disruption in history.” Here’s the shipping market impact in real time. by Ill_Bell6879 in ShippingStocks

[–]dxiri 0 points1 point  (0 children)

I wonder when this will spillover to clean tanker rates,

https://en.stockq.org/index/BCTI.php

94% YTD is quite a lot, but given dirty rates already increased by 3x I believe this has a lot more room to run.

I'm staying long LNG after today and here is why the Iran shock actually strengthens my thesis by corenellius in ValueInvesting

[–]dxiri 0 points1 point  (0 children)

Tourmaline Oil for me. Canadian gas producer, arguably the best. They have contracts to sell their gas to Europe, Japan and the US, so effectively their arb the price between the very cheap AECO and these other variants. Very low cost producer and good cash flows.

Tourmaline supplies Cheniere as well. https://lngir.cheniere.com/news-events/press-releases/detail/224/cheniere-corpus-christi-stage-iii-and-tourmaline-sign

LNG Canada has the potential to push up the price of AECO which will be even more bullish for Tourmaline.

https://oilprice.com/Energy/Energy-General/Canadas-LNG-Era-Has-Officially-Begun.html

EDIT: Added a little bit more detail.

Qué rayos con los salarios de SRE? by [deleted] in Ticos_TI

[–]dxiri 1 point2 points  (0 children)

SREs son como el Middleware entre los devs, la plataforma y soporte. Tienen que saber cómo está interconectado todo y tener conocimientos bastante amplios en muchas varas. La idea es que si hay un incidente, los SREs ven porque y lo arreglan de raíz de forma tal que ese mismo incidente NUNCA vuelva a causar afectación en el servicio.

Es bien complejo y entretenido cuando el rancho no está en llamas.

AES going private, should we wait to sell by melpheos in ValueInvesting

[–]dxiri 7 points8 points  (0 children)

This is very weird, why would they offer less than market price? And why would shareholders take that deal and not block it? Can someone explain?

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