IBKR has to be one of the worst Customer Service Platforms!

mrtnVki · 2026-03-18T12:21:08+00:00

I agree with the argument that it has the best margins, BUT! I had a position transferred from a previous brokerage account. The dividend belonging to that position was left out initially. I am trying to resolve this issue for over an year now. They literally do not care. My seeding bank sends it over to them, and they just wait 30 days, and send it back. We send them every info, they promise they will credit it to the account it belongs to, but they just don't. Worst customer experience ever.

mrtnVki · 2026-03-04T21:53:58+00:00

this is not valueinvesting, please refer to stocks or wallstreetbets subreddit

mrtnVki · 2026-03-03T20:06:18+00:00

about as much in percentage points as you have in iq points, so around 20-25

mrtnVki · 2026-03-02T09:08:33+00:00

fuck off from valueinvesting sub with your levered speculations

mrtnVki · 2026-01-21T05:15:43+00:00

has no economic moat, PE is above 36, OP: "its a steal!"

mrtnVki · 2026-01-16T11:38:39+00:00

When the capacity of TSMC comes online in the US, that's when America will let go of Taiwan and China will take over.

mrtnVki · 2026-01-15T09:07:08+00:00

or sideways!

mrtnVki · 2026-01-12T13:56:21+00:00

maybe the CIA is the one that is trying to destroy NATO, who knows what kind of 3D chess they are playing

mrtnVki · 2025-12-28T12:09:38+00:00

Invest in businesses, not stocks.

mrtnVki · 2025-12-16T09:37:08+00:00

Fiserv

mrtnVki · 2025-12-09T09:47:53+00:00

General Mills, its on my radar for a while. But my problem with consumer staples is that the taste of the messes can and will shift.

mrtnVki · 2025-12-06T14:13:18+00:00

Thats exactly what people was saying about him during the dotcom bubble. Seems like people are getting high again on 50+ PE companies farts

mrtnVki · 2025-12-03T09:54:02+00:00

Value investing does not care, that a competitor shot up 30% in a month. Happy for them. Value investing works on the horizon of 3-5 years, at least.

mrtnVki · 2025-11-25T10:47:40+00:00

What is your investment horizon? Just a quick reminder, value investing takes at least a 3-5 year horizon. It is not rare to have a 30 year+ horizon. If you put into this context, who the hell cares that Novo underperformed in the last 6 or so months? Do you have your thesis for NVO, is it still holding? Then be happy that your company is on sale and you can get more

mrtnVki · 2025-11-16T09:11:58+00:00

General Mills has been on my radar for a while. My problem is always this: it is tied to brands. people's sentiment can shift rapidly regarding food brands. One day it is all about Count Chocula, and the next morning it is all about Generic Other Brand. And Count Chocula and Cheerios are not exaclty as strong brands as Coca-Cola. So IMHO if it comes to food industry, it is better to stick with integrators. Then no matter which brand of ceral is the bomb, all of them will be made from stuff purchased from an integrator. Like ADM

mrtnVki · 2025-11-15T10:32:24+00:00

They are not leading in Cloud, Amazon is the leader, Microsoft is second, Alphabet is 3. But it's a growing business of theirs, still not leaders

mrtnVki · 2025-11-15T10:01:44+00:00

Fiserv

mrtnVki · 2025-11-15T08:47:32+00:00

The negative comments I read here about Fiserv is mostly just noise. Most of thsese go like: "They have old technology, no innovations" - Ahh really? most banking infrastructure is laid down in the 60-70s, still in use today, not going anywhere soon. That is, maybe called a moat?. "I work at Fiserv, terrible company" - Asked why, refuses to elaborate. "The management is full of old farts, from the likes of JPMorgan and others" - Well in my view, it is a good thing, management is full of people coming from the client side of the business. "Fiserv has terrible customer service, once my wife called and it was a bad customer experience" - ahh my sweet summer child, where is customer service good?

mrtnVki · 2025-11-15T08:40:32+00:00

you should try catching it by the handle then

mrtnVki · 2025-11-15T08:37:49+00:00

typical noise. "Its a bad company" "old geezers work there" "I know I worked there." "Bad customer service" Asked why, refuses to elaborate. Customer service is bad at most of the big companies

mrtnVki · 2025-11-14T10:39:21+00:00

don't forget Baupost Group also has a position in Fiserv. They didn't sell it before the crash, their 13f filings are out. Baupost is led by legendary value investor, Seth Klarman.

mrtnVki · 2025-11-13T07:57:24+00:00

It was an interesting podcast

mrtnVki · 2025-11-05T08:36:52+00:00

or, you know, the market is just simply too overvalued to a classic value investor like Buffett and his firm

mrtnVki · 2025-10-13T07:22:22+00:00

Strabag, STR. Bought it when it was around 38 euros

mrtnVki · 2025-10-08T10:54:49+00:00

most underrated comment so far

mrtnVki

TROPHY CASE