@IBKR is there a plan to allow Canadian investors to buy international stock within the TFSA and RRSP accounts?
$FICO lots of people (I'm guessing long, mostly that bought above 2000$) are rationalizing why today's selloff is unjustified. At the core, you're betting that bi-merge or single credit file doesn't happen and that VS doesn't gain reasonnable market share. You're buying a company that has likely exhausted its pricing power, drawn regulatory scrutiny on it's monopolistic position by being reckless/arrogant, subsequently lost its competitive position, operates in a low-growth, cyclical business (near a trough, sure), but with real risk of major downward earnings revisions over the next five years. All that for a 5.5% free cash flow yield on long term earnings that are far from certain. I mean, whatever your opinion on the $FICO moat, how strong the financials are, and how those issues will play out, if you're running a concentrated portfolio, for sure there are better opportunities out there.
Seems like the devon energy and corterra merger could be an opportunity for $WBI no?
Seems like the devon energy and corterra merger could be an opportunity for $WBI no?
Since $TMUS is the biggest provider of FWA and has a minimal amount of fiber, in this scenario do the cable providers win?
Not sure what to do with $ASML . Went at it in size a year ago with a much better set-up, now the sell-side is upgrading, everybody is piling in it seems -- looks like active managers are covering their short.. Not sure I'm that good at riding momentum.
$CSU is tempting, although I'm finding myself with the same issue that I had with it 5-6 yrs ago, the holdo structure makes it very difficult to have a view on the fundamentals. You rely on historical perf. to repeat itself, which doesn't make for a good investment case.
This won’t end well haha
We need to rethink our listing process at @coinbase given there are ~1m tokens a week being created now, and growing. High quality problem to have, but evaluating each one by one is no longer feasible. And regulators need to understand that applying for approval for each one is totally infeasible at this point as well (they can't do 1m a week). It needs to move from a an allow list to a block list, and utilize customer reviews/automated scans of onchain data etc to help customers sift through.
That and we'll continue integrating native DEX support more deeply. Customers shouldn't need to know or care whether the trade is happening on a DEX or CEX.
What about $ICE here. Been a long time shareholder, thinking about adding. 1) exchange business with strong competitive positioning especially in energy, 2) mortgage tech build out should create a strong network 3) strong data business. Valuation is more than reasonable…
This is why (I think) the stock has been selling off since the election, and at 55x FCF, I think there is still valuation risk short term even considering the growth in front of us. In the "Moaty financial services business" category, $FICO is still expensive.