Investing General Discussion

Cad

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Haus said:
In my case, this is the "sounding board" part of my process. I'm mostly doing a check on "I'm pretty sure this is the smart and easy play, but what do you guys know I might be missing". I ask that because I'll be the first to admit a lot of the folks posting in this thread obviously know a ton more about investing than I do and there might be something I'm just missing. I look at people in here like Blazin Blazin and know I won't ever be on that level of knowing this craziness.

Then again I also know there's a big difference between "every day asshole just putting away for retirement and hoping to maybe to better than average" and "Investing for a living" and I know which side of that see saw I am on.
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I have about 80% of my holdings in VTI, so yea. SPY and forget it.
 
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Jysin

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I've only just noticed, but it is interesting to see NFLX formed a death cross on the Daily & Weekly charts.

Down about 33% from summer highs.

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T

Tirant

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RE: NFLX
Reed Hastings just sold $39MM worth. Only like 2% of his shares and probably prescheduled so wouldn't look too much into it. Still something I pay attention to.

RE: Index Funds
I rotated ~20% of my IRA from S&P500 to VTV (vanguard value) and RSP (SP500 equal weight). Just lightening up on Mag7 as we discussed a few pages back. This account is very passive for me, wanted diversified funds I can ignore but admittedly am somewhat actively managing it by doing this.

My taxable brokerage is 98% individual stocks, including a lot of Mag7. One of the reasons I wanted to lighten up on VOO in my IRA. I'm 30+ years from retirement FWIW.
 
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Synj

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Tirant said:
RE: NFLX
Reed Hastings just sold $39MM worth. Only like 2% of his shares and probably prescheduled so wouldn't look too much into it. Still something I pay attention to.

RE: Index Funds
I rotated ~20% of my IRA from S&P500 to VTV (vanguard value) and RSP (SP500 equal weight). Just lightening up on Mag7 as we discussed a few pages back. This account is very passive for me, wanted diversified funds I can ignore but admittedly am somewhat actively managing it by doing this.

My taxable brokerage is 98% individual stocks, including a lot of Mag7. One of the reasons I wanted to lighten up on VOO in my IRA. I'm 30+ years from retirement FWIW.
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1 year
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3 year
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Haus

Haus

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Jysin said:
I've only just noticed, but it is interesting to see NFLX formed a death cross on the Daily & Weekly charts.

Down about 33% from summer highs.

View attachment 614650
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And I'm willing to bet their sub numbers are about to slide hard with their biggest show wrapped up. What is the next "Stranger Things" in the Netflix bag of tricks?
Adjacent to that would be the question of how high they think they can raise their sub costs before their original value prop of being a cost effective source for media and entertainment falters in the eyes of the consumer.
 
Jysin

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Haus said:
And I'm willing to bet their sub numbers are about to slide hard with their biggest show wrapped up. What is the next "Stranger Things" in the Netflix bag of tricks?
Adjacent to that would be the question of how high they think they can raise their sub costs before their original value prop of being a cost effective source for media and entertainment falters in the eyes of the consumer.
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My own anecdote, but years ago we went from a never ending subscription to just toggling it on and off every few months. Watch some worthwhile content, then unsubscribe for months until good content resurfaces.

And honestly, with the cost of streaming and split across so many damn platforms now, I am looking at firing my Plex server back up and revert back to piracy. Purely out of defiance, not that I can’t afford this stuff. It’s just so damn scattered and filled with slop these days. The quality has tanked massively. Streamers and Hollywood themselves to blame.
/endrant
 
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Haus

Haus

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Jysin said:
...
And honestly, with the cost of streaming and split across so many damn platforms now, I am looking at firing my Plex server back up and revert back to piracy. Purely out of defiance, not that I can’t afford this stuff. It’s just so damn scattered and filled with slop these days. The quality has tanked massively. Streamers and Hollywood themselves to blame.
/endrant
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This may or may not be a main driver behind my new fun time side project of building a new media and "home server" multi purpose box that's going to , if I can get it all working right, have around 80TB of media space. Will run n8n, home assistant, Plex, TrueNAS, etc in one big ass box.
 
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Kithani

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Jysin said:
My own anecdote, but years ago we went from a never ending subscription to just toggling it on and off every few months. Watch some worthwhile content, then unsubscribe for months until good content resurfaces.

And honestly, with the cost of streaming and split across so many damn platforms now, I am looking at firing my Plex server back up and revert back to piracy. Purely out of defiance, not that I can’t afford this stuff. It’s just so damn scattered and filled with slop these days. The quality has tanked massively. Streamers and Hollywood themselves to blame.
/endrant
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This is where I’m at and I’m similar to you I can afford it but outside of one or two shows Netflix seems littered with cool shows that got cancelled after 1 season and never had a resolution
 
Haus

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Kithani said:
This is where I’m at and I’m similar to you I can afford it but outside of one or two shows Netflix seems littered with cool shows that got cancelled after 1 season and never had a resolution
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Over in the Jimmy Rustling thread you can see where I just cut the big cord (cancelled AT&T Uverse), and we're doing a "critical review" of the others. Amazon Prime we use for the shipping benefits and other stuff, so we'll still have Prime Video, Paramount+ we get for "free" with other things, and HBO Max is the same. All other streaming services are probably getting nuked.
I'm taking the first quarter of this year to essentially DOGE our household finances and see how tight I can get the budgetary ship.
 
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Synj

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Did the exact same thing. Changed car insurance, homeowners, cut xbox, geforce, netflix, spotify, etc. Saved a shit ton and I'm just trying to live without so much excess bullshit. Tired of fucking subscriptions everywhere.
 
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Tredge

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Jysin said:
My own anecdote, but years ago we went from a never ending subscription to just toggling it on and off every few months. Watch some worthwhile content, then unsubscribe for months until good content resurfaces.

And honestly, with the cost of streaming and split across so many damn platforms now, I am looking at firing my Plex server back up and revert back to piracy. Purely out of defiance, not that I can’t afford this stuff. It’s just so damn scattered and filled with slop these days. The quality has tanked massively. Streamers and Hollywood themselves to blame.
/endrant
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If anyone wants a path off netflix - PM me.
I haven't paid for that, apple TV, or any such service for years. I get all of it and more.
 
Cad

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Tredge said:
If anyone wants a path off netflix - PM me.
I haven't paid for that, apple TV, or any such service for years. I get all of it and more.
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You can speak openly about piracy, we don't need to do the whole DM me for leet torrent infoz.
 
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Cad

Sheriff Cad

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Blazin Blazin whats up with MSTR vs. BTC? BTC is down a bit but MSTR is down 50% in 3M? Is that because MSTR is levered to buy BTC?
 
Tredge

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Furry said:
It’s probably more he wants to know who gets an invite rather than dropping a code
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I just dont want to fuck up a good thing.
Been on the server for years and I'd like to keep it going. Happy to share with anyone - but it isnt a giant secret and you can find sources on your own.
Plex and Emby services have been around for a while.
 
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Sludig

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Not sure if a thread but it's money so..
Butthurt Butthurt Cad Cad

Elderly parents are trying to fix their will and name me executor. 50/50 split with my brother. Any resources for a Colorado lawyer that would be this kind of specialty. Pretty decent assets, line a million cash/stocks. One mountain property loosely valued close to that though it's a tear down type ancient house, just the land value in Buena Vista, roughly 600-700k house and a 3rd in not sure if paid off also up in that range.

Dad is really not ask that savy, get just earned the money and my mom paid bills/spent it, for decades they had the same shirt financial advisor that had them pull money at some dumb times and had them locked up in bonds far too young. So trying to find someone not retarded too maybe walk them thru some end live stage financial considerations around inheritance etc
 
Blazin

Blazin

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Cad said:
Blazin Blazin whats up with MSTR vs. BTC? BTC is down a bit but MSTR is down 50% in 3M? Is that because MSTR is levered to buy BTC?
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Ive been talking about it since the summer, just not beating the dead horse anymore. They changed their method of raising money to offering preferred shares that pay dividends. So the only source of money to buy more BTC is dilution (This means they are selling more common shares and the ownership is then being spread out) They have to pay dividends but since they don't sell BTC and have no cash flow that means sell more shares. As investors began to understand the mechanism the value of MSTR began to move towards the value of its BTC holdings. The premium is gone, because they aren't really leveraged BTC that was more true when they issued debt to buy BTC instead of issuing shares.

Investors have to hope from here that Saylor finds or even creates new mechanisms to create value using the BTC they hold, if he can't do that then it will struggle to trade at any premium to its holdings.

If BTC was in an uptrend there during that period should be some premium that comes back in as investors are in essence front running the BTC move not that any inherent value is being created.
 
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