The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
  2. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,993
    Likes Received:
    3,181
    Indeed. That is true of any moderated site.

    When people read something they don't agree with, it makes them angry. This is almost universal. Not being like this is one of the reasons I respect WXYZ so much. I know it pissed him off when I posted that nVidia is washed up, last year. He never said a thing. He just continued to long hold. That's why he is so successful. He takes it all in, makes his decisions, and moves on. Exemplary.

    Posting something negative about nVidia in the stocks section really pissed off RTN, BigBear, and one other I will not name. They really took offense. For many months, every one of my posts was followed with RTN posting disagreement. To be fair, he did agree with a few of my posts, on rare occasion. He graded my posts like he thought he was my teacher. lol Thanks for the help, RTN.

    Don't shrug this off. I had someone threaten violence when I posted that I purchased Tesla in 2016. It's really important to people that others think as they do and they go mental when this is not the case. Anyone who has read even one of my posts knows that I'm going to upset a lot of people.

    Not many people can be dispassionate about anything. Not many people have the intellect to understand objectivity is key to successful investing.

    That's why I spend most of my time on Lemmy. Lemmy is a sort of open source version of Reddit. It's complex in that you have to join a server and messages propagate between servers and clients but not all servers carry all channels. It's quite a bit like Discord, in this respect. Lemmy is also dying but there are no moderators to delete things. It's the old west but I've never seen the sort of personal attacks that regularly occur on every moderated site. I have no interest in posting on a moderated site again.

    The Lemmy group started as some ROCm development pals. That's why I joined. We have some surprising people. I can't share detail but I have had insights and previews of future products from nVidia, AMD, and Google that I would not have without that group.

    On the other hand, those guys could care less about 90% of the stuff I follow. I don't join a group for reassurance. My mission is to constantly forage for new ideas. Recently, I've also made an attempt to give something back.

    Best wishes to all of you, wherever you go. I'm going to stay here with RG. We can post once a month to test if the site is still up. lol!
     
  3. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
    A HUGE gain for me today in my account...in spite of COST and AMZN being red. I also racked up a big beat on the SP500 today by.....1.42%.

    AND....my year to date for my entire portfolio has now JUMPED to......+1..43%.

    TO INFINITY AND BEYOND.
     
  4. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
    AMAZING.....SPCX kills it (relatively) on their first earnings report.

    SpaceX revenue jumps 92% in first earnings report since IPO

    https://www.cnbc.com/2026/08/04/spacex-spcx-earnings-live-updates-q2-2026.html

    ....."SpaceX reported better-than-expected revenue for the second quarter in the company’s first earnings report since its record IPO in June.

    Here’s how the company did compared with analysts’ estimates, according to LSEG

    • Revenue: $7.81 billion vs. $6.93 billion expected
    • Loss per share: Loss of 9 cents. That’s not comparable to the average analyst estimate of a loss of 26 cents.
    Revenue jumped 92% from $4.1 billion a year earlier, SpaceX said in a statement on Tuesday.".....

    Of course they are still down by about 5%....after hours.
     
    #30544 WXYZ, Aug 4, 2026 at 4:18 PM
    Last edited: Aug 4, 2026 at 4:25 PM
  5. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
    SPCX.....a BEAT in every category:

    ....."Here’s how SpaceX performed in its three segments:

    • Space: $962 million vs. $835 million expected, according to StreetAccount
    • Connectivity: $4.29 billion vs. $3.83 billion expected, according to StreetAccount
    • AI: $2.56 billion vs. $2.18 billion expected, according to StreetAccount"......
     
  6. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
  7. rg7803

    rg7803 Well-Known Member

    Joined:
    Apr 3, 2016
    Messages:
    721
    Likes Received:
    603
    I did some time ago. I know Cy (bigbear) for ages. It will be a pitty if this site does not last. Sites like this aren´t popular anymore, what is sad.
    Well people change, tastes change and somehow is normal that people gain interest in new aproaches.
     
    Smokie and WXYZ like this.
  8. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    1,143
    Likes Received:
    1,021
    You are most certainly welcome.

    [​IMG]
     
  9. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,993
    Likes Received:
    3,181
    RTN, you've been handled. Now you are spending your life energy trying to be annoying. That is a purely negative pursuit. Perhaps you consider acting this way a win?

    Have you considered sharing some investing insights with the group? It might be interesting to read your investing ideas.

    What have you found that works? What have you found that doesn't work?

    If you're worried about me acting like a d-bag and criticizing everything you write, there is no need. My posting record for the last 9 years shows I'm way above this. I will appreciate and respect your ideas, just as I do everyone else's.

    I am not at war with you, despite you being at war with me. I'm trying to encourage you to participate in a civil discussion, even now when we stand on the ashes of a dead investing site.
     
  10. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    20,800
    Likes Received:
    6,510
    You can always post at BOTH sites RG. Like I am doing right now.....to see how it all shakes out.

    What I HATE about this site is that NO ONE can register as a user now for the past two years. SO we NEVER add any new blood.
     
    Smokie likes this.
  11. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    1,143
    Likes Received:
    1,021
    I've been "handled"? Why are you still bringing me up then? Sounds like you want to use me as a cautionary tale against... whatever silly narrative you still have in your head.

    Once again, you have shown no evidence of me being hostile toward you or getting mad at your declaration of NVDA being "washed up". On both counts, you just make a claim and repeat it against all evidence to the contrary.

    Thanks to NVDA, I am miles ahead of just going all into an index fund. As I have said before, if I feel like that momentum has worn off, I will happily adjust accordingly.

    I am going to continue to post the way I want. I will post whatever I feel like saying, and I will post whenever I make adjustments to my portfolio.

    I suggest you do the same and stop pretending I am out to get you. Your victim complex is sad and boring. Move on.
     
  12. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,993
    Likes Received:
    3,181
    As I go through life, I come across the odd person who is trying to win every conversation. These people seem to think alpha is the most important thing. You are such a person, RTN.

    Life doesn't need to be so contentious.

    Consider this: I'm going to drift away into the ether. The odds of me conversing with any of you in one year is near zero. You, on the other hand, appear to wish to remain in this group. Which one of us has more to lose from this exchange? The conduct you display here is going to go with you. My conduct will be completely forgotten within 30 days.

    I couldn't care less about my conduct or what anyone thinks of me. I could string together an abusive post with F-bombs and derogatory statements with absolutely no consequence. And yet, I do not. What's more, I sincerely wish you well in both investing and in life. I feel bad for you. There is a better way to conduct yourself.
     
    #30552 TomB16, Aug 4, 2026 at 5:34 PM
    Last edited: Aug 4, 2026 at 5:41 PM
  13. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,993
    Likes Received:
    3,181
    Investing. Intel.

    Intel posted a loss of @2.16 per share. More interesting, Yahoo Finance went out of their way to not post this number. They are trying to mis-represent Intel's position by only sharing the non-GAAP $0.42 loss, along with a whole bunch of obfuscation.

    Non-GAAP is just as incorrect as publishing EBITDA. "Look at how little we would loose if it wasn't for reality!"

    I understand why companies do it. Also, I understand why Yahoo does it. Oddly, I don't find the company's position evil. Yahoo, on the other hand,....

    Lip-Bu Tan continues to impress. I don't know if he can save the company but I would bet on him before just about anyone else.

    It's not yet time for me to jump into Intel but I continue to monitor. I really like this company. Not long ago, I actively disliked them. The wafer corrosion and ring bus scandals showed the lack of character at Intel. If they go bankrupt, that will be deserved but I hope they don't.
     
  14. Smokie

    Smokie Well-Known Member

    Joined:
    May 24, 2022
    Messages:
    2,485
    Likes Received:
    1,944
    LOL. Working both sites like a madman is WXYZ!! His laptop is probably smoking....impressive though.:D

    Just some additional. I have posted a bit over at the other place for a couple of weeks. It did take a bit to get familiar with, but I seem to navigate it fairly easily now. Mostly, in the long term thread, so I just keep it near the bottom and post away without much issue.

    Just offering that from user experience (LOL) it has came much easier for me this week to get around. Again, I'm not advocating for anyone to transfer or start a pee-pee match between sites.

    I think this morning did show us that defcon-1 can occur and if we want to stay connected have a plan. I was glad to have that opportunity for the group.

    I may do a bit of posting at both sites as well, but I don't want it to become a chore either. My main point would be so I can maintain some contact with all of us.:)
     
    roadtonowhere08 likes this.
  15. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    1,143
    Likes Received:
    1,021
    This is how you want to spend the twilight of your life? Fabricating narratives with strangers? No wonder you got unsubstantiated (probably made up) threats of violence in this other mysterious forum. You are full of shit, and someone got sick of hearing you.

    Your projections are embarrassing. This is my last post with you.
     
  16. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    1,143
    Likes Received:
    1,021
    Good to see your posts over there, Smokie. I'll probably go between both sites for now.
     
    Smokie likes this.
  17. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    1,143
    Likes Received:
    1,021
    I cannot help but see market manipulation written all over this topic. Insider knowledge, circus negotiations, peace breakthroughs, market explodes, peace deal falls through, market tanks...

    Rinse and repeat. The U.S. and Israel kicked the hornets nest willingly. This is the last chance Israel has to topple Iran before the world's disgust of it becomes unbearable. Israel will not win. Nobody likes Israel except for our own for sale government leaders. Iran will be a stronger regional power as a result. This has been a slow burn since 1953. The lid has been ripped off now. Anyone with a historical knowledge of the area has been saying this for decades.

    I know we all have different political views, so some of you will not agree with my thoughts, but I can assure you, this topic is not going away for years. Mark my words.
     
    #30557 roadtonowhere08, Aug 4, 2026 at 6:14 PM
    Last edited: Aug 4, 2026 at 6:23 PM

Share This Page