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Share thoughts about high level market trends. Discuss books, articles, suggest forum improvements, or anything else.

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What is going on?

jrai jrai · Posted 06/08/2020

Seriously, what is going on? Davey Day Trader and the Robinhooders seem to be doing pretty well wit…

Watchlist amidst sell-off

Default User Profile Image jlm278 · Posted 03/23/2020

Following sell-off wanted to share a list of the very high quality names I'm watching amidst downtu…

Business Strategy Analysis - A Fresh Take

Default User Profile Image ryan · Posted 06/27/2020

A quick recap of a recent conversation on Telegram that revolves around identifying high quality co…

Topics

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2075
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#frameworks #strategy #value traps #competitive advantage

Last reply by jlm278 | 06/28/2020
1034
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#Bubble #CLO #Market #Path

Last reply by ryan | 06/19/2020

jrai jrai · Posted 06/08/2020

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#Exuberance #Fed #Markets

Last reply by jrai | 06/11/2020
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#Fed #allocation #capital

Last reply by jrai | 05/19/2020

Default User Profile Image jlm278 · Posted 03/23/2020

2487
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#ADBE #CPRT #CSCO #DIS #FB #GOOGL #INTU #MA #MSFT #NKE #NXPI #ODFL #TXN #Watchlist

Last reply by jrai | 05/18/2020

Default User Profile Image ryan · Posted 05/17/2020

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#firstmover #stocks #technology

Last reply by ryan | 05/17/2020