Bull Stocks

Retail investor who is a professional follower of business news.

[Liz Ann Sonders @LizAnnSonders]

U.S. isn’t alone in facing sizable interest burden; across @OECD, share of government spending absorbed by interest varies dramatically, showing how differently debt and borrowing costs are affecting national budgets; using latest available OECD data, this @VisualCap graphic compares cost of servicing government debt across countries; dollar figures are adjusted for differences in purchasing power, using figures for 2025 or latest year available

[Lima @limalemonnn]

this is insane. i genuinely don't understand why ambitious people aren't shown this lecture before their careers start consuming their entire lives.

clayton christensen spent his career studying why successful companies collapse. in his final class, he asked students to apply the theory to themselves: if you keep allocating your time the same way, what life are you actually building?

he had already seen the answer in his own harvard mba class. everyone looked successful at the fifth reunion; by the 10th, 15th, 20th, and 25th, many were unhappy, divorced, and living far from their children.

work shows you the score immediately. close a sale, ship a product, finish a presentation, earn a promotion, get paid.

an hour with your child may produce nothing you can measure today; it may take 20 years to understand what that hour built. so the next free hour goes back to work, one rational decision at a time.

this is how people build lives they never planned: through hundreds of right decisions that lead in the wrong direction, day after day.

money, titles, and headcount are easy to count. christensen believed a life should be measured by the people who became better because you were there.

he died in 2020.

one question remains: if someone saw only where your time, energy, and attention went this year, what would they think actually mattered to you?

the full 19-minute lecture is in the video below.

[Bull Stocks @StocksBull]

Went with Growth Equity and Emerging Market in a box for the #BelmontStakes2026
Plus each to win.
Go #GrowthEquity #EmergingMarket

[The Shift Journal @TheShiftJournal]

In 1999, Warren Buffett gave a 1-hour masterclass explaining why most people never build wealth.

[Liz Ann Sonders @LizAnnSonders]

These are not small numbers

[Mario Zelaya @mario4thenorth]

Ronald Reagan perfectly sums up tariffs.

The logic is sound.

[Dividendology @dividendology]

Barrons just released their top 10 stocks for 2025.

Their 2024 list underperformed the market.

What do you think of their 2025 list?

[Jon Erlichman @JonErlichman]

Steve Jobs sent himself this email in 2010.

[Glen Korstrom @GlenKorstrom]

Despite today's volatility, stock markets are having banner year:
-S&P500 set to enjoy first back-to-back years with returns above 20% since 1990s;
-If TSX gets back to where it was two weeks ago, it'd be best year since 2009.
Can bull run continue?
https://t.co/ewIKhO2r6X

[Bull Stocks @StocksBull]

@QCompounding In how many of the past 15 years has value outperformed growth? Two? It was a 10-year streak for growth outperformance pre-pandemic.

[Baptiste @BaptisteVicini]

In 2014, Elon "gave away" Tesla's secrets to BWM.

Everyone thought he was crazy.

But this "act of charity" was actually the most ruthless business move in corporate history.

Here's why BMW never saw it coming: 🧵

[Jon Erlichman @JonErlichman]

“Use the difficulty.”

~ Michael Caine

[Mario Gabelli @MarioGabelli]

U.S. Earnings Expected: Wednesday, August 7

[The Money Cruncher, CPA @money_cruncher]

I reviewed Kamala Harris’s tax returns from 2004 to 2023.

929 pages.

Here is all you need to know:

[Bull Stocks @StocksBull]

@ErnestWongBWM In other words, you own Alphabet

[Bull Stocks @StocksBull]

“I think AI will ultimately prove to be as strong as the invention of the wheel” — Art Cashin, December 13, 2023
#AI #investing #technology

[Bull Stocks @StocksBull]

@ericnuttall That’s a come-down from your ad nauseam refrain of pricing everything at $100 oil. $80+ sometime in 2024?

[Dominic Chu @TheDomino]

Meta Platforms $META
Stock performance, post earnings...last 8 quarters

7/2023 +4.4%
4/2023 +13.9%
2/2023 +23.3%
10/2022 -24.6%
7/2022 -5.2%
4/2022 +17.6%
2/2022 -26.4%
10/2021 -3.9%

Avg +/- 14.9%

Options currently implying +/- 8.4% move this time around

@cnbc @CharlesSchwab

[Bull Stocks @StocksBull]

Great thread on EBITDA
#investing

[Brian Feroldi @BrianFeroldi]

What is EBITDA?

Why is it important?

Here's everything you need to know about this confusing accounting word:

[Bob Pisani @BobPisani]

"As goes January, so goes the year”. January barometer is tendency for January to forecast performance for rest of the year. S&P 500 up 6.2% in Jan, first up Jan. since 2019. Up 6% or more in January fairly rare, only two other times since 1990: 2019 up 7.9%, 1997 up 6.1%.
@CNBC