Main Menu
collapse

Resources

Recent Posts

Big East 2024 -25 Results by 1SE
[Today at 05:36:27 AM]


2024-25 NCAA Basketball Thread by MU Fan in Connecticut
[Today at 05:04:09 AM]


MU culture by The Sultan
[Today at 04:33:10 AM]


Crean and Fanta on the Call Tonight by warriorchick
[February 12, 2025, 10:44:51 PM]


Marquette/Indiana Finalizing Agreement by Galway Eagle
[February 12, 2025, 09:51:06 PM]


Vote For Kam Starting Today by MarquetteMike1977
[February 12, 2025, 08:25:35 PM]


Will We Shorten the Bench by NCMUFan
[February 12, 2025, 08:21:24 PM]

Please Register - It's FREE!

The absolute only thing required for this FREE registration is a valid e-mail address. We keep all your information confidential and will NEVER give or sell it to anyone else.
Login to get rid of this box (and ads) , or signup NOW!


Uncle Rico

Quote from: rocky_warrior on February 02, 2025, 07:54:59 PMMaybe my assume irony filter is broke.  Do you have actual Indian investments to recommend?

Edit: GLIN if you're into ETFs

It's an emerging market.  For technology, it has a lot of promise.  With our move towards isolationism and trade wars, places like India will be attractive alternatives, albeit with a lot of internal issues with poverty and environmental concerns.

Support Lutheran Family Services

TallTitan34

Today will be interesting.

rocky_warrior

Quote from: Uncle Rico on February 03, 2025, 07:09:19 AMIt's an emerging market.  For technology, it has a lot of promise.  With our move towards isolationism and trade wars, places like India will be attractive alternatives, albeit with a lot of internal issues with poverty and environmental concerns.

For sure.  I probably won't act on my own hunch, but it's been a long time since I thought any emerging market investment might be a good idea.

Uncle Rico

Quote from: rocky_warrior on February 03, 2025, 09:08:29 AMFor sure.  I probably won't act on my own hunch, but it's been a long time since I thought any emerging market investment might be a good idea.

It's really a long-term strategy.  I was/am in on emerging technology, not sure where I'm at now.  Probably moving to risk averse areas for the foreseeable future
Support Lutheran Family Services

MuggsyB

#4504
The tarrifs make very little sense to me. 

Apparently 10K Mex troops are coming to the border to stop Fetynal but I think it's a lot more complicated than that. 

Jockey

Quote from: MuggsyB on February 03, 2025, 10:47:23 AMThe tarrifs make very little sense to me. 

Apparently 10K Mex troops are coming to the border to stop Fetynal but I think it's a lot more complicated than that. 

Yet, you voted for tarrifs. So you didn't feel all that bad.

jesmu84

Quote from: MuggsyB on February 03, 2025, 10:47:23 AMThe tarrifs make very little sense to me. 

Apparently 10K Mex troops are coming to the border to stop Fetynal but I think it's a lot more complicated than that. 

You should research how/where the far majority of fentanyl enters the US

tower912

Quote from: MuggsyB on February 03, 2025, 10:47:23 AMThe tarrifs make very little sense to me. 

Apparently 10K Mex troops are coming to the border to stop Fetynal but I think it's a lot more complicated than that. 
They are a tool, Muggsy.  A negotiating tactic that is part of a 5 point plan.  They won't be long lasting.
Luke 6:45   ...A good man produces goodness from the good in his heart; an evil man produces evil out of his store of evil.   Each man speaks from his heart's abundance...

It is better to be fearless and cheerful than cheerless and fearful.

MU82

None of this affects how I invest at all.
"It's not how white men fight." - Tucker Carlson

"Guard against the impostures of pretended patriotism." - George Washington

"In a time of deceit, telling the truth is a revolutionary act." - George Orwell

MuggsyB

Quote from: tower912 on February 03, 2025, 11:17:01 AMThey are a tool, Muggsy.  A negotiating tactic that is part of a 5 point plan.  They won't be long lasting.

Trump is not privy to my 5pp.

Skatastrophy


Shaka Shart

Whip em out boys (the portfolios)
" Ya gotta take the Scout board with a grain of salt. They fly off the handle too much. Besides you won't get banned over here for sayin', Crean farts in the bathtub." - 4everwarriors

Re: Who's Buzz in Memphis for?

February 17th, 2012

rocky_warrior

Quote from: MU82 on February 03, 2025, 12:29:19 PMNone of this affects how I invest at all.

Agreed. Rarely I look for short term gains.  Annually I look for a flyer that might get me outsized gains over the long term. But most of my funds are in S&P and/or large caps with good dividends (VYM). I park "funny money" in junk bonds (SJNK) that pay about 7% annually.

I've played with international funds in the past, they've underperformed.

MU82

GOOGL had a pretty darn good earnings report after close yesterday, and Morningstar raised its fair value for the stock from $220 to $237. But shares are down 9% this morning to around $189 (as I write this) because the report wasn't perfect.

I bought a little more, adding to the GOOGL stake that I expect to own for years and years.

That's pretty typical of how I invest, but every person has to do his or her own thing and invest to his or her own strengths, comfort levels, risk tolerances, etc.
"It's not how white men fight." - Tucker Carlson

"Guard against the impostures of pretended patriotism." - George Washington

"In a time of deceit, telling the truth is a revolutionary act." - George Orwell

Hards Alumni

Quote from: TallTitan34 on February 03, 2025, 08:33:17 AMToday will be interesting.

Repost this every day for the next four years

TSmith34, Inc.

Quote from: Hards Alumni on February 05, 2025, 01:13:32 PMRepost this every day for the next four years

The "may you live in interesting times" Chinese curse in full effect.
If you think for one second that I am comparing the USA to China you have bumped your hard.

JWags85

Quote from: Uncle Rico on February 03, 2025, 07:09:19 AMIt's an emerging market.  For technology, it has a lot of promise.  With our move towards isolationism and trade wars, places like India will be attractive alternatives, albeit with a lot of internal issues with poverty and environmental concerns.

As someone who has a ton of direct hands-on experience in Indian business and dealings, its one of the most challenging, and potentially headache inducing, of the emerging markets to invest in.

Despite being one of the largest countries in the world and constantly being touted as the next big thing, name one Indian brand/company that has succeeded globally, other than Infosys.  I'll wait...  The only one is maybe Tata, and thats largely cause they've purchased other legacy brands, especially in automotive.

There is an Indian way of working and doing business that is just so at odds with how the rest of the world, much less the West, does business that it just runs into issues as it attempts to expand beyond the country itself.  Its a big enough country that there is plenty of market internally, but the tech space is getting so insanely competitive and cutthroat there with people throwing money at recent IIT grads that picking winners is a crapshoot.  Also, I have a tough time investing anywhere that has shown that the government/courts will do absolutely nothing to protect IP.

China circumvented some of the same issues that India has by important foreign talent for a long time and then sending their best and brightest to US schools and bringing them back.  India never did the former, and the latter doesn't work because most of those kids aren't returning unless its the family business.  And even still, the most difficult Chinese business customs and idiosyncrasies pale in comparison to day by day stuff in Indian management suites.

I have a friend in PE who is doing work in the Indian market, tech and consulting spaces, and basically their whole approach is seeing if the companies with a good business base can adopt some more global methodologies and approaches, and if not, they bail pretty quickly.

Shaka Shart

Quote from: MU82 on February 05, 2025, 09:49:29 AMGOOGL had a pretty darn good earnings report after close yesterday, and Morningstar raised its fair value for the stock from $220 to $237. But shares are down 9% this morning to around $189 (as I write this) because the report wasn't perfect.

I bought a little more, adding to the GOOGL stake that I expect to own for years and years.

That's pretty typical of how I invest, but every person has to do his or her own thing and invest to his or her own strengths, comfort levels, risk tolerances, etc.

Growth in every BU but do not disclose AI revenue despite $75b capex in it. That would be my guess as to the price hit.
" Ya gotta take the Scout board with a grain of salt. They fly off the handle too much. Besides you won't get banned over here for sayin', Crean farts in the bathtub." - 4everwarriors

Re: Who's Buzz in Memphis for?

February 17th, 2012

Skatastrophy

Quote from: Shaka Shart on February 05, 2025, 05:44:46 PMGrowth in every BU but do not disclose AI revenue despite $75b capex in it. That would be my guess as to the price hit.
Google doesn't monetize things right away. They grow the audience globally first, and then serve adverts up they asses

Shaka Shart

Quote from: Skatastrophy on February 05, 2025, 06:01:42 PMGoogle doesn't monetize things right away. They grow the audience globally first, and then serve adverts up they asses


Sure but they also don't have a monetization LRP, or seemingly an idea of what that even looks like despite astronomical spend. Is my point behind it. Markets dislike uncertainty as we know
" Ya gotta take the Scout board with a grain of salt. They fly off the handle too much. Besides you won't get banned over here for sayin', Crean farts in the bathtub." - 4everwarriors

Re: Who's Buzz in Memphis for?

February 17th, 2012

jesmu84

Inflation up? 10 year Treasury up?

Bad signs?

Uncle Rico

Quote from: jesmu84 on February 12, 2025, 05:25:23 PMInflation up? 10 year Treasury up?

Bad signs?

Egg prices higher than ever.  Sad!
Support Lutheran Family Services

tower912

Maybe they should sell ad space on eggs.
Luke 6:45   ...A good man produces goodness from the good in his heart; an evil man produces evil out of his store of evil.   Each man speaks from his heart's abundance...

It is better to be fearless and cheerful than cheerless and fearful.

rocky_warrior

Quote from: tower912 on February 12, 2025, 06:01:22 PMMaybe they should sell ad space on eggs.

Eggs, sponsored by

Previous topic - Next topic