A.J. Button
@AJButton2
Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://seekingalpha.com/author/a-j-button
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Met a Sleep Country Canada employee this evening. Asked him how he felt about Fairfax acquiring them. His response: “Prem Watsa is an incredible guy. No layoffs or politics. They completely trust us. I’ve since bought many Fairfax shares.” That Fairfax magic in action! $FFH
Bangkok: New York City tier attractions with Gary Indiana tier costs. A cheat code for life.
If you’re young and make money independently, move to Bangkok. You’ll live in a vibrant megacity while lowering your cost of living and 10x’ing your social life.
Your post is good except you don't have to pay any tax on money you bring into the country. They wanted to start that last year but it's now on the back burner. As a digital nomad I understand you are taxed a low rate but the actual tax system here top rate is 35% on THB5m.
Right now I'm in Bangkok Thailand, a city in Southeast Asia (SEA). I moved here with an aim to live cheaply while building financial content empire. If you aren't aware: many online workers and retirees come to SEA to save money while living well. They do this by renting and…
Dividends also smooth out return volatility compared to capital gains. There are studies on this, too lazy to link them but they're out there.
Let’s not forget that after a certain amount is invested, you can live entirely from dividends. The best way to be independent.
I'd argue that dividends are very much relevant, because you as an investor have emotions, and you can't get rid of your emotions, and the dividend makes the stock "feel" more real, which encourages you to hold long term.
Michael Burry's latest portfolio is one SPICY meatball 🍝🍝🍝
This is wild 👀 Michael Burry just revealed massive bearish bets in his latest 13F filing Scion Asset Management’s Portfolio: • 66% is in Palantir $PLTR puts • 13.5% is in Nvidia $NVDA puts That’s a bold move against the biggest names in AI, let the games begin!
Now I understand why you've followed me all these years 😘
I’m skeptical of people who only reveal and tweet about what they invested in after it pumped, and never before.
Buffett is early, just as he was prior to the Dot Com bust. He was universally ridiculed for missing out on a market that was "different this time" because of the advent of the internet. Parallels between the mania of today and mania back then are uncanny.
It's genius how Warren Buffett timed his retirement. Gets to watch the buy high/sell low crew say "he's lost his touch" then go broke ONE LAST TIME!
We have officially entered the "Buffett has lost his touch" phase of the cycle 🚩🚩🚩
Buffet knows nothing. He sold Apple way too early and the mist at least $50 billion in profits. "Far More Money Has Been Lost By Investors Preparing For Corrections, Than Has Been Lost In Corrections Themselves" - Peter Lynch. Buffet is one such example.
🚨 AMAZON TO SUPPLY OPENAI WITH HUNDREDS OF THOUSANDS OF NVIDIA GPUS $NVDA
Yep. Google is FULL STACK. Only other company with a similar setup is Alibaba. $BABA
“NVIDIA’s biggest competitor is Google….I think you could argue they are the leading AI company” @GavinSBaker
Everyone should watch @MKBHD's video about the 1X robot. Whole product is basically complete bullshit, can't do anything, yet they're selling it to people on the basis of "it will be able to do stuff in the future, PROMISE!" Actual, literal snake oil.
They’re not even going to sell you the AI. They’re going to try to make you rent it. For the rest of your life. You’re already doing it with the ChatGPT and Grok and Gemini subscriptions. This con has to be turned around. We have to start owning our lives again instead of…
Gemini is such a better value prop than ChatGPT Plus it's almost unbelievable.
Google's transition from Bard to Gemini in just one year is unbelievable gemini now has 650m monthly active users, and chatGPT has around 800m with Gemini 3, it could rival chatGPT if done right. google controls the internet gateway through android and the play store OpenAI…
You love to see it!
All the China Hawks are absolutely shocked at what’s happened the past week in US China relations👇 Trump was so happy to meet with Xi, literally declared the end of the unipolar world by stating it was a “G2 Meeting” which means Trump now believes China is on the same level of…
Word on the street is that $NVDA's moat comes from its CUDA software platform and network effects moreso than the physical GPUs.
I just read a book on semiconductors on a 15 hour flight and I'm now even more confused as to why $nvda has a $5t valuation. It seems like they are extremely vulnerable to competition as they own none of the critical tech like lithography or fabrication. What's the moat?
Following much anticipation, the new Google Finance is LIVE!
THIS KIND OF POST IS WHY I FOLLOW @BrianTycangco
I don’t think it helps to castigate Trump for the outcome of today’s meeting. There were wins on both sides. US addressed issues of farmers, fentanyl, and free flowing rare earths. China addressed layered tariffs. What’s important is the fact both finally met face to face to help…
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