Aria Radnia
@QualityInvest5
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Walking @fiscal_ai billboard. I’m a high performance athlete.
TORONTO 📌
Joined December 2016
Portfolio Update Oct 15, 2025 Alright, this should be fun. So first of all, as I've discussed for a few months now, I finally cut $HIMS, which was always a spec position and I never intended to hold onto it long term. I think I bought it halfway through May so roughly 5 months
Portfolio Update Sept 18, 2025 Bought a starter 2% position in $ADBE and I'm hoping to make it >10% position in the future (I have zero cash atm). $ASML, with its meteoric rise today, overtook $UBER as my 3rd biggest position
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$CRM should comfortably be worth $320 per share or thereabouts Now that it’s guiding for multi-year double digit rev growth. 25x FCF = $320 stock price, ISN’T unreasonable Perhaps even a more aggressive 30x multiple depending on how those buybacks go… margin expansion?
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At this rate $ORCL is either gonna turn out like $NVDA or Enron No in-between
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Oh boy that’s ugly, maybe i gotta redirect my $PYPL criticism elsewhere 😬 $XYZ
Do people still use Cash App? I last used it for Drake concert tickets and for my taxes. Seems pretty stagnant. Apple Cash > CashApp Chart by @fiscal_ai
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Surely over time a greater % of people in foreign countries invest in their local public markets and all countries look more similar to the US… right? Within a generation or so i think👌
Composition of household total assets, per Goldman Sachs, $GS:
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AI disrupting $CSU.TO might singlehandedly be the stupidest narrative I’ve ever heard in all my time investing
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No BS, no nonsense, I think $FI has 2x potential over the next 3 years with conservative assumptions and a modest re-rating. Projections (next 3 years): – 8.5% revenue growth (below guidance of 10%) – 25% FCF margins (no improvement) – 7% buyback yield (they’re currently at
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My big issue with investing in commodities like Gold and Silver is that I can never CONFIDENTLY tell you when it’s a good time to buy or sell. Their prices are driven purely by hype and shifting supply/demand dynamics in the market, not fundamentals. Now take $GOOGL for
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Took me a week, but I FINALLY found it $IBKR Gross margins vs. Operating margins
Is there any other company in the world with as narrow of a gap between gross margin and operating margin? Gross Margin: 59% Operating Margin: 49% $TSM
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Side note: Unlike $PYPL, $UBER has REAL surface area even with such puny ads like the ones displayed in the rides app At least it's some place where you can put an ad that makes sense. Eg "buy a Starbucks coffee on your way to work" and that's clear ROI for $SBUX
I'm still more bullish on the Eats ads. This is cool too. They should create ads like "Stop by for a coffee," where Starbucks can pay for an ad in the Uber app that directs your drive to a Starbucks on the way to pick up a coffee. Obviously, everybody should be appropriately
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I'm still more bullish on the Eats ads. This is cool too. They should create ads like "Stop by for a coffee," where Starbucks can pay for an ad in the Uber app that directs your drive to a Starbucks on the way to pick up a coffee. Obviously, everybody should be appropriately
$NVDA advertising in the $UBER app. I don't own enough $UBER.
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I have a hunch my psychological long at $235 is going to shape up nicely 😉 $CRM
$CRM will almost CERTAINLY outperform at these prices - 18x P/FCF - Low to mid teens FCF per share growth - A stupidly wide moat driven primarily from switching costs, and being the industry standard I'm psychologically long at $235 😅
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It’s like they’re speed-running the Guinness World Record for “Most Acronyms Per Square Inch” Show this to a non-investor and they’ll think it's some next-level engineering lingo, nope, just software bro 😂 $CRM
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$ASML goes up more on $TSM ‘s earnings than its own earnings Lol
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It’s like they’re speed-running the Guinness World Record for “Most Acronyms Per Square Inch” Show this to a non-investor and they’ll think it's some next-level engineering lingo, nope, just software bro 😂 $CRM
NGL, this is super impressive for a company of their size if they can achieve it. If they’re guiding for 10%+ organic growth now, 16x FCF isn’t just undervalued, it’s CRAZY cheap $CRM
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How does one short gold? Wtf is this nonsense, seriously 🤦♂️
Gold reaches most overbought level in history after hitting 92.2 on the monthly RSI 🚨🚨
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NGL, this is super impressive for a company of their size if they can achieve it. If they’re guiding for 10%+ organic growth now, 16x FCF isn’t just undervalued, it’s CRAZY cheap $CRM
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