losing money capital
@onion61314
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Just a pleb. $igic $acic $bur $glng $srbk $vbnk $lyg $cnc $unh $aii $asic $aiv
Joined July 2023
Oh wow,what does $AIG has anything to do with my little small cap insurance companies like $acic & $asic?
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How's $5.75 distribution possible unless they're forced to sell? $aiv
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Just replace 25% of my portfolio from $boxx to $aiv and think what I'm missing . What could go wrong?
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$nomd I think it's cheap enough to compensate the downside. Anyone ?
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" I ran $15 billion at Fidelity Magellan and the single biggest lesson I can give you is this: the price you pay is the only thing that determines whether you make money or lose money over time. Everything else is noise. I have seen people buy the greatest companies in the
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We're close to lockup expiration and it's interesting to see how Zimmer will dump their shares or not. $asic
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$asic still cheap as fk but I don't understand why Zimmer grabs that many shares (80%) instead of going private.
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I’m not a conspiracy theorist but I feel like if they are destroying economic data and then immediately rolling back tariffs, floating stimulus checks and proposing 50-year mortgages, the economic signals they are destroying must not be pretty
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Once again $ASIC mgmt said they don't see soft mkt and they are increasing the price so they have different forward looking from big P&C insurance company like $cb. This makes me wonder if they're good at providing good product or just taking whatever they can with shitty price.
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$aii Kinda worrisome they expand too fast to manage the reserves.
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$aii Haven't checked the earnings but is it really that bad?
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Could anyone convince me to believe $amrz is a bargain deal at this price?
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Add $MCD to the list: +2.4% SSS McDonald's CEO confirms the bifurcation is real: "QSR traffic from lower-income consumers declining nearly double digits in Q3... trend that's persisted for nearly two years. In contrast, QSR traffic growth among higher-income consumers remains
Q3 2025 Restaurant Same-Store Sales $FWRG First Watch: +7.1% $YUM Taco Bell: +7.0% $QSR BK International: +6.5% $DENN Keke's: +5.2% $DPZ Domino's US: +5.2% $YUM KFC: +3.0% $QSR Tim Hortons: +2.6% $CAVA: +1.9% $DPZ Domino's Intl: +1.7% $YUMC Yum China: +1.0% $CMG Chipotle: +0.3%
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Nobody believes in what $bur mgmt said, except me so I guess that's why I underperformed.
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