• There has been a recent cluster of spammers accessing BARFer accounts and posting spam. To safeguard your account, please consider changing your password. It would be even better to take the additional step of enabling 2 Factor Authentication (2FA) on your BARF account. Read more here.

2025 Investment Thread

Leaders in market cap, market share, earnings growth, share price growth, or.....? Lots of ways someone could choose. Some have more merit than others IMO, thus it's worth debating. One could pick Exxon for example, because of its huge market cap and market share. But their growth has lagged behind the overall market.
 
All great performers, with the exception of Chipotle this year.

But what data points or news coverage are you using to decide whether to hold, sell, or replace one of those companies with a new one? Take Chipotle for example, what makes you think they will turn around?
 
Last edited:
My unskilled brain says who knows but I like their burritos and I’ve been holding the stock for almost 20 years so not bothered if it trades flat for a year or two.
I could have sold in 2014 before it dropped 50% but I didn’t, and its rebounded 180% since then.

I basically buy and hold and don’t second guess what happens in between.
(TBH I actually do second guess but I don’t do anything about it).
 
You're braver than I am :laughing
Personally I'm not sure why Chipotle would keep growing, aren't they played-out already? Does anyone actually talk about them anymore? Maybe overseas they do, but here most people I know don't go there anymore. Their menu is so limited and stale (no fish wtf?), plus they jacked up their prices like 40-50% compared to before the pandemic.

If I wanted Mexican chain food I'd go Baja Fresh or High-Tech Burrito
 
Last edited:
Blankpage said:
I’ve been ahead of the game when it comes to boycotting the broadcasters. Bet I haven’t averaged a hour a week of tv over the past six months. It’s basically YouTube or nothing. Should probably just cancel my Netflix also.
Click to expand...
i don’t even have a tv. take that, broadcast nerds. :x
 
In light of Ellison's most recent douchebaggery, along with the fact that I despise the asshole, I have changed my mind on incrementally selling Apple to help support my retirement bliss.

My wife worked for Sun Microsystems for many years, and moved to Oracle when Oracle bought Sun. Her time at Sun Microsystems was the most enjoyable in her career; she started as an admin and ended as a Director in charge of a global law group. I still tease her that she must have slept her way to the top..... :)

She hated Oracle from day one, and although her time at Apple was fine in the first half of her 14 months or so, she hated the remainder of her time there. Fuckit, I am going to start drawing down Oracle instead. Fuck'em.
 
Saw this on another board;

How do you strategically invest when the US government is buying equity in companies?​

10 companies are 70% of the gains in the market. The US government is either taking positions of ownership in these companies or forcing trade deals where the US government infringes on the profit of those deals with different countries.
 
Reli said:
Got smoked today, except for my metals and bonds
Click to expand...
We all did.

abcnews.go.com

Trump announces new 100% tariff on Chinese imports, after stock market sell-off

China imposed limits on rare earth minerals a day earlier.
abcnews.go.com abcnews.go.com

President Donald Trump announced Friday he would implement 100% tariffs on China starting next month after earlier threatening to cancel his upcoming meeting with Chinese President Xi Jinping.

In a social media post, Trump said the new tariffs would take effect Nov. 1.

Trump said the move comes in response to China’s "extraordinarily aggressive position on trade" related to export controls.

"It has just been learned that China has taken an extraordinarily aggressive position on Trade in sending an extremely hostile letter to the World, stating that they were going to, effective November 1st, 2025, impose large scale Export Controls on virtually every product they make, and some not even made by them," Trump said.

In addition to the tariffs, Trump added that the U.S. would impose "Export Controls on any and all critical software."

The social media post came after Trump threatened tariffs earlier in the day, triggering a stock selloff. The Dow Jones Industrial Average tumbled 385 points, or 0.8%. While the S&P 500 fell 1.25% and the tech-heavy Nasdaq dropped 1.75%.
Click to expand...
 
Probably a good opportunity to watch what folks in Washington start buying during this dip. I'm certain it's a matter of time before this gets walked back.
 
My only positives were gold, silver and Coke. Coca Cola that is. 💄🐖
 
N4teTheGreat said:
Probably a good opportunity to watch what folks in Washington start buying during this dip. I'm certain it's a matter of time before this gets walked back.
Click to expand...
Be even more interesting to see who within the executive branch (or their buddies) made major moves before this went public.
 
Lol taco can't win this, lotta articles were written in the past few months on EXACTLY this, he forgot his new nickname taco, chickening out always against China and tarriffs

It's because China controls the rear earth mineral export that is needed to make semi chippies

They just flexed and show their hand, by increasing exports on these rare earths, trump is literally trying to bluff by saying it's 100% for everything from china and I am also cancelling out the meeting with China President

All shock and awe

He did this previous tenure, only getting worst this time, aka we are 10+? Days in gov shutdown with no real movement to get it going again
 
  • Like
Reactions: GAJ
Pessimism hasn't won the day since 2008 and we've had plenty of reasons to shed some weight.
 
TSMC went on the record saying the announced rare earth restrictions will not hurt their production. And Donny just tweeted an "Don't worry about this noise, I love Xi, he was just being a bit of an impetulent child".

So, look for a major bullish reversal Monday AM (I will be up at market opening to assess whether/when to buy a lot.) Logic would suggest a long on semis like NVDA/TSM and a short on TSLA, but TSLA will probably rally anyway in sympathy.
 
Stock market went up on Monday cuz Taco tweeted everything will be all right with China on sunday

Guess what China retaliated again and our market crashing again.

Taco needs to understand China controls rare earth minerals and they got the upper hand with leverage right now
 
You must log in or register to reply here.
Back
Top