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The Foxhole

·about 1 month agoAn S&P 500 fund looks like extreme diversification. What if it actually behaves like only 48 holdings?

This is clear reason why you should not hold both S&P500 and Nasdaq 100 ETFs

Company update·about 2 months agoAlphabet Faces Sweeping Lawsuit Alleging Social Platforms Harmed Minors and Concealed Evidence

Even though we all know about the addictive nature of these apps, the deeper psychological impact is completely underestimated. I will keep growing my Google position.

The Foxhole

·2 months agoChina-US tensions have long affected US investors' outlook on Chinese stocks. But as the AI infrastructure boom grows, could it be time to get exposure outside of the US?

I have lived and worked in China since 2013 and have never seen or heard of slave labour or religion being oppressed while traveling to widely from East, North and Southern provinces. I have not been to Xinjiang or Tibet but I know Chinese people including Uyghurs from this areas and they never me about problems when asked about their treatment as a minority group. And I grew up mixed race in Apartheid South Africa.

GOOG·about 1 year agoAlphabet: The Under-appreciated Compounder Hiding in Plain Sight

This is a very good analysis of Alphabet. I am invested in Apple and maybe should consider adding Alphabet for growth over the next 10 years.

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