Jonathan PolandHow to Invest with Finite CapitalLet’s say you were gifted $100,000 and instead of just plugging it into a boring index fund (SPY or QQQ) that will most likely turn that…Sep 23Sep 23
Jonathan PolandStats that are hard to digest.63 million 1+ million $2.5 billion $2.0 billion 30–40% 18%Aug 28Aug 28
Jonathan PolandAMCX > $2BAMC Networks has an incredible catalog of content. It also has $800 million in cash and $1.5 billion in net debt with a market cap…Aug 13Aug 13
Jonathan PolandBA > $103BBoeing has fucked up a lot in recent years. Plane crashes. Astronauts stranded. It also faces stiff competition now from SpaceX. Yet, it…Aug 11Aug 11
Jonathan PolandQXO > $4.5 BillionYes, if you didn’t read the documents from Brad Jacobs’ private equity firm JPE then you might have bought QXO at much higher prices.Aug 10Aug 10
Jonathan PolandHow much longer?It’s nearly impossible to avoid a recession (or worse) at this point. On a macro level, the Shiller price to earnings multiple for the S&P…Aug 9Aug 9
Jonathan PolandBuy GoldThe price of gold hasn’t caught up to the rates of inflation we’re seeing. The last time there was a real financial crisis was 2008…Oct 6, 2023Oct 6, 2023
Jonathan PolandGet Into CashI have no idea when the bubble bursts but if you are paying attention to anything guru investors are saying, especially those that go on…Sep 26, 2023Sep 26, 2023
Jonathan PolandPigs Get Slaughtered?This kind of bullsh*t is why I named my first newsletter pigsgetrich and why I still have the domain wallstpig.com which may come back this…Jun 9, 2023Jun 9, 2023
Jonathan PolandThoughts on Short Term PerformanceWhen an investment is up 260% in less than two month like Carvana has been, that’s nothing more than an indication the market gross…Feb 2, 2023Feb 2, 2023