Overview

Monday Dayton

@mondaydayton

84 Followers

1 Following

Experienced investor focusing on value investing.

Joined Apr 2023

Posts

Monday Dayton

@mondaydayton

10M

The story that got me into investing and changed my life.

Friends, it's the end of 2023 and I think we're all enjoying a moment of peace and quiet. We don't interfere too much with the portfolio and will be watching closely to see what the next year brings. 😊 Because this site and community is growing beautifully. I appreciate being one of those who create posts for you and I...
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Bill Combs

@billcombs 10M

Wow, it's incredible and a great respect. Lukas, this story is fascinating and inspiring. The way you were able to start off 30 years old with that bare ass is not something just anyone can do, and almost everyone in that situation and age would have continued living the same life and not made any changes. It's also great that even beyond that you've met the goals you set for yourself. It's all about the barrel and the mindset and for me the mindset is terribly important and maybe the most important thing. Fingers crossed and I look forward to next year's story, as you'll be back at it again with that attitude and mindset.

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Monday Dayton

@mondaydayton

10M

Nike lowers forecasts. Shares fall significantly today before the market opens.

I don't need to introduce Nike $NKE, maybe all of us have something from them at home. They didn't please their shareholders much today and are writing off as much as 12% before the market opens.

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Daniela Duong

@danieladuong 10M

Thanks for the info, I subscribe a lot. It seems to me that they've always had a lot of marketing mastered, and it kind of seems to me that they're leading the way in innovation.

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Monday Dayton

@mondaydayton

11M

Hot "dbr" news from the media industry. 😊

Warner Bros. Discovery and Paramount Global are in early merger talks! For now, both companies have declined to comment more on this, so please don't take this as a done deal. This information is from a source at CNBC.

The CEO of Warner Bros. Discovery $WBD David Zaslav and Paramount $PARA CEO Bob Bakish met Tuesday to discuss the...
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Monday Dayton

@mondaydayton

11M

BlackRock and its actions ... $BLK

Friends, let's have a little opinion on this company. We all probably know it, it's a giant amongst its own, and while we are mainly and only a stock portal, as an investor in this company, future moves to connect with the crypto world and ETF plans can and in my opinion will have a big impact on it.

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Yorick Ericson

@yorickericson 11M

BLK alone does not/will not have a big impact on BTC, along with it there are about 10 other funds interested in spot ETFs. They have a strong brand, but any reasonable person will go by TER, because there will be no other differences. Custody will be provided to them all by Coinbase, and the type of redemption given suggests to me that they want to withdraw as much "physical BTC" as possible from retail to limit its real use as money.

We have had futures for some time, even with pakha, so we only have a ring to create more derivatives to "artificially" inflate the limited amount of BTC issued into circulation.

Soon we may see an attempt to ban "unhosted crypto wallets" and, if it comes to it, excessive taxation, taxes on unrealized profits and similar monkeys.

These funds may help BTC to increase its legitimacy, but I think we could do without them, and in the end they may even damage the sector.

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Monday Dayton

@mondaydayton

11M

Business Challenges in the U.S. Congress: Conversations, Deferred Proposals, and Hopes for 2024

We are slowly winding down the year and similar themes will now emerge with summaries of what was accomplished, not accomplished, and so on. Almost all of us here are invested in the US so let's take a look at what it looks like there.

Monday Dayton

@mondaydayton

11M

How long will the positive mood in the markets be due to the Fed's announcement?

Friends, today in this short thread I want to invite you to discuss how you feel about the last few days in the markets? 😊 I guess we don't need to discuss yesterday's Powell speech any further. In which key points were made, such as that there are no more interest rate hikes in the pipeline and...
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Daniela Duong

@danieladuong 11M

Most of the time it was a departure, accompanied by a slump, I honestly don't understand this at all, how is that possible:D

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Monday Dayton

@mondaydayton

11M

India has overtaken Hong Kong to become the 7th largest stock market in the world

We all turn our eyes today to the US and Powell's speech tonight, the Fed's preview of where the economy will go next in America. But in this post I'm going to bounce to the East, because that's what a lot of people have started talking about this year, or India as well, and it definitely has...
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Daniela Duong

@danieladuong 11M

Wow 👌

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Monday Dayton

@mondaydayton

11M

A better future for solar stocks in 2024?

There is a lot of interest in this growing sector, not only from customers but also from investors. I am represented in this area by one of the largest well-known companies, Enphase Energy. However, we have more companies in the market and I was pleasantly surprised by the valuations of some analysts. 😊

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Moe Whitehead

@investormoe 11M

I have an investment in Meyer Burger, a European manufacturer of solar panels, solar cells and even solar bags. On Wednesday, we will find out how much, if any, help there will be from the German Government. Here is a link to the article: https://www.manager-magazin.de/unternehmen/industrie/meyer-burger-solarzellen-hersteller-droht-mit-abwanderung-berlin-entscheidet-ueber-hilfen-fuer-solarindustrie-a-9e87fe62-8de1-4150-ac71-8f88fe49a73b

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Monday Dayton

@mondaydayton

11M

Quick info at the end of the first full week of December.

Stocks closed the first full week of December trading with a win today as investors viewed the monthly US jobs report positively and accepted the case that the Fed will start cutting interest rates next year. The US unemployment rate fell to 3.7% in November. Meanwhile, the economy created 199,000 jobs, up from the...
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Daniela Duong

@danieladuong 11M

I'm curious about it :)

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Monday Dayton

@mondaydayton

11M

Tobacco companies were shaken up today

As I've noted here, for many of us investors, these companies are popular mainly because of their attractive dividend. In that regard, it is mentioned here often. This post will mainly focus on British American Tobacco $BTI $BATS.L, but as there has been more talk lately about hitting the ranks of smokers and trying to keep them healthy,...
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Bill Combs

@billcombs 11M

At my age it would probably not be nice if I wrote that I am a smoker, but of course I am a non-smoker and I am sure I will be one until I die. From a moral point of view it's probably not fine, but I like the tobacco companies and even more the dividends they send me :D. Despite some problems I trust the companies and I believe they will be with us for a long time. I bought BTI in the downturn and I watched that MO wasn't at a bad price either, so I bought BTI along with MO :D.

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Monday Dayton

@mondaydayton

11M

Take-Two Interactive Software $TTWO, let's discuss one small, possible tip

I want to share a tip with you today about this company. But definitely don't take this as a recommendation, just an opinion, a speculation. The company, which is involved in the gaming industry, is mainly famous for a game piece that probably every gamer knows, namely (GTA) Grand Theft Auto.

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Daniela Duong

@danieladuong 11M

That looks great. Is it sustainable in the long term?I mean, what news will come now, what are the plans for the future, what will be their main driving force. I'm assuming various gaming innovations, maybe even VR, but I don't know much about their plans.

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Monday Dayton

@mondaydayton

11M

FED vs INVESTORS

Another week ends and we also begin December 1, 2023, the last month of the year (so far growth), despite high interest rates. I took the liberty of choosing this headline because the situation looks like that to me now. On the one hand, investors who are flooding the market with optimism, and against them the Fed, which is still trying to keep the option on the...
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Bill Combs

@billcombs 11M

I don't foresee the Fed raising rates again. For November, stocks and ETFs like the SPY and NDX have been rising very nicely, so I would say most investors are in a positive mood that will remain for the rest of the year for sure.

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Monday Dayton

@mondaydayton

Warren Buffett discusses the will.

Warren Buffett discusses probate in rare letter in which he pledges to donate "99% plus" of wealth after giving millions of Berkshire Hathaway shares

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Daniela Duong

@danieladuong 1y

I'm glad I'm doing this dca :)

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Monday Dayton

@mondaydayton

Investors, November 17th is upon us, the day after which we may once again see a governmental shutdown in the US.

I've been scouring the webs and this news is not today's news, but it already appeared on November 10, anyway I didn't see any mention of it here so I want to bring it up. The ratings agency has affirmed the US long term unsecured rating at Aaa from the previous AA+....
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Clifford Barclay

@cliffordbarclay 1y

Well, I think the rating should theoretically have an effect on the price of bonds but in the case of the US it is probably not quite straightforward, however, I would not bet on a rise in the price of existing bonds.

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Monday Dayton

@mondaydayton

Continuation of the 100th Anniversary Conference of the Division of Statistical Research in Washington DC - speech by Jerome Powell

One of the most watched men in US economics was scheduled to speak at this event on Wednesday and Thursday, 8-9.11.23. I have already added the summary for Wednesday and the markets remained fairly quiet. Today I will add a summary of his speech, a...
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