My highest conviction stock pick for next 6m. 50% port.

Sticking this one out.

Data moat (to be monetised).
No real competition.
Incredible growth.
Lots of ad revenue monetisation opportunities.
Product itself is basic leaving more opportunity to grow user base through shipping features.
Extremely low cost of running the business.
Balance sheet is healthy.

Stock moves terribly. Sentiment really is at all time low. Buy low sell high right?

If S&P500 crashes I am absolutely finished though :)

Sell limit 205

u/Cheekycharmer95 — 17 hours ago

experienced legal peeps that can speak on Reddits likeliness to get a settlement / win against perplexity / anthropic?

I have tried to read article upon article to assess the likeliness of this but it’s out of my wheelhouse.

Any other fellow investors that have knowledge in the space?

Consciousness that 12th is coming up for hearing against sleazy Anthropic.

reddit.com
u/Cheekycharmer95 — 15 days ago

Feel like an absolute idiot. How to manage the emotional element of overtrading / switching strategies?

Over the last week. I have made a series of dumb dumb decisions

Selling stock A at 22.70 USD when my TP was 25 (it’s now trading at 25 -_-)

Then buying into semi stocks as they were getting hammered hoping for a pullback.

Proceeded to lose £3k as I had hit more than my risk allowed so I wanted to cut losses.

Because of these decisions I am now £11k worse off than I would have been, if I just sat on my hands and did absolutely nothing!

I have done this before and I seem to be unable to shake this impulsive decision making. Which always results in me losing lots of ££ through opportunity cost.

YTD I am up 40%/ £20.5k on my trading portfolio. (Grateful to be in the green despite making dumb decisions)

Feel like giving up after this most recent set of mistakes.

Any advice on how to manage these typical issues?

reddit.com
u/Cheekycharmer95 — 22 days ago

Time to log off and come back in a little bit. Positions shown

Was up 25K GBP 2 days ago YTD. Have lost 7K GBP profit since. Bringing total to 18K profit YTD.

Holding £53K GBP/ 3158 FIG across S&S ISA and GIA

AVG 24.60. If I waited one day this could have been 23 :(

Play is simple. Hold FIG until 27.50 USD per share and sell.

Posting here so everyone can get their popcorn out.

u/Cheekycharmer95 — 3 months ago
▲ 70 r/Roofing

lol WTH a plant / weed is growing out of my roof? Is this going to be a big problem?

London, UK based.

Roof is made up of concrete tiles

u/Cheekycharmer95 — 3 months ago