Interactive Brokers (IBKR) is recommended as a superior brokerage alternative due to its lower fees compared to TD Bank and Wealthsimple.
Source Post
Stupid Investing Mistakes We've All Made
Jun 5, 2026
The creator discusses common investing mistakes, focusing on the overemphasis of revenue growth without considering profitability. While acknowledging revenue growth's long-term importance, they stress that it must be viewed alongside profitability and starting valuation multiples. Snowflake is used as an example of a company with strong revenue growth but significant operating losses.
Linked Mentions
Tickers discussed in this post
Broadcom is used as an example of a company whose stock was arguably cheap at higher valuations due to accelerating topline growth, despite appearing expensive on trailing metrics.
The creator is hesitant to trim ASML despite it becoming a larger portfolio percentage, as they are considering letting winners run.
Selling Palantir prematurely, even with a profit, is a mistake due to its growth potential, despite past criticisms and high valuations.
TSMC is mentioned in the context of the cyclical semiconductor industry, which the creator believes is not "different this time."
AMD is mentioned in the context of the cyclical semiconductor industry, which the creator believes is not "different this time."
Intel is mentioned in the context of the cyclical semiconductor industry, which the creator believes is not "different this time."
Micron Technology is mentioned in the context of the cyclical semiconductor industry, which the creator believes is not "different this time."
Applied Materials is mentioned in the context of the cyclical semiconductor industry, which the creator believes is not "different this time."
Apple is considered a generational company that will likely remain dominant for a long time, though it may eventually fade.
