CFA

lithe_silhouette

Yes, he still calling the top every day. You have pros like Mark meldrum who built and sold a training program for CFA and wrote a bunch of books on options saying you can't predict where spy is going and then you have jloc on x betting 200k on spy weekly puts based on lines he saw on a chart even though he can't afford to pay his bills.

BlueEdenProject

Stock investing is extremely difficult, you need to be CPA and CFA to just get started. I made 500% in 1.5 years. Do you think that’s easy?

RagingBearBull

These vesseles are regarded. They just need to fly the CFA flag and the US will let them through

WailingWarbler

# Scenario 1: The "Cypress First" Launch (Most Likely) In this scenario, the management team executes their plan in two distinct acts. * **Act 1 (Immediate):** The halt on **CHY-H.V** is lifted with the announcement of a "Qualifying Transaction" with a major gold mining asset. The stock likely undergoes a **consolidation (e.g., 5:1 or 10:1)** to elevate the share price to a "professional" level ($0.50–$1.00+), clearing the way for institutional capital. * **Act 2 (Follow-up):** Once Cypress is trading successfully as a new mining entity, the focus shifts to **CFA-H.V**. They then move to clean up Clear Gold, consolidate *it*, and either find a second mining/tech partner or execute a spin-out of a secondary asset. * **Why this is likely:** This explains why CFA is not halted. It isn't part of the "Cypress Deal." It is a separate asset sitting in the "fridge," ready to be "cooked" once the Cypress deal is done. # Scenario 2: The "Satellite Spin-Out" (The Multi-Asset Play) This happens if the "private mining partner" is actually a **larger company with multiple properties.** * **The Structure:** The main, high-value mine goes into **CHY-H.V** (the lead vehicle). A secondary exploration property or royalty package is "spun out" into **CFA-H.V**. * **The Benefit:** Shareholders of CHY might receive "dividend shares" of CFA-H.V. * **The Market Reaction:** This creates an immediate "two-stock" ecosystem. You hold CHY for the main gold production and own CFA as a high-upside exploration play. The management team retains control of both, creating a mini-conglomerate. * **Why this is likely:** It allows them to bypass the dilution of a 3-way merger while still providing an "asset" to Clear Gold shareholders. # Scenario 3: The "Mega-Rollup" (The "Clean Sheet" Merger) This is the "big bang" scenario where **CHY, CFA, and the Private Partner** all disappear into a new, single legal entity. * **The Structure:** A Plan of Arrangement where every shareholder of CHY and CFA gets shares in the "NewCo." * **The "Clean Sheet":** This is the cleanest way for a private company to go public. They effectively "wipe the slate" of both shells, removing any historical debt or legacy baggage. * **Why it's less likely right now:** If this were the case, **both shells would usually be halted simultaneously.** The fact that only Cypress is halted suggests the partner is only interested in the Cypress listing *right now*. **1 CHY share = 1 NewCo share** and **1 CFA share = 1 NewCo share**, then your theory about "equalization" was **100% correct.** They were effectively pegging both stocks to the same future value.

Hot_Lingonberry5817

According to the CFA-institute, short-sellers have had extraordinary difficulties post the GFC 2008 era, primarily due to the change in monetary policies globally, which just pumps everything up as soon as there is a scare of some sort. Point is that Burry's been wrong a lot of times ever since, he's had warnings om ETF bubbles due to passive investing and a lot of other things. In fact he's been wrong so many times that all investors withdrew their capital from Scion Capital which made him close down the fund recently, and start writing on Substack.

Ozqi

CFA spicy chicken sandwich has me sitting on a public toilet at work with my asshole legit on fire oh my fucking god I might have to leave work early. My manager is probably asking where the fuck I’ve been for the last 20 minutes while I shed my intestinal lining in the bathroom. NEVER AGAIN.

ir1shman

And to think people spend YEARS of their life to get a CFA designation when all you need to be a successful investor is set Alerts to “on” for 🥭’s truths and trade accordingly.

Valkyrie_Skuld

No they’re just interesting. Like you can buy the whole set of them on Amazon. You don’t have to actually be a CFA

music_is_gud

Anything specific? Also I don't think you really need CFA to be a really good trader. In fact, it could be detrimental

JohnF1945

The analyst at JP Morgan apparently takes his CFA designation seriously. The CFA comes with a code of ethics.

JohnF1945

The reason that the JP Morgan analyst is warning, the Tesla may crashed. 60% is likely because he takes his CFA ethics. Standard seriously, unlike many of the boosters, looking for investment banking fees.

garden_speech

> whats the difference between GM and CEO of one person operation other than honorific? All I am saying is that it is trivial for a business owner to make sure they qualify for a 401k. At least that’s how it looks to me, but I’m not a CFA or CPA so maybe I’m Wrong

Competitive-Ant2876

Lmao I have a CFA level 1, the hardest thing you can achieve in the investment space besides level 2 & 3. Your take goes out the window when you’re in a micro cap stock, on an illiquid exchanged, in a sector reliant on government policy. If you held long term in this sector your easily down 80 plus percent. To break even on that you need damn near a 400 percent gain. Loss & gain is non linear. I have invested on much longer timeline than most, and in the broader market. Ive traded this sector 4 times each time profitable, the sector is headline driven and easy to play both sides cause investors in the space. So puts are pretty easy to time.

Santarini

My wife is a CFA and has 600k in a savings account. I'm like da fuq are you doing!?

deepfocusmachine

“Actually my names Jiang and I do speak English. Jared likes to say I don’t because he thinks it makes me seem more authentic. And I got second in that national math competition.” -Ted Jiang, CFA

chuastan

I need to start taking another course on sales or something. CFA got tossed out long time ago

phatpham1803

Will BlackRock hire me if I have a CFA level 1 ?

aolmos97

VHCOL, CFA, Masters and work in the industry but I live below my means to save a high %

weednspacs

I mean that’s not true. The analyst arm of those banks is fully separate and firewalled from the investment banking arm. If you’re a CFA and provide biased coverage you can lose your license and not be employable anymore. Most positive ratings are due to the analysis being on growing companies. There are plenty of companies with negative ratings, but probably not stocks that most people look at buying, because they’re dying.

m0n3ym4n

Used to be a new entrant had to convince countless highly-sophisticated investment analysts why they should recommend their security. This is not your local home remodeler who sells Anderson windows because the rep took him to the strip club. Ever had a casual conversation with a level 3 CFA? And now SpaceX and whatever dogshit comes after it has exit liquidity to the hills thanks in large part to reddit and the proliferation of index funds. But no fees, right?

Ceyenne18

You have come to the right place. All of us are CIMA, ACCA, CFA or CMA certified.

chuastan

If PTOUS lied and in all seriousness- I think I have to write in the CFA to revise syllabus. With immediate effect as an honorable member they sold me

chuastan

Thank you but my fishing rod cost me 80k. Worms 20k. Which is far game from investing- but such mistrust does not reflect well in. When I passed my CFA c.15 years ago on fair and transparent markets. I have been duped!

Anxious-Ad2229

Idk if that’s a good thing or bad thing haha but I love perspective so if you have any counter arguments to some of the stuff I say I’d love to hear it. I believe Perspective helps someone become a better investor as long as you’re open minded about possibly being wrong. I comment a lot about cannabis, I actually keep up to date with most filings, and bills that are introduced but I do comment about other opportunities in the market here and there and how market mechanics are at play some times. I’ve invested for a long time now and actually have my CFA level 1 but it doesn’t make me right about everything.

thewheelsonthebuzz

Fast food historically was low margin high volume. Somewhere around Covid they decided to become “premium” and swap to low volume high margin. That does not work for fast food. I’m sure the marketing people working at these organizations don’t even eat their own food. They have no context or can even relate to the core customer. Some have started calling customers “users” and their food “products”. It’s a poor play at a tech jargon. Sure costs of things has gone up, but CFA can make it work and close one day out of the week. Every time I drive by one, the lines are full! High volume, low margin. That’s the secret sauce.

ComeAtMeBro9

More and more restaurants are closing. Some in my area have been here 20 years going under. Cost of materials (amongst other things) are going up. When they try to pass that on, the consumer doesn’t want to pay it. Sitting down at even a BBQ place here has gotten absolutely insane. If I go out, I have one Mexican restaurant I visit once a month that’s reasonable. I go to Zaxbys or CFA for fast food these days, but that’s it. Eating at home a lot more.

Feltzinclasp5

Yeah sorry, I'm a CFA and PM means private market to me. You can dissociate my comment based on that

Feltzinclasp5

Analyst, CFA

DoubleSkew

/r/wallstreetbets comments are CFA ragebait

Fearful-Cow

Writing my CFA, figure i can argue i can skip the ethics portion entirely.

Ill_Tower7660

Jason Tong as CFO is a strong pick. CPA, CFA, 15+ years with TSX/TSXV/Nasdaq companies, Deloitte background, and solid CFO experience. Someone who knows how to navigate growth-stage mining finance.

misterbluesky8

This is good advice for every single person posting “loss porn” on this sub. 99% of people can’t pick stocks to save their lives and can’t time the market to save their lives. This is why r/thetagang cleans up every year.  I lost $2500 on my first options trade and just bought indexes for a few years in my 20s. Didn’t touch options again until I took CFA classes and had enough money to afford a $10K loss. 

ediblepepsi

Things they teach you in CFA L4

Pristine-Slide7990

Yo good background. Equity research + writing combo is solid. The CFA qualification definitely adds credibility. Only tip - make sure you've got strong data visualization chops. That's where most freelancers leave money on the table

ToughAsPillows

I’m in the industry and systematic PMs are absolutely a real thing. Whether this guy is or not is up for debate but tons of asset managers (type of firm) have systematic desks with portfolio managers. “Systematic” means signals/strategies that are automated or at least semi-automated. > Nobody is responsible for both long and short positions in a portfolio What are you talking about? Long/Short portfolios are very much a real thing; the two often go in tandem. It’s not like one guy is managing the longs and the other guy is managing the shorts. Long/Short is just in contrast to Long-only. Oh, and being a CFA has nothing to do with the industry explicitly and you should know that. That said, you would’ve learned this in your exams.

Feltzinclasp5

>I managed large systematic long/short portfolios for global asset managers. No you don't. Stop lying for fake internet points. I'm literally a CFA and that sentence alone doesn't make any sense. You manage a portfolio for asset managers? Huh? Also, "systematic" management is not an industry term. No idea what that means. Nobody is responsible for both long and short positions in a portfolio. Anyway, I don't even know why I'm wasting my time making this comment. This sub is such a cesspool lmao

Feltzinclasp5

CFA here. Save yourself money and a lot of time by just accepting that the market is unpredictable. Technical analysis and "stock trading signals" do not exist. People will argue they do, but they don't. Naturally, when you have a large subset of data, people will try to recognize patterns.

Feltzinclasp5

CFA here. The bottom line is RKLB is a proof of concept stock that got a ton of hype (and money) on the backs of investors who hope to be the first in a new wave of cellular technology. At this point there is no proof of ROI, but there is potential which got priced in.

10xwannabe

Well if you were then you wouldn't need to ask would you. By the way I've talked to CFA who had NO clue nor read the BHB or BHS studies. So you wouldn't have been the first.

long_time_no_sea

buddy i'm a CFA charterholder, i'm pretty sure i understand

Samjabr

You should get your CFA license and share your knowledge

SchwiftySchwifferson

Studying for the CFA

ExcelAcolyte

I have a CFA and work in the industry :P

nickOfJupiter

Nothing you said addressed the context of my message concerning the market wizards and some of the best traders of all time who are purely TA. Why dont you look at the US Investing Championship where every single year they are purely TA traders out performing the market, all of which go on to manage money. The entire Investors Business Daily org is built on TA. Schwab has dedicated TA analysts for options everyday on Youtube. I could go on, but you're just a smug know it all condescending prick. Also, technical analysis is on the curriculum for both the Series 7 and the CFA, unfortunately astrology isn't though. Jesus read a book Muhammad is the most popular name on Earth dude - Jonah Hill voice

WolfOfAfricaZLD

Depends a lot on your personal investing philosophy. Personally I would suggest DCA -ing into the s&p500 or some similar index until you have that figured out. However, your GTA investment is probably already priced in and BTC has no quantifiable inherent value. Imo I'm not a CFA so keen to hear other posters opinions.

CraneEternal

She thought she was smart, tried to get slick, she bust a little chuckle, And she got smacked by the markets’s gold finger knuckle. Should’ve hired a CFA.

craig_hoxton

Get this man a CFA!

KissMyRichard

Maybe he's got faster swimmers than JPOW, but I'm not a CFA.

Feltzinclasp5

CFA here. Some AI is useful for analytics and extrapolating data, but when it comes to actually picking stock it's mostly garbage.

Feltzinclasp5

Hello OP, I'm a CFA/CFP/CIM managing a pretty large capital portfolio. I'm not a psychologist, but I can give you some insight behind the psychology of money after having dealt with thousands of people from various backgrounds. Although money can invoke strong emotions, it is ultimately a tool of comfort. Having it won't make you happy, and not having it will not make you sad (as long as your basic needs are being met). Some of the richest people I've ever met are the most miserable. Some of the happiest live paycheck to paycheck. It sounds like whatever is going on in your life will not be solved with money. But one thing I've always tried to remember for myself is that; there will always be someone with more than you. As is often quoted in this sub "comparison is the thief of joy". The fact you even know what SCHD is and are interested in getting dividends puts you ahead of a large portion of the population. Most people have no investments at all, and even less understand what an ETF is. There's probably billions of less fortunate people who would risk their life for a small chance of living yours. Don't take it for granted.

Panthera__Tigris

Former Investment Banker here. There is a hierarchy of finance professionals and pension fund's are nowhere at the top. Actually, might be closer to the bottom of institutional Investment Management. The best guys at my firm were quantum physics PhDs. CFA L2 is intern level stuff. I agree that markets are their own beast and no one can make super normal profits. But come on. Pension funds lol.

Feltzinclasp5

CFA/CFP here. You're going to get a lot of bad advice on Reddit. Don't put the cart before the horse. It's great to have goals but you need to be realistic as well. I'm not sure what tax rates are in Australia, but saving 70k on an 86k salary doesn't sound right. I would wait until you start receiving paychecks and then create a reasonable budget. Then you can start to DCA into a low-cost ETF. Stick to a simple strategy and let compounding do the work. Don't time the market. Ever. Seriously. It's the #1 mistake all investors make because people greatly overestimate their abilities.

Mozad1

I can understand where OP is coming from in making this statement. I've spoken to 3 different private banking portfolio managers all of whom didn't know how BTC worked but confidently stated it was going to fail. Add to that a CFA, an accountant, and multiple swing and day traders. BTC has flaws so criticism can be justified But when so many people are so confident about it's failure without having any idea about how it works, makes me think I'm early. .

Feltzinclasp5

CFA fund manager here. Just wanted to chime in for what it's worth and say that I don't know a single professional money manager who thinks BTC holds legit value as an asset. When people complain their diversified risk returns aren't enough we have an inside joke "maybe you should buy Bitcoin".

Feltzinclasp5

CFA/CFP here. Build out your short term funds first (emergency savings + any short term purchases) and then buy index stuff with your long term

KissmySPAC

"I don't know anything" is right. Stop spreading nonsense. Ur not a CFA.

ndwillia

Technical analysis is not about predicting the future or being “accurate”, which is the common misconception. When used properly, it is a tool used to **mitigate risk** Referring to it as “tarot readings and voodoo magic” perpetuates the idea that it is not useful. You gotta be careful with carvana and understand the history of the payment in kind agreement they have with root insurance (ROOT). It has been a meme stock since like forever, and they’ve been able to float earnings for quite some time with creative accounting surrounding the aforementioned payment in kind agreement. I agree with your bearish thesis and I think carvana will go bankrupt/cease to exist by end of 2027, but it’s very easy to lose a lot of money very quickly with puts on this stock if you aren’t hedged appropriately. **You don’t have to say “I’m not a financial advisor, this is not financial advice” to cover yourself from liability. The only people who can be legally held accountable for giving financial advice are CFA’s. You or I can recommend anything we want on the internet without fear of repercussions. The very existence of this subreddit is a testament to that fact (if individuals like yourself could be liable, this subreddit would not exist as it would be an even bigger liability to Reddit as a publicly traded company. Cheers

n2_throwaway

The problem is, no amount of retail cashflow will ever stabilize Bitcoin. Until large commodities contracts or swap lines are issued in Bitcoin, no amount of retail degen trading will offer the same liquidity that dollars, euros, pounds, or the yen offer. I think the bull thesis for Bitcoin would be if any country starts to actually back bitcoin by holding onto a Bitcoin treasury and managing debt using Bitcoin. Candidate countries could be countries that don't already have a fiat currency of their own, like users of the CFA or El Salvador (which was forced by the IMF to stop accepting as legal tender.)

danisanub

Yes, I have over a decade of investment sales experience (institutionally) and most job specs say preference for a CFA or CAIA

danisanub

If you are serious about a career transition, look into the CFA or CAIA programs. The CFA is brutal, CAIA is more manageable and can be acquired within a year.

me_no_gay

Call Ea-Nasir (he has PhD in Mesopotamian Economics and CFA) to manage your copper portfolio

Competitive-Ant2876

Lmaooo you don’t know what a CFA is also your triggered man let’s take a breather it’s not that deep

RealEstateWindsor

CFA Level 1 means jack shit, I didn't ask for your resume kiddo. I also own zero Tilray. 

Competitive-Ant2876

Bro what lmaooooooo you must be holding heavy bags to be this triggered. Check my comment history. I come from a financial background and have a CFA level 1. I’m not Warren your correct but I’m also not delusional & im pointing out the obvious. I trade this sector and the spy and hold long term investments in sectors I understand and most my portfolio is allocated to dividends, & reits. I just recently rotated 20 percent in to energy & infrastructure. I’ve triggered a Tilray bag holder though lmaoooo.

Feltzinclasp5

CFA/CFP here. XEQT is fine but it is full equity exposure, so you should figure out if that aligns with your personal risk tolerance. For gold, and for investing in general, try to avoid fomo. Yes gold is the hot ticket item right now but don't buy it just for that reason. If you really want to buy at this price I would buy KILO. They have physical bullion, it's currency hedged, and the fees are low compared to their competitors.

Perfect-Obligation60

Ty, also saw that you listed WACC and discount rate looks appropriate. Great work Mr. CFA!

Revfunky

It’s always nice to hear from the belly of the beast. This is value investing at its core. BRKB-PSHZF-COPY utilize comparable strategies. I’m really high on COPY as they combine insider buying with value. Thank you for posting. This more than the mere flotsam and jetsam we normally get in this sub. I do have some questions if you could oblige me. Do you use a trailing stop on the holdings? If not, how is the exit decided? Do you have access to a Bloomy? Do you utilize any option strategies? LEAPS? Do you use any technical analysis? CFA at 19. Most impressive. These are tried and true strategies over time. NAV arbitrage works. Ultimately price is the only thing that pays. Allocating part of the treasury into Bitcoin sounds insane to me. You’re an analyst. What is there to analyze in Bitcoin? There are no earnings, rent, income, sales, or dividends.

Himothy8

I’m doing my SIE right now, and this summer break I’m studying CFA L1

Himothy8

You have your CFA level 1 at 19?

Feltzinclasp5

Sorry about your Mom. As a CFA let me give you some advice. Read Eugene Fama's efficient market hypothesis. Then read it again and again, until you understand that you have no competitive advantage to trade against the current market sentiment. Assets are not being diversified outside the US as of yet.

Feltzinclasp5

CFP, CFA here. Are you baiting? Nobody is forcing you to use a 401k. For some people the benefits are marginal, but there absolutely are advantages to using one. The ability to defer taxes on income is a powerful financial planning tool.

Napster-mp3

I started getting a large fruit bowl instead of fries with my sandwich at CFA because I matured

Chrg88

Major cheat meal tonight. Spicy chicken deluxe and a couple chicken tendies with CFA sauce

0lawy

For those who have studied or are studying finance and economics: Did the CFA program help you gain mastery in options trading or the stock market in general? If not, what resources or experiences helped you develop expertise in the market, and specifically in options trading? I’m particularly interested in options and want to focus on building my own wealth rather than pursuing a corporate career.

EthanRio

CFA isn’t worth the stress buddy work at Wendy’s

Guilty_Psychology_28

Any of you regards have your CFA? Is it worth it?

Feltzinclasp5

CFA, CFP here. Gold is half on my current portfolio and will likely stay that way for the foreseeable future. There are a ton of reasons to own gold at the moment. I bought at $2800/oz and people think I'm crazy for not selling at $3300, then $3500, then $4000..... Goodluck out there

Brilliant-You-7416

Do your due diligence on geeks of finance. When someone claims to be a CFA or have high level credentials, they don’t hide their identity unless there are reasons to hide it. Listened to their Discord live feed. It’s shady.

johnnylemon95

I started learning at university and then continued through various textbooks, my finance masters degree, CFA course, and various online resources and continuing professional development. If you’re just getting into learning about stocks and options there are very many great and free video series on YouTube that go through the basics. Spread your net wide and don’t wholly rely on a single source of information, as you can get stuck in someone else’s biases. You don’t need to go to uni to learn a lot of this stuff though. I just really enjoyed it. You can learn all this through online websites. Investopedia is pretty good for a basic understanding and is quite handy for you at the beginning as both a source of information and introduction to understanding things like derivatives contracts.

Doxtator

I only have access to the summary which indicates Goldman remains cautious on SLK approval for HS, and the sell rating reflects 'market expectations' of a high risk around FDA approval. They were also rated a sell beforehand, but the price target was raised from $8 to $10. This isn't groundbreaking research. This is noise. SLK data continues to show a robust profile of safety and efficacy. The summary appears to show the rating is driven on negative sentiment and cautiousness. I laid out why I believe MoonLake is being undervalued by the market, and despite the missed endpoint; the SLK data remains incredibly strong. Eventually the FDA is going to decide this one, and they aren't checking Goldman's notes on market expectations and cautiousness, they are reviewing the data. There is still a report out from Samantha Semenkow from Citi on MoonLake with a $5 price target citing financing overhang. MoonLake ended November with 380M in cash on the balance sheet, and added 75M via a equity raise in November. They have a cash runway well into 2027, and a non-dilutive debt facility already in place. Look at the analyst ratings and make your own decision if there is alpha there.... https://preview.redd.it/4f4rngnnmidg1.png?width=2088&format=png&auto=webp&s=12fa9e1687b3c5b5be5d8b87748d6aac36ddf62b Analysts can sometimes miss the story, and I think MoonLake is one of those instances. Over the next month we are going to get updates on the 13F's coming in to show how actual fund managers like Mark Lampart at BVF feel about MoonLake. Going into year end this was a name where I think it became very attractively priced, we'll soon know if the smart money was accumulating here despite the negative sentiment and cautiousness. We have an investor day in late February which should bring additional data readouts and updates. That's my research note on this one for this morning. I've bought personally as recently as last week, so I think you know my rating, and my price target involves using multiplication tables. Richard Doxtator, CFA

MechCADdie

The 20+% is from the top income tax bracket (which is removed from traditional 401k or IRAs), so you would not need to pay taxes on that until you withdraw, at which point, if you only siphon as much as you immediately need, will result in minimal, if any taxes.   You could argue that if you go with Roth, it's more like 15% (long term capital gains rate), but these would be to the money that could be put away vs taken, invested, and withdrawn.   401ks have a $22.5k limit, so it's hard to hit, especially if you are married filing jointly and those contributions are significant, especially over a decade of contributions. >I'm just not willing to lock up funds for decades just to escape the tax man. The opportunity cost alone makes it not worth it to me.   Ultimately, it's your money and you can spend it as your financial situation calls for.  It's not on the merit of paying your fair share so much as it is about properly utilizing the tools and resources available to you.  If you don't intend to blow your entire net worth on something, then it's better put into a place where you are less inclined to spend it on an impulse.  You can withdraw roth funds at any time and there is simply a penalty for withdrawing early if you absolutely have to. Don't get me wrong, I fully understand that some people have a very protective stance with their property and it's scary venturing into this territory with your own money, but that's why you're here, in this forum.  If you want better advice, you can talk to a fee based fidelity CFA/Fiduciary.  Just don't go for the ones that charge based on your portfolio.  They will be inclined to just sell you on the ones where they get the best commission. It's my personal opinion, but IRAs kind of suck and they are kind of a diet retirement plan...they still work and I still max mine out, but once you break past like $75k/year, it starts to fall off hard.

tombrady011235

Has anyone here take then CFA

Ok_Response_9510

These are pop culture finance books, maybe something academic like a finance textbook or CFA materials.

thanatos0320

Try reading rhe CFA level 1 curriculum, then move to level 2... or better yet, sign up for the exams and take them ;)

joo_2000

The CFA thing isn't just marketing... Tan actually applies traditional portfolio frameworks to DeFi.

stoned2brds

Literally. Your the reason I dont believe in democracy. How is your vote equivalent to mine, we are talking about finance and clearly you know nothing about it. Are you the one with the CFA?

OdoBenSisko

10 minutes of investigation, this is really sus. I checked CFA membership, there's no "Brxxx Cxxx" on record with a current cert. I did find a "Brxxx Cxxx" on Linked in from Atlanta who also claimed to be CFA offering services like: copywriting, web development, content strategy, video production. You know, typical "CFA" type stuff lol. For the record, Harxxx lists Bxxx as its only employee and his other current "clients" include: Basin Uranium Corp. BlackBoxStocks, Inc. Bonk, Inc. Canbiola, Inc. Eco Innovation Group, Inc. Go Green Global Technologies Corp. Grid Battery Metals Kaival Brands Innovations Group, Inc. Magellan Copper & Gold Corp. Pure Harvest Corporate Group Rapid Therapeutic Science Laboratories Renewal Fuels, Inc.

OdoBenSisko

Who's this Harbinger Research **Brian R. Connell, CFA** Senior Research Analyst? [https://content.equisolve.net/harbingerresearch/media/8900f171f82fe6e744f7287ad23431a3.pdf](https://content.equisolve.net/harbingerresearch/media/8900f171f82fe6e744f7287ad23431a3.pdf)

BNeutral

A CFA certification, while it has some small amount of TA as part of the curriculum for completeness, has little to do with what we are discussing.

Pezotecom

CFA used to include an introduction to the concept of TA, and it does not anymore.

According-Tip-457

lol I manage $16B kid. CFA. I manage money for a living. You should sit down before you hurt yourself. You don’t even have a Bloomberg terminal. PS the stat is 95% fail in the first year, 99% by year 2. If you ever managed money, you’d know what edge is and that it’s never given away. Retail traders are as dumb as they come.

crazybutthole

Just to check it out. Watch an episode by CFA Joseph hogue. He has a lot of followers so he is not a potential partner. But he can give you an idea of what talking about content can look like. He has lots of videos showing his portfolio and posting about winning strategies but he also has some videos about creating passive income streams (He is adamant that if you are creating videos and posting and working to gain subscribers - that is not a passive income stream cause all that stuff takes time) But - if you had a partner and its as simple as you continuing what you do - fine great plays and email them to your partner and they post them. Then it's an extra 40 seconds of work for you - instead of just finding the play and putting in the buy order you add an extra step of sending the play to your "partner." And they do the rest (creating the content) You might make a tiny profit in the first few months but if your strategy really worked and made great picks consistently - it could grow to many more followers. Again just an idea. Nothing is super easy or you won't make money cause everyone would already be rich off it.

SchwiftySchwifferson

Anyone else studying for the CFA, V

Competitive-Ant2876

Listen, I am engulfed in the micro of cannabis, usage trends, cannabis v alcohol, state by state regulations, I also have a BDSA subscription so I see state by state brands private & public brands and how each performs in each category. I have a background in accounting and a CFA level 1. I understand investing and filings. My opinion- just an opinion- is that these public companies need a moat. Everybody sells same product, it’s a commodity. Like coffee. Best brand and quality wins. Also A moat doesn’t happen until interstate commerce happens. This allows these MSOs to divest assets since they won’t need to be vertically integrated in each state which is a game changer & would help tremendously towards a profitability path. Would also entice strategic partnerships. Also “smart money” will not invest directly in these businesses (specifically mso’s, they already got burnt w LPs), they will wait for alcohol or tobacco to take stake, then increase their exposure in said company, perfect hedge. Hot take: federal legalization is years away so no company will be able to import cannabis to the US but the US can export. That will give companies some edge. Diversification and being in able to compete in competitive markets will go a long way. Everyone hypes up GTI (I have a position) but nobody talks about how they are mainly in limited licensed states, 80 Percent of rev comes from same store sells, so they control who they compete against. There’s other Tier 1 ops who actually compete in markets. Thanks for listening to my Ted talk. Lmao.

CouchPotatoFamine

So, now that you are a CFA Charterholder - you are pretty much in the black? Or is it still really just gambling at the end of the day...

Shapen361

I'm a CFA Charterholder and still have lost plenty of money (but tbf I wasn't a Charterholder when I did, only a candidate.)

One-Two-218

Seeing Tan's CFA background caught my eye too. What mattered more later was how consistently risk management and those portfolio principles showed up in the material.

Own-Training5512

I had all the advantages - MBA, CFA, long career experience as a professional investor and then I lost much more than this , recovered, lost again, recovered, then the third time was the end. I kept trying to make it back and it just got worse - but most of all it was the inability to forgive myself and resulting depression that I kept trying to “fix” with winning trades. Unless you can be completely unemotional and fearless and disciplined - all of which is much harder after big losses - you have to walk away from trading or it will take your health, happiness, family and everything else the way it has for me.

Risko4

No it's not, fake credentials of "my friend" made millions while you steal a strategy word for word of a 20 year old video so you can role play is fucking weird. I'm aware markets are fat-tailed but nassim taleb is just an intellectual grifter, not a source for market mechanics or for advanced mathematical modelling to be built on blindly. Ask any CFA or Quant.

SchwiftySchwifferson

Should be studying for the CFA, but playing war thunder instead