Hacker News with Generative AI: Investing

Why everyone missed solar's exponential growth (exponentialview.co)
Hi, it’s Azeem. Here’s a shocking reality check: every major energy forecaster has been wrong about solar power uptake. So wrong, in fact, that when I recently offered a $1,000 bet on solar’s explosive growth, not a single expert would take me up on it. This isn’t just a forecasting error – it’s a systematic blind spot.

Solar Energy, Energy Forecasting, Technology, Investing

34 points by xbmcuser 6 hours ago | 16 comments

Short Squeezes Are Legal Now (bloomberg.com)
Short Squeezes Are Legal Now

Finance, Investing, Law

15 points by ioblomov 11 hours ago | 1 comments

Buy payphones and retire (computer.rip)

Investing, Business, Technology, Humor

476 points by cratermoon 24 days ago | 352 comments

Losers Average Losers (quantian.substack.com)
This is Paul Tudor Jones, for those of you who are unaware.

Finance, Investing, Substack

7 points by paulpauper 25 days ago | 1 comments

There are only two asset classes: ownership and debt (ft.com)
There are only two asset classes: ownership and debt

Finance, Investing, Economics

55 points by hhs 26 days ago | 39 comments

How Does the Private Equity Market Work? (ycombinator.com)
I’m trying to better understand the private equity market. How do private equity firms operate, source deals, and structure investments? What are the key mechanisms that drive value creation, and how do they differ from public markets or venture capital? Would love to hear experiences and insights from professionals in the field or those who’ve been part of private equity transactions!

Private Equity, Finance, Investing

7 points by TravisL 42 days ago | 6 comments

Ted Weschler Turned $70k into $264M in a Retirement Account (umd.edu)
You can sometimes find fascinating information in footnotes — and that’s where I discovered the amazing investment returns of Ted Weschler, 60, a relatively low-profile money manager based in Charlottesville whose retirement account has outperformed the S&P 500 by hundreds to 1.

Investing, Retirement, Finance, Performance

26 points by chollida1 55 days ago | 39 comments

Diversification is a negative price lunch (outcastbeta.com)
We will see how the diversification assessment framework provided by conventional finance theory is not applicable to what long-term investors really care about – compounded returns. As long-term investors care about geometric (instead of arithmetic) expected return, we will find that diversifiable risk is not only uncompensated but costly. As a consequence, diversification is not only free, but negative price lunch. What are the implications of all this? Let’s have a look.

Finance, Investing, Risk Management, Diversification

16 points by sebg 63 days ago | 9 comments

New Bloomberg Terminal for 2 EUR / month (eulerpool.com)
Powerful insight for professional investors.

Finance, Business, Software, Investing

3 points by chetuhanoedua 69 days ago | 1 comments

Berkshire Hathaway Portfolio Tracker (cnbc.com)

Finance, Berkshire Hathaway, Investing

11 points by paulpauper 72 days ago | 6 comments

I sold all my Tesla shares (TSLA), here's why (electrek.co)

Tesla, Investing, Finance

83 points by bornelsewhere 77 days ago | 21 comments

Robinhood lets Brits lend shares for income to grow international footprint (cnbc.com)