PP
The Meet Kevin Pricing Power ETF
stock NYSE

Keine Angst, damit ist nicht das Sub gemeint 😛
Es geht mir um folgendes:
In der Vergangenheit war ich der Typ: ETF auf einen Welt-Index und gut ist (langfristig; kurzfristig hatte ich immer mal Aktien oder hab gehebelt). Wo steht mein ETF in Corona? Keine Ahnung! Sparplan läuft…
Vor 1 Jahr habe ich angefangen meinen ETF in Portfolio Performance zu tracken. Zudem habe ich ein paar Trades aus der Vergangenheit erfasst und zwischenzeitlich sind auch neue ETFs dazugekommen (Ergänzung MSCI World um Small Caps und EM).
Seit ich mein Portfolio tracke und quasi alle Vermögenswerte auf einen Blick habe bin ich einem gewissen Wahn verfallen. Ich checke ständige die Marktwerte, baue mir ständig neue Abfragen in PP, rechne fiktive Coast/Fire-Ziele aus und simuliere ständig „wie wird sich mein Wert verändern wenn ich die Sparrate um 3,50€ erhöhten würde auf Sicht 5 Jahre“. Ich habe das Gefühl, dass es schlimmer wurde als mein Depot 6 stellig geworden ist.
Dem Kapitalmarkt kann ich mich berufsbedingt nicht verschließen und muss immer am Zahn der Zeit sein. Aber ich bekomme es nicht hin privat mal die Apps und alles zuzulassen. Ständig „jetzt nachkaufen, hier nochmal über SC Credit reinbuttern usw usw). Die Sparrate liegt bei 2.000€ also eigentlich läuft alles super und ich kann die Depot beim wachsen zusehen. Aber ich hab innerlich das Gefühl es muss alles noch schneller wachsen. Das ist super dumm.
Ich denke ein großes Problem ist, dass ich zu viel Zeit und zu wenig Hobbys und Freunde habe.
Hat jemand Tipps wie ich entspannter mit dem Thema umgehen kann?
Vielen Dank!

And the whole hedge fund conglomerate would have gotten away with it if it wasn't for that pesky PP!

Fair point, I guess I just assumed it was true because what would be the point of lying if your current location is still easily discoverable? But it’s PP, so lying should automatically be assumed.

Is PP even 40 years old yet?
PP, you have to have evidence that illegal short selling is going on, not just vibes or because you invest in shitty companies.

And he has every right to voice his concerns. And we have every right to voice our concerns too. I have concerns that PP gives false hope to bagholders to attract donations. He's robbing idiots of their fucking money!

Selling my gold 2019 Eagle coin.

$4,160 total - Shipping and insurance on me with tracking included (CONUS only)
I pack real well and this will be shipped with USPS Certified mail, most secure way to ship.
Would highly prefer Zelle. Venmo or PP also works. If you want to use PPGS, add 2.5%.
[PROOF](https://imgur.com/a/S9xmg6m)

I've seen investoes lose their homes and families too! They lost all their money following PP's advice. And then lost more on plootfest tickets and ppcoin.

PP will sooner quit vaping cold turkey before Ryan Cohen says a single solitary syllable concerning naked short selling.
Besides, you eat cold turkey, not vape it. Idiot.

*Bagholding Society and it's Future* a PP manifesto

Maybe it's a Kuato from Total Recall type deal, where PP takes a really big puff of his vape, his eyes flip back into his head and his voice begins to channel the consciousness of Pulte.

Hope the CP and PP fear of next week slaughters the pigs tomorrow
^(P.S. I have no positions)

Leider ist die PP auf 4500€ gedeckelt.
Somit hätte man den Höchstsatz leider schon bei \~5 Bürobesuchen im Jahr erreicht :‘-)

are the MMs jorkin my PP with them red candles

I dealt with that change.
This was recent. I just used my PP a few weeks ago.
CDC: Speak to a Specialist took care of it. And very quickly.. Even refunded the test charges.

There was a change to this feature about a year ago or less and you should have gotten an email to follow a link to re-sign up for PP with the Icy. Can't tell you more than that as I never signed up as I hardly use the Icy now that I have the CDC credit card. Guess I should go back and see if I can still sign up for PP, but I have access with another card and hardly use it.

I’m also doing the same……
50% to Large Cap (Nippon)
25% to Mid Cap (Invesco)
12.5% to small cap (Bandhan)
12.5% to Flexi Cap (PP)

Thanks for sharing your work! You've applied Pulak Prasad’s criteria, which is a great starting point, but there is a flaw here if we only use first-order thinking—specifically regarding his strict treatment of Net Working Capital (NWC).
If you apply Prasad’s formula blindly, a high or growing working capital heavily penalizes the company's ROCE. However, for companies that produce aged spirits or Champagnes, this metric captures inventory growth, which is highly misleading.
Take **Rémy Cointreau** as a perfect example. If you look at their balance sheet, their physical fixed assets (PP&E) are relatively light (around €300 million), but they carry a massive **€1.7+ billion in inventory**. Under a strict Prasad ROCE filter, this huge working capital base drags their capital efficiency down, making the business look "lazy" or sluggish (often pushing ROCE down into the 15–20% range).
But second-order thinking reveals that this inventory isn't "trapped capital" or unsold widgets—it is aging *eaux-de-vie* (cognac). A barrel of premium cognac doesn't depreciate or go obsolete; it becomes exponentially more valuable the longer it sits in the cellar. In this specific industry, a bloated working capital isn't an inefficiency; it is a literal accumulation of appreciating assets and future pricing power.
Prasad's filter is brilliant for asset-light software or FMCG brands, but it actively punishes high-moat luxury businesses where time itself is the core ingredient.
Cool work.. Keep going

If PP played his cards better, Ploot would have already given him a job in the National Intelligence Program.
Just a terrifying thought I felt a need to share.

NVDA tiny erect PP

Well considering my wage went up about 25% in the last year, my PP went up no matter how you spin it.
And gold is a comodity that can do the same. Like it's done the last 6 months. Just like how it's worth about 4100 right now, but it was worth 5600 in January.