PP
The Meet Kevin Pricing Power ETF
stock NYSE

I respect the person who update his view and acknowledge that. With PP, thing is, he is not there.
So few things might not be attributed to him changing his views.
With value investing, I dont think there is much change since the days of Graham. WB updated it, but core remained same.
I am not doubting the wisdom of Index Investing, but sometime what is considered as universal truth found out to be lie.
Hence trying to look at his arguments objectively.

One up has wayyy more nuggets of useful information than PP's book imo.
In fact, the best piece of information in PP's book was not even mentioned in this post which was to not buy into IPOs especially hyped ones.
Not to mention that Magellan under Peter Lynch had one of the highest churns in the bracket of "value" funds who keep preaching various versions of the same old recycled buy and hold strategies.

Why does she makes my PP feel things even though she sucks at investing?
https://preview.redd.it/icp95o3t84oh1.jpeg?width=640&format=pjpg&auto=webp&s=bf0c0ce6dc10c098e01fab21bba01977a71d2682

Yes. This is me basically saying stand by, I'm with family. And then you proceed to tell me what to do and how to do it or you can just contact PP.

I threated negative feedback because you said you were gonna contact PP before we even discussed anything. And ya...you make an offer without even asking for additional pictures or anything...that's on you. You've probably fucked up my future sales with this BS. You wanna talk about reaction??? Look how much time you've spent on this for no reason. I said gimme a few to start because it's a holiday weekend and I was out of town, with family AND had shitty internet. You chose to blow me up, make threats and such and now I have a bunch of others coming after me too. You're a fucking amateur.

I use Litecoin where I can. I also buy now and then.
Most practical, easier and more convenient than PP.

I have just finished reading book by Parag Parikh "Value Investing and Behavioral Finance"
Books is good for New Investor and good refresher for well read Value Investor.
One Ch in the book is focused on Index Investing and Author is critical of index investing. His main argument is that it doesnt have any bench mark and thus we dont know if Index itself is performing ok.
This critic is flowing from the way Index are formed. During that time when book was written, it was purely on Free Float Market cap. Author has given some example to show that companies which are removed from index performed better than company which replaced them.
I checked for Nifty And Sensex, and it seems rules are still tilted towards free float Market cap.
While I am also invested in Passive funds, for large and midcap space, how valid are views of PP on index investing.

They'll hire PP Detective Services.

Well PayPal's getting bought, Nike is tanking and Peloton needs another pandemic. 🤔. Probably PP

So how exactly is PP supposed to grow?
It’s market share is threatened on all sides by larger incumbents like apple pay and google pay, you have newer competitors with lower fees like stripe eating up market share, and not to mention the decreasing global market share it possesses - international transfers being handled by regional powerhouses like WeChat Pay or PhonePe, in a global world where Paypals main customers (the west) are seeing consumption decreases due to greater costs of living, what is the growth story?
The one thing it had going for it was its early digital adoption that allowed it to build the cash pile - its the equivalent of a retired wealthy uncle that isn’t really working anymore.

my PP burn when i pee :(

Ah, that makes better sense, thank you. So basically, UTXOs? And estimates are often seeing individual UTXOs from well-managed wallets (not reusing receive addresses) being swept rather than the entire wallet of all UTXOs, resulting in a likely undercount of the stolen BTC.
Followup passphrase question: do you think PP wallets were even attempted by the attacker? If you had a compromised seed and a weak PP wallet of “ABC”, would that have likely saved that wallet?
Perhaps it would’ve survived up until now, but now secondary scavengers are retracing the now-empty seeds but also trying to brute force any PP wallets.

This is my suggestion. Keep below -
1) UTI Children 2) Quant ELSS 3) Bandhan Small Cap 4) HDFC Midcap 5) SBI Gold 6) PP Conservative Fund 7) HDFC Flexicap 8) Tata Silver 9) ICICI LargeCap 10) Edelweiss US Tech .
Sell rest of them and put that money in PP Conservative Fund. No other fund is required.
Above cover all assets -
Equity (Large + Mid + Small)
Flexi
Gold + Silver
Debt
Foreign Investment

PP waterballs

PP flexi has now grown to a very large AUM. Making it more or less a large cap fund. I would recommend abakkus flexi cap for more aggressive returns. Mid and Small cap are the way to go in the current market. If you want something more aggressive check out Groww Small Cap and Bandhan Small Cap