Bryan Scott
1.4K posts

Bryan Scott
@edgepacific
I trade a bit, if not hiking and skiing Queenstown NZ
Queenstown-Lakes District, New Katılım Mayıs 2009
1.4K Takip Edilen396 Takipçiler

as a broker once said to me, "its really tough to get, but you're my boy, i can get you some at that price"
Negligible Capital@negligible_cap
*SPACEX IS SAID TO TARGET MORE THAN $2 TRILLION VALUATION IN IPO Previously $1.75T. $SATS cruising
English

A $470 million Buffett disciple just closed his fund and declared stock picking is dead.
This is literally the most BULLISH SIGNAL for active management I've seen in years.
Guy Spier ran Aquamarine Fund for 28 years out of Zurich. Returned 1,186% since 1997. Won a charity lunch with Buffett in 2007.
And he just gave up.
His reason is that AI is making research obsolete. Everyone has access to the same data. The edge is gone.
I've heard this EXACT argument before.
In 1999, they said the internet eliminated information advantages.
In 2007, they said quant models had solved investing.
In 2012, they said passive indexing made stock picking pointless.
Every single time, the obituary for active management was written at PRECISELY the wrong moment.
Here's the data Wall Street doesn't want you to focus on:
In the first half of 2025, 46% of large-cap active managers BEAT the S&P 500. Only 22% of small-cap managers underperformed their benchmark. That's the best showing for small-cap stock pickers in over two decades of SPIVA data.
The moment everyone is giving up on active management is the moment active managers are performing BETTER than they have in years.
Meanwhile, investors yanked $640 billion from active mutual funds in 2025. Passive funds now control 55% of total US fund assets.
This is textbook contrary indicator territory.
When money floods mindlessly into index funds, it creates the EXACT inefficiencies that skilled stock pickers exploit.
Passive funds don't analyze balance sheets. They don't question management. They don't distinguish between a company trading at 8x earnings and one trading at 80x.
They just buy whatever's in the index regardless of price or fundamentals.
You can't call that investing.
And I'm not done here yet:
The Mag 7 stocks that drove the S&P 500 for two years are now spending $700+ billion annually on AI infrastructure with NO measurable productivity returns for most companies deploying it.
As valuations continue to compress, passive investors own every single one of those overpriced names by default.
Active managers can CHOOSE not to.
That's literally a superpower.
Spier said the Buffett-and-Munger approach of finding overlooked, high-quality companies at reasonable prices no longer works because "everybody is looking everywhere."
With respect - no, they're NOT.
Everybody is looking at the SAME 7 stocks. The same mega-cap tech names. The same AI narrative.
Nobody is looking at small-cap energy companies trading at 5x earnings. Nobody is looking at commodity producers with fortress balance sheets. Nobody is looking at emerging markets trading at historic discounts to US equities.
THAT'S where the edge lives.
The best opportunities in my entire career have come when the consensus said a strategy was dead.
Active management isn't dying.
The lazy version of it is.
And for those of us willing to do the work, ignore the noise, and think independently?
We HAVE entered the GOLDEN AGE of stock picking.
The herd is running in one direction.
I'm going the other way.

English

@NickDrendel Thanks Nick, your time and energy much appreciated. Much respect for sharing the knowledge and trading live...not many brave enough do that. Thats where learn most listening to thought process every day.....
English

This is the type of trading you love to see. Great job @edgepacific coming back from October after doing the hard work and making a real plan. Trading a smaller account as you work out the kinks and sharpen your edge.
This is what traders do to become consistent! 👏

English

@FinanceLancelot true but not due to supply shortage, people panic bying and lots of rural people have storage capacity so filling up before prices go up
English

@AuclairsDad I just follow your for auclair photos and put up with stock stuff.....who cares about markets
English

@RealSimpleAriel @CryptoTice_ raoul such scammer...but lives in little cayman of the subs so theres always that
English

@CryptoTice_ Throw enough shit at the wall and eventually something sticks.
English

RAOUL PAL JUST DROPPED THE MOST INSANE PREDICTION OF 2026. 🚨
$3 trillion to $100 trillion
Same cycle as 2017.
Peak by June.
Everyone is watching the wrong signal.
It's not the halving. It's not the bill.
It's the cycle.
And Raoul Pal says we're in it right now.
AI money flowing in.
ETF billions piling up.
Global liquidity expanding.
Regulatory clarity arriving.
$100 trillion isn't a prediction anymore.
It's a roadmap.
June 2026.
Circle it.
The man who called the last cycle…
Just told you exactly when this one peaks.
Are you positioned?
English

@RealSimpleAriel in the nicest possible way, thats a cold hand you got there...just copy Nick for a while. umac up 12% of support gap and 10 day.....hot hand
English


@Fongern_FX Dreadfulmaths..were not losing all production just 15% big whoops...its the inflationary affect tgat matters
English

@NickDrendel You should try nz. Goes from doable 3.30 am to 2.30 am. Then when our clocks change goes 1.30 am.....eod trades until september
English

@AuclairsDad absolute heart goes out to you Benji. No better friend than a dog
English

@AuclairsDad Young girls beat to death for hair showing. Bomb these twats til people rise up.
English

@RealSimpleAriel You did a video before big event. I just presumed ypu wouldnt and didnt even look it...hope weeks celebratoon awesome
English

@RealSimpleAriel Retrace tp test neckline and fail...short party with soxs
English

@AuclairsDad Whats strange that. I get up at 3am to gamble hard earned money on squiggly lines. You do you benji..
English










