#40 - Protect Your Creative Edge

Author

Graham Schroeder
January 10, 2025

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This week Fubo stock soared based on a Disney partnership, Nvidia mapped out 2025 themes, and why you should hold onto your creativity as you age.

Market Recap

  • FuboTV Surges with Disney Partnership

    • FuboTV ($FUBO) and Disney ($DIS) have announced a joint venture, combining Fubo and Hulu + Live TV under the Fubo brand, with Disney owning a 70% stake.

    • $FUBO resolved all disputes with Disney, Fox, and Warner Bros. Discovery, receiving a $220 million settlement for claims related to the Venu Sports platform.

    • $FUBO shares skyrocketed by 240% Monday, reaching a 52-week high, signaling strong market confidence in this transformative deal.

  • NVIDIA Expands into Generative Physical AI

    • $NVDA announced the expansion of its Omniverse platform at CES 2025 introducing generative AI models for applications in robotics, autonomous vehicles, and industrial AI. They also inked recent partnerships with Siemens, Microsoft​, and Toyota.

    • This included cutting-edge blueprints such as Mega for robot fleet simulation, Autonomous Vehicle Simulation, and Real-Time Digital Twins for engineering, highlighting $NVDA’s focus on accelerating industrial digitalization.

    • Robotics is emerging as a major 2025 investment theme, with $NVDA’s Omniverse offering innovative tools for developing AI-driven robotic workflows.

  • Private Equity Pushes for Access to 401(k) Retirement Funds

    • The private equity industry is lobbying the incoming Trump administration to allow retirement savings, such as 401(k) plans, to include private equity investments, opening access to trillions of dollars in assets.

    • Industry leaders argue that diversifying portfolios beyond index funds into private markets could provide higher yields but acknowledge concerns about potential risks and lack of transparency for individual investors​.

    • As private equity eyes 2025 for significant regulatory changes, this move could reshape retirement investing, sparking debates over balancing opportunity and fiduciary responsibility​.

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Freedom Fund Portfolio

This week the public portfolio saw a slight dip in total value of roughly -2% due partly to the decreases in Palantir ($PLTR) share price this week. Teradyne ($TER) was upgraded by analysts and the stock is trending +7% tied to market sentiment around NIVIDIA’s Consumer Electronics Show presentation around the future of robotics and robotics being a major theme going into 2025. During the first few months of this year I will plan to continue to add to my new $SOFI position in the low-mid teens.

  • Friday Freedom Fund Purchase:

    • 2 shares of $SCHB - Schwab US Broad Market ETF

    • 10 shares of $SOFI - SoFi Technologies

Freedom Fund Background: I created the Freedom Fund as a public brokerage account back in October of 2022 to share that anyone with a social security # and a bank account can begin their investing journey by investing a couple hundred dollars a week. Every week and month I post on X (@GrahamInvesting) public updates about the purchases, exits, dividends, and growth of the fund if you want to follow in real time. The biggest obstacle people have to investing is just getting started so I decided to start a new account at $0 to start from nothing with you.

Quote of the Week

Creativity in adulthood often comes from being able to maintain the imaginative, curious, and unfiltered mindset we possess when we are children. When you are young and have an innocent mind you view the world with wonder, curiosity, and imagination. When you are young you aren't boxed in by societal norms or fears of judgment.

As you grow older, societal expectations can suppress your creativity. As adults we are often encouraged to prioritize productivity, conformity, and practicality over imagination. As societal pressures begin to encroach on your life so can self-doubt and fear of failure or criticism. This time period starts when cliques are formed in grade school, social groups are built in college, and the old reliable “Keeping up with the Joneses” begins to chip away at you in your 20s and 30s. Between structured education and life routines a lot of times your focus will shift away from trying something new and sticking to what is set in stone for safety or to fit in.

The "child who survived" in a creative adult refers to someone who has managed to preserve their wonder, curiosity, and imagination. Refuse to give into all societal pressures and expectations as you age. Try and hold onto a piece of your childhood creativity and don’t forget to explore/express it. Creativity can thrive when we hold onto the essence of curiosity, wonder, and the courage to imagine without limitations or worry of judgement. At the end of the day no matter your age you can decide whether you are a creator or a consumer of the world you live in. Continue to work the system and the routines that society has set up for you to continue to build a life personally, professionally, and financially. But do not kick all your creative thoughts to the curb. Hold onto it and exercise it as much as you can. You never know what may come from it.

The purpose of this newsletter is to encourage you and our other 79 Gazette subscribers to start and stay consistent with your personal, professional, and financial journey.

Thanks for investing your time reading this.

Disclaimer: Graham’s Gazette provides information and resources related to investing, financial topics, and personal growth for educational and entertainment purposes only. The content presented is not intended to be construed as financial advice. Readers are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. Graham’s Gazette and its creators do not assume any responsibility for the accuracy or completeness of the information provided nor do they guarantee any specific results from such use of information.