I’ll try to make it an annual tradition to review positions in equities portfolio at the start of the new year. This is the second issue of this format post. You can check review from 2020 here. Year 2020 has […]
Up until the end of 2020 I couldn't find a quantitative bridge between value and growth investing. Loss making companies priced at 30x sales seemed absurd. Amazons, Microsofts, Facebooks and …
Little story below happened last week. It has loopholes, but it's too weird to be just a coincidence. On internet, I stopped believing coincidences when in 2019: I was zombie-scrolling facebook, …
Life is filled with abstractions. And the only way we make heads or tails out of it is through intuition. Intuition is seeing the solution. It’s emotion and intellect going …
Portfolio Updates This is exceptional year for most, including for my portfolio. I had been selling and adding positions at higher pace than any year before. In the the process of …
Initial Spark - Facebook Acquisition In the midst of COVID19 Pandemic (2020 April 22 to be exact) Facebook announced it had purchased 9.99% minority stake in Jio Platforms - digital arm …
Modern people can't see God because they won't look low enough - Carl Gustav Jung Year 2020 needs simple miracles. I have these stories in my head, that I keep carrying …
Future is already here, it's just not equally distributed - William Gibson This is a long due analysis of my learning about Jack Dorsey's second listed company Square Inc (NYSE: SQ). …
Reddit's The Place In 2017 April Fool's Day Reddit launched a social experiment called "The Place". In a dedicated subreddit /r/place a huge blank canvas appeared, where people could color one …
The Listener Years ago, when I was learning ins and outs of dating, I would sometimes encounter beings I called "Black People". That's not a race by any means, that's a …