My relationship with alcohol has a long history and in this blog post I want to put a topic to rest. In 2015 I had a shocking realization: I like myself more when I’m tipsy, than when I’m sober. “Wow, […]
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. …
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 …