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Finance  / Insights  / Portfolio
Stocks Portfolio Overview 2021

Posted On 2021-01-18

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 […]


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Finance  / Future  / Insights  / Personal Growth  / Quotes
Value Investor’s “Expensive” Fallacy

2020-12-31

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 …


Insights  / Social Conditioning
You’re a Pixel. Social Media Killed Coincidence

2020-12-09

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, …


Art  / Cinema  / Insights  / Life  / Outta bubble  / Quotes  / Value
Missing Abstract Thinking

2020-11-28

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 …


Baltic Equities  / Finance  / Portfolio
#17: Add Reliance & Etsy. Complete Sale of Baltic Horizon

2020-10-25

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 …


Finance  / Future  / Insights
Reliance Industries – Gateway to India’s Growth

2020-10-24

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 …


Insights  / Life  / Quotes  / Social Conditioning
Alchemy of Miracles

2020-09-30

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 …


Finance  / Insights  / Portfolio
Thesis for Next Decade: Rounding up the Square (SQ)

2020-09-06

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). …


Art  / Best of Internet  / Value
Meaning of Reddit Experiment – The Place

2020-06-28

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 …


Art  / Cinema  / Musical Inspiration  / Value
Black Beauty Music Selection

2020-06-20

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 …

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    • Missing Abstract Thinking
    • #17: Add Reliance & Etsy. Complete Sale of Baltic Horizon
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