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Finance  / Insights  / Portfolio
Stocks Portfolio Overview 2023

Posted On 2023-01-06

This is an annual review of current portfolio positions. You can find a similar overview made last year here. Before 2022 H1 one might had thought 2021 tech rout was bad. Terror in investing math is an active can decline […]


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Finance  / Future  / Insights
The Ever Complex

2022-10-16

Another low-structure collection of recent thoughts about our seemingly ever complex world. This is supposed to be a stream of consciousness, despite staring at the title for minutes. Calling the shots Calling …


Art  / Musical Inspiration  / Quotes  / Value
Don’t Worry, Be Happy – Tribute to Genius

2022-09-11

Discovered a remix of "Circle Song 6" by Bobby McFerrin this week, after swimming in Sunday's Youtube waters decided to listen to original. Then got auto-played this 52 minute long …


Finance  / Insights  / Portfolio
Portfolio update #18: Aterian Exit, Digital Turbine Add; Macro comments

2022-06-04

This could have easily been a twitter thread, but don't want this blog to become a ghost town completely. Furthermore: both companies mentioned in title had/have a deep negative impact …


Life  / Personal Growth  / Travel
Nepal’s Three Passes Trek – Tips for Solo Travelers

2022-04-29

Trekking and climbing in Nepal's Himalayas happens in one of two season openings: Spring (late March-May) and Autumn (October-November). We (2 guys) landed in Kathmandu on evening of 2022 April …


Insights
Ukraine – of course it’s about Energy

2022-03-05

While public attention for past years had been on Nordstream2, Gazprom and former German chancellors (mine too), today I learned even more important facts, that in my opinion were the …


Finance  / Insights
Kazakhstan’s SuperApp: Kaspi.kz

2022-01-21

Similarly to Reliance Industries write-up, I'll try to abstain myself from going too deep. I think what Kaspi.kz is today is a testament of superb execution by management and continuous …


Finance  / Insights  / Portfolio
Stocks Portfolio Overview 2022

2022-01-09

This is an annual review of current portfolio positions. You can find a similar overview made last year here. High growth side of portfolio has suffered a normalizing environment of …


Best of Internet  / Finance  / Insights  / Research  / Tutorials  / Value
How to: Effective Curiosity in Vastness of Internet

2022-01-06

About Tutorial This is a collection of software, browser plugins, general principles for information gathering and processing for humans. Although naturally I'm sharing what I use, my hope is that at …


Insights  / Life  / Literature
Loneliness in “Confessions of a Shinagawa Monkey” by Haruki Murakami

2021-12-23

Backstory A Friend has linked me this essay and asked for my opinion on it. It happened almost a year ago. I hope a Friend shall forgive me for my late …

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