In this Category of Finance we will try to untie the Confusing world of Finance, Economics and Investing and make it Simple and Applicable.
This is an annual review of current portfolio positions. You can find a previous annual overviews here. This year I expanded more how I see US equities going into 2024, but let’s start with portfolio first. Stocks Portfolio A positive […]
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 …
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 …
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 …
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 …
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 …
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 …
Lately I have these invisible skepticism glasses put on and I find it hard to be empathetic and see best in people. It might be a side effect of coding, …
A month ago Sam Altman, CEO of OpenAI published an article "Moore's Law for Everything" which is an alarmist bell from AI industry insider and a call for policy change …
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. …