This “Insights” category of posts reflects the Wonders of World, Knowledge, Conscious, Subconscious and even more goodies…
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 entrenchment of moat. I want to thank Better Nest for […]
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 …
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 …
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 …
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 …
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, …