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Insights  / Life  / Personal Growth  / Social Conditioning
Twist in My Sobriety

Posted On 2021-02-14

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, […]


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Finance  / Insights  / Portfolio
Stocks Portfolio Overview 2021

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. …


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 …

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