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, now that I think about it. Debugging (overly analytical thinking)+ […]
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4 months since last post must be a record. Time flies. I do have a good excuse however. Talk about Generalism... The Fam Eurotrip I got this very close cousin. She celebrated …
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 …
Two years ago I had a puzzle of automating some of my Excel charts. I could't find a tutorial on how to create financial quarterly column charts based on dynamic …
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. …
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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 …
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, …
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 …
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 …