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 macro shots as a Generalist – is a […]
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 …
Putting Aside Personal Life Like any other investor I was looking for a dip in the market to enter some forever-expensive software companies (won't expand today). As Corona Virus (COVID) pandemic …
Yesterday Investors Association had an event to discuss current global and local financial affairs. Few weeks ago for the first time I made some notes and found it quite useful …