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 bad. Terror in investing math is an active can decline […]
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Growth Stocks
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 …
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 …
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