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. You can check review from 2020 here. Year 2020 has […]
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 …
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 …
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 …
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). …
Litgrid Company Profile Litgrid is a Lithuanian national electricity transmission system operator. Put simply: buys wholesale electricity in NordPool, collects percentage allowed by regulator, sells to distributor ESO. Price performance over the …
Recent Inter RAO Lietuva Stock Developments No new press releases were announced. Inter RAO Lietuva company's Q4 report is due in around a month, but the stock price has rocketed last …
Ever since I wrote a complete Baltic Equities Market Overview, I dreamed of writing similar at least once each quarter. Then each half-year and it seems, I won't have an …
Position Details Before 2019 year ended I have sold my Auga Group position at the average loss of -24.07%. After holding Auga equities for a little less that 1.5 years this …
In Autumn of 2016, I asked my friend: name at least one listed Canada company. We could not come up with anything. I had no idea three years later I …