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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Investing
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 …
This could have easily been a twitter thread, but don't want this blog to become a ghost town completely. Furthermore: both companies mentioned in title had/have a deep negative impact …
Similarly to Reliance Industries write-up, I'll try to abstain myself from going too deep. I think what Kaspi.kz is today is a testament of superb execution by management and continuous …
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 …
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, …
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 …
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 …
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 …