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 on portfolio, which I think is worth discussing for my […]
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 …
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 …
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 …