The effects of social media on the individual investor (Part 2)

Stage theory and changing your mind and shorting yourself: How stage theory can help fundamental investors, an example.

2024 H1 Returns Review: Big Tech learnings, position review.

$IGIC - My Research Notes: International General Insurance Holdings

Moberg Pharma - My Research Notes: Their nail fungus drug could be a very profitable venture.

Supply Side Investing - Evolution AB: Best lesson from Capital Returns and how it applies to the live casino industry

Fairfax Short Report: My Initial Thoughts: Not dramatic

Breaking Through the Fear: Investing at All-Time Highs and the Power of Strong Fundamentals: Buying at All-Time Highs can be scary, but charts can be misleading

SDI Group PLC - Is it worth it?: Short-Term looks bad, but what about the Long-Term View?

2023 Investment Mistakes and Learnings: Focus on not messing up and you will make a ton of money

$PAGS - Brazil Lowers Interest Rates: How To Profit From This?

Social Media and Investing - Not a great idea: Content creators do not share incentives with their audience (mostly)

Water Intelligence - Quick Update: Comments on 2022 and Q1 2023 results

Life Science Tools and Services - Sector Analysis: One of the most resilient sectors in the market... Great hunting ground for compounders. Quick overview

Portfolio Review - May 2023 (2) + Fairfax: Is Fairfax really such a high margin of safety opportunity? Adding Exposure

Portfolio Review - May 2023 (and some thoughts): My learning curve, Concentration and Catalysts on undervalued stocks

Interest Rates: How To Profit From This?: What worked in the way up and what will work in the way down

On Waiting For a Fat Pitch and Swinging Hard: My thoughts on Catalysts, the META Drama, 3M and the Stanley Druckenmiller interview

Auto Partner - The Polish Compounder: Fundasy Investor explains the investment thesis on Auto Partner

Investing Strategy Update and Portfolio Review - March 2023: Full discussion of my strategy going forward. Disclosure of all my positions.

Event Driven Investing: How to Get Crazy Returns with Kuppy's Investment Style. My research.

Georgia Capital PLC: Trading at a 60% discount to NAV with a great Owner-Operator... What about risks?

Alphabet Sale - My Thoughts on Margin of Safety: My number one priority is protecting capital. A quick review on the sale.

Portfolio Review - February 2023: Meta up big. Doubled down on Water Intelligence. My positions.

Portfolio Review - January 2023 (update): Small update since I have changed the portfolio structure