2024 Review

Rant After Hours #2

First After Hours Rant Episode

Don't buy the dip on Crowdstrike's outage. Short it instead

Banned on Twitter and why does no one invest like Buffett when everyone idolises him?: a post risk world and a podcast interview!

Diary from Hong Kong and Shenzhen: On the ground research ...: and the small caps I also bought

The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong: An overlooked eastern consumption trend.

Hong Kong Part 2: 7 Large Caps I actually bought: and a small commentary about macro.

I went through the financials of every stock in HK - Part 1: Things I didn't buy, but that might be interesting.

2023 Review: A lesson in risk management.: Should have went long only

Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity: and Emerging market banks

Problems at Unity and adding diversification to the portfolio with companies trading at the lowest valuation in the last decade: Global Atomic, Gulf Keystone Petroleum, Rubis, Bakkafrost

Looking through Anime stocks, sharing my Google Sheets note script: Czecking out a new market.

Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio : and a short look at DOCS, FEVR, GAW

Q1 Review (-40.2% YTD): What happens when you disregard your own rules, visiting NYC/Omaha and oil producers in Kurdistan ...

Learning from two polar opposites: Leucadia and Victor Niederhoffer, Nvida Update and Future of the newsletter

Nvidia the most overvalued stock in the market

Bubble Party

Uranium just turned reflexive and why it's great news that Kazatomprom missed production

Over 1000 subscribers ! What makes a mistake a mistake in Investing and the most obscure stocks ... in the world

Quantitatively wadding through Hong Kong small caps, cutting my offshore positions and improving Japanese shareholder returns...

Chinese Internet stocks the best performing sector in 2023 ? A look at Stellantis and HK activist David Webb's holdings...

2022 in Review: +144.74% and my current portfolio

Favourite Books of 2022 and what I think will do well in 2023, closing the Carvana chapter, selling my longest held stock...

Diving into the companies of Peter Cundill's Screen