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Philoinvestor: an autointerview
An interview on investing with first principles.
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Twitter Threads š¦
Interesting threads by @philoinvestor & guest stars.
Shipping as options trading
I wrote this small piece 7-8 years ago after thinking about the shipping industry and studying it for years. Shipping as options trading When purchasing an options contract, you pay a premium. When you invest in a ship, you pay the purchasing price for that ship. When buying that ship
Why you want stocks to go down
A primer on why you shouldn't freak out whenever markets drop, and why you do.
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Rufus: Quest for the safe stock
You can't trust charts to tell you about business risk. The holy grail š of investing is PIV. And a BIG TECH WARNINGš„ŗ
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Farfetch to 10X?
Misunderstood as just a marketplace...but actually the technology stack for the global fashion industry.
Georgi Dinkov, Interesting Interview #1
Georgi Dinkov AKA Haidut on Vaccines, mRNA therapies, Genetics, Transhumanism, Metaverse, Cancer Stocks, Big Pharma/Tech, Coffee, Metabolic Diseases, Stress and Fatigue.
The dimension of time in financial markets
A treatise on time and its effect on asset valuation. Know what TIME you are getting in at. What can move time up and down.
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So you wanna be an investor?
Know what it takes. Be prepared. The rewards are massive.
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Rufus: Portrait of an anti-investor.
The story of Rufus the amateur investor and how he was so wrong by being so right. You need conviction to make money. Volatility is a constant in the financial markets.
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Double Standards & Great Expectations
You need preparation and mental fortitude to benefit from a great track record, itās never a straight line upwards. Donāt be blinded by smoke and mirrors, focus on the essence.
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Investing with a conservative mindset
Donāt get burned with an asset that looks conservative but isnāt. Donāt miss on amazing opportunities just because you think they are risky, when they arenāt.