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The effects of social media on the individual investor (Part 2)
How posting about your portfolio and positions can influence your decision making
Sep 15
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The effects of social media on the individual investor (Part 2)
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Stage theory and changing your mind and shorting yourself
How stage theory can help fundamental investors, an example.
Jul 10
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Stage theory and changing your mind and shorting yourself
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2024 H1 Returns Review
Big Tech learnings, position review.
Jun 29
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2024 H1 Returns Review
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$IGIC - My Research Notes
International General Insurance Holdings
May 14
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$IGIC - My Research Notes
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Moberg Pharma - My Research Notes
Their nail fungus drug could be a very profitable venture.
Mar 31
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Moberg Pharma - My Research Notes
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Supply Side Investing - Evolution AB
Best lesson from Capital Returns and how it applies to the live casino industry
Mar 2
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Supply Side Investing - Evolution AB
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Fairfax Short Report: My Initial Thoughts
Not dramatic
Feb 8
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Fairfax Short Report: My Initial Thoughts
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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
Feb 4
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Breaking Through the Fear: Investing at All-Time Highs and the Power of Strong Fundamentals
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