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The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong
An overlooked eastern consumption trend.
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13
Hong Kong Part 2: 7 Large Caps I actually bought
and a small commentary about macro.
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12

March 2024

I went through the financials of every stock in HK - Part 1
Things I didn't buy, but that might be interesting.
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7

January 2024

2023 Review: A lesson in risk management.
Should have went long only
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12

October 2023

Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity
and Emerging market banks
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15

September 2023

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
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9
Looking through Anime stocks, sharing my Google Sheets note script
Czecking out a new market.
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4

July 2023

Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio
and a short look at DOCS, FEVR, GAW
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2

April 2023

Q1 Review (-40.2% YTD): What happens when you disregard your own rules, visiting NYC/Omaha and oil producers in Kurdistan ...
Lion Rock Group Holdings update
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9

March 2023

Learning from two polar opposites: Leucadia and Victor Niederhoffer, Nvida Update and Future of the newsletter
Why I will never go full paid and the Shitco Index
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February 2023

Nvidia the most overvalued stock in the market
The Cisco of AI
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4
Bubble Party
Valuations back on top again
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2
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