On X
Posts about investing: companies, valuation, markets and how I manage my portfolio.
123 posts
📈 10x stocks: the DNA of multibaggers
This very special group of stocks has different properties from normal stocks. In today’s article, we talk about a paper that explores these properties and their unique characteristics
A must-read for anyone who wants to understand…
The “fundamental” investor has a lot to learn from quantitative finance (and vice versa).
The first doesn’t know the effects but knows the causes. The second knows the effects well but ignores their causes.
The conversation between @MikeCAGR and guest @ID_Research_ led me to discover his channel.
Now I’m hooked on the ones with the other investors too
Highly recommend them!
Building an investment tool with an aesthetic inspired by NieR: Automata's interface
I'm a proper nerd 😎
I don’t think anyone in the Spanish community talks about $CROX. Before today’s drop, it was up 40% in a month.
It’s a shame buybacks won’t be at such good prices anymore; last year, they bought back 10% of the company.
Right now I’m pretty swamped with work, the move, paperwork… you know 😅
But once I’m back in Spain and settled, the plan is to bring you more and better content.
More interesting stuff about entrepreneurship. About investing. And about that strange intersection between the two.
I’ve got some really cool ideas.
So… *stay tuned* 🚀
btw one of my many side projects right now is collecting first-hand insider buying / selling info
I might make it public on Find My Moat and make 15 other paid tools obsolete
What’s the best or worst financial decision you’ve made that still haunts you to this day?
I’ll be in Madrid for most of December. Anyone up for meeting to talk about entrepreneurship or investing?
Want to really understand human psychology?
Forget Shakespeare. Open an investment account and start a journal.
Suddenly, you experience every cognitive bias imaginable. Every single one.
Confirmation bias, overconfidence, loss aversion, herd mentality… you name it.
