Translated from Spanish · See the original
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.
Leave me your email and I'll let you know when I publish something new.
Which private company would you like to be able to invest in? Here are mine: → 🚀 SpaceX → 🤖 OpenAI → 💰 Revolut → 💸 Stripe → 📊 Bloomberg → 👾 Valve → 🎮 Epic Games → 🛒 Mercadona
📊 I’ve built a portfolio analysis tool I’ve spent a week cleaning up the code and improving the tool. Everything’s more polished, consistent, and nicer now.
I'm moving back to Spain 🇪🇸 For those of you who missed yesterday's big news: over the next few months, I'm leaving my job in Switzerland and moving back to Spain to work on my projects full time. I have too many ideas and too much to do. And not enough time.
