Has there ever been a more spectacular start-up failure than Quibi in 2020? $1.4 billion down the drain. Total shutdown merely 6 months after launch. Quibi built a product without...continue reading
GameStop can become the physical gateway to various virtual worlds. And this is a TRILLION-dollar opportunity. As insane as the GameStop story has been, I think there could be long-term...continue reading
I stared at the screen in disbelief. My biggest stock position was down 90%. $30,000 of my hard-earned savings down the drain. Permanently. How the HELL did this happen? At...continue reading
I left my full-time hedge fund job in May 2016. Subsequently, 2017 was my first full year of investing without constraints, and here are my results: While 2020 turned out...continue reading
Years ago, when I worked as a hedge fund analyst, I dove deep into the satellite + space imaging industry. The most interesting thing I learned was that space debris...continue reading
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to...continue reading
These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of...continue reading
These “stable cash generators” comprise 47% of my portfolio as of 9/30/2020. These 4 companies aren’t growing particularly fast, but I like the risk-reward trade-off. It is unlikely that any...continue reading
Here is an overview of my personal stock portfolio as of September 30th, 2020. The 15 companies I own span a wide variety of industries. US centric with global revenues:...continue reading
This summer, a casino opened up right by Boston. And I’ve swung by a few times to play Texas Hold’em — low stakes cash games. As mentioned in my Liar’s Dice...continue reading