$gme
gamestop
gme
investing
metaverse
video games
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 value here. This is my strategic vision for unlocking that long-term value, written as if I were on the management team. Choose the right battle …
Continue reading “GameStop’s Moral Mandate – Go Big or Go Home”
behavioral psychology
decision making
investing
mistakes
personal development
Personal Growth
psychology of money
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 the time, I was a professional investment analyst. I thought I knew what I was doing. But I made a colossal mistake and lost a …
Continue reading “My worst investment mistake and 3 lessons learned”
Entrepreneurship
equinix
investing
portfolio management
silvergate
slate grocery reit
stocks
**Update January 2021** – 2021 results have been published. 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 well—2017, 2018, and 2019 were mediocre—when I underperformed the market on average. Extreme pessimism & extreme …
Continue reading “My 2020 stock portfolio performance and 3 lessons learned”