Tag Archives: stocks

cloudflare

kelly partners group

alphabet

roblox

axie infinity

pubmatic

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$eos

atlassian

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investing

Public Market Investing

silvergate

stocks

Yishi’s stock portfolio 2021 review & reflections

My portfolio returned 53% in 2021, vs. 29% for the S&P. Here is a closer look: Disclaimer: I am not a registered investment advisor. Nothing I write should be construed as investment advice or the solicitation of investment. This is for educational and entertainment purposes only. Notable winners: Overall, my biggest positions performed well. Silvergate …

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Entrepreneurship

equinix

investing

portfolio management

silvergate

slate grocery reit

stocks

My 2020 stock portfolio performance and 3 lessons lea...

**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 …

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$eos

defense industry

electro optic systems

investing

space debris

stocks

Electro Optic Systems (EOS) – a unique defense company

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 is a huge problem for humanity. This scene from the movie Gravity demonstrates the problem pretty well. Orbiting space debris travel 7x faster than bullets. …

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