SpaceX IPO: A Hedge against AGI
This week on June 12th, SpaceX will hold its Initial Public Offering (IPO) and become a public company for the first time.
DIY Investing Newsletter
MicroCap Stocks / Investing - Focus on Illiquid, High-Quality, Good Management
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Latest posts
Mental Model: Useful Falsehoods
As an investor, and as an individual seeking success in life, I believe it is important to understand that there are concepts that can be demonstrably proven false while still being useful to behave as if they are true.
Solitron Devices - A Future 10-Bagger
Updating the Long Thesis on my Largest Stock Holding
Solitron Devices makes a Transformative Acquisition
Thesis revisited as we enter a new stage of growth
Interpreting Management Red Flags
Insight into how I process unexpected developments
The Ingredients of a Compounder
Key Criteria I look for when buying a stock
What's your favorite stock that I've written about and why?
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Onfolio Holdings - Buy Thesis (ONFO)
A one-pager analysis of the key reasons I'm buying stock in $ONFO
Portfolio Update (Q2 2023)
Portfolio Performance, Holdings Update, and Future Outlook
Regional Bank Trade
Due to the massive market dislocation in the banking sector due to the failure of Silicon Valley Bank, I have decided to execute a rare short term option trade.