I do not have a lot of inspiring thoughts these days. I spent the last two weeks teaching my daughter how to pee in a pot: despite the huge effort needed, there are not big lessons to get out of Read more…
This is my third post about leverage, you can find the first introduction here and a second, practical implementation, here. In particular, I want to comment this recent paper from JPMorgan that I found really interesting (spoiler alert: I agree Read more…
This is a quick, lazy post. I do not own any single name stock since almost four years (lie! I owe uncle Warren stock actually!), last IPO I participated in was in 2006. It is a part of the market Read more…
You do not have the time to finish to write about ‘a legit Go&Grow‘ that you find it on Seedrs…or not? Loanpad is a new UK p2p platform that aims to offer the operational simplicity and control of an online Read more…
And for a period of time, it certainly seemed so. I was reading bloggers (yeah, not investors) making yearly returns of 11%, 12%, even more than that. I was asking myself why I was only cautiously deploying capital into p2p Read more…
Two weeks ago I did not know the existence of Greensill, I bet 99% of the readers of this blog do not neither. Their website was taken down last Wednesday, so not more luck if you wanted to have a Read more…
Josh Wolfe of Lux Capital frequently uses the concept of directional arrows of progress, meaning that technologies are directionally predictable; this concept might be extended to other fields: for example, trading costs are an arrow, their direction was downward and Read more…
Last week I decided to do a bit of a change, instead of passing my days sit at my kitchen table working, I took a week off…to pass my days on the couch in front of my kitchen table. At Read more…
I started investing in DoFinance in mid 2017 and I wrote a review in Nov 2019, so like 20 years ago. The VID was not kind to their business model. In a traditional p2p platform, an investor lend money to Read more…
My personal investment trifecta: passive income, uncorrelated to stock market, good topic at a party (once we will be able to go to one). A music royalties investment company, Hipgnosis Songs is the brainchild of Merck Mercuradis, former manager of Elton Read more…