It has been a while since I wrote about my p2p investments. Nothing relevant happened, just few good and bad news here and there. The main disappointment is that initially, p2p was meant to ‘democratise’ an asset class that was Read more
When I was 17 I went to the US for a 1 month basketball tour with my Italian team; every two nights we were sleeping with a different family in a different town, but there was a ritual that happened Read more
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