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
More than a year ago I wrote this post on how returns in the p2p world will shape in the future. Time for a victory lap? Recently RateSetter, one of the pioneer of the sector in UK, announced the closing Read more
As the GME saga unfolds, I think there is an ever-lasting lesson to repeat here. Yesterday, while I was q-ing under the rain to do grocery shopping, I listen to the latest episode of The Compound Show with Josh Brown: Read more
This graph was all over internet recently: One side of the story is that companies got ‘smarter’, understood that investors pay for growth and therefore re-invest every single dollar of cashflow into the business. The way that Amazon did. The Read more
I just started investing in EvoEstate, I did not do any platform review because I usually wait at least one year and see how it works before expressing my findings. The founders are supposed to be expert in the sector Read more
I first wrote about leverage more than one year ago, time flies! It was a good introduction at the concept and what were my initial thoughts. I am not sure how I will ‘develop’ this series of post, maybe one Read more
The most read post on this blog in 2020 has been this: Scott Galloway is a terrible stock picker. It is funny to me because this is a topic at most tangent with what I usually write about. I love Read more