Skip to main content

Posts

Featured

Q1 2024: 17.88%, CNOOC, Topicus, BestMart 360 and Plover Bay

Disclaimer: Nothing on this site, including this page, constitutes investing advice. Please do your own due diligence. I’ve been investing seriously for a few years now. While I can’t claim to have balance sheet x-ray vision, I’ve never had industry experience, we have been beating the market for some time so I’d like to claim I am not a completely incompetent investor. I wanted to start documenting my journey a little more publicly for a few reasons: to hold myself accountable so I don’t do anything so stupid I’d feel bad for sharing it publicly, to share more of how I think with our future kids years down the road (they are the most important beneficiaries, I think about them as I write this), and maybe there are folks out there that might want to chat about investing. Q1 performance in 2024 is 17.88%. I suppose this stacks up favorably to the SP500’s 10.79% or the Nasdaq Composite’s 9.32% but I’m not sure if even having a benchmark makes any sense. I am investing for our future fami

Latest Posts

Everyone is an idiot, especially me

Why Nvidia could continue to win and why semiconductor design companies are low quality businesses

Warner Brother's Discovery (WBD)

Corner case where indexing doesn't work well

Incentives

How to set up a data warehouse in a day without any code

How to get 70 job interviews in 17 days

What marketing might look like in the future

Differences and similarities in web servers

Code = f(English)