Why I Bought Robinhood (And Why Prediction Markets Are Underpriced)
Every so often a company builds a new business in plain sight while the market keeps paying for the old one. That's where Robinhood sits, and why I bought.
What $HOOD (Robinhood Markets Inc.) is now
Robinhood used to be one thing:... Mehr anzeigen Übersetzen
Selling a Winner, Buying the Unloved: My Last Four Trades
People ask me more about my sells than my buys, so let's start with a sell I'm glad I made.
Nebius: bought at 150, sold at 290
I bought $NBIS.US (Nebius Group N.V.) because it was cheap relative to what it was building. I sold it because... Mehr anzeigen Übersetzen
Welcome, and thank you
To everyone who has started copying me over the past weeks: thank you. Putting your own money behind someone else's decisions is a real show of trust, and I don't take it lightly. I'll try to earn it the boring way, by being consistent and by explaining what I do rather... Mehr anzeigen Übersetzen
Why I'm Buying Zeta Global (And Why Wall Street Still Sees It Wrong)
Every once in a while, the market puts a label on a company and refuses to update it. Zeta Global is, in my view, one of those cases - and that's exactly where the opportunity sits.
The simple version of what $ZETA.US (Zeta... Mehr anzeigen Übersetzen
Why Investing is a Marathon, Not a Sprint:
My Portfolio Analysis
Investing is often framed as a "get-rich-quick" scheme, but if you look at my performance over the past few years, you will see the reality: investing is a process of trial, error, and, most importantly, sticking to a disciplined... Mehr anzeigen Übersetzen
The Beijing Summit
Trump, Xi, and the 1 Trillion Dollar Flight
This week, the world watched closely as Donald Trump wrapped up his state visit with Xi Jinping in Beijing. Trump described the meetings as unforgettable and world-renowned, while Chinese state media called it a historic landmark. While... Mehr anzeigen Übersetzen
The Power of Patience and a Clear Vision
As an investor, it is often said that time in the market beats timing the market. For me, that sentiment has truly resonated since I began investing more seriously in 2023. My latest portfolio update reinforces a core belief: a disciplined, long-term strategy,... Mehr anzeigen Übersetzen
📈 Portfolio Update: Why Market Fear is SoFi’s (SOFI) Best Friend
Performance:
YTD: -4.8%
2025: + 32.1%
2024: + 29.6%
The markets have been incredibly volatile lately. Headlines are dominated by uncertainty, and "Fear" is the prevailing sentiment. For many, this is a signal to retreat.... Mehr anzeigen Übersetzen
Performance:
YTD: + 5,3%
6M: + 20,5%
1Y: + 39,7%
Portfolio Update: Why I Added Adobe & ServiceNow
Recently, a lot of investors are worried that AI will replace large software companies. That fear has pushed down the prices of several high-quality businesses, even though their fundamentals remain... Mehr anzeigen Übersetzen
Venezuela is back in the headlines.
After the fall of Maduro, the United States has said it wants to play a major role in rebuilding the country’s oil industry. Large American oil companies are reportedly ready to invest billions to restore production, infrastructure, and exports.
Markets didn’t ignore... Mehr anzeigen Übersetzen
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