่กจ็Žฐ
ๅ…จ้ƒจ

-15.75%2025
2025
75.53%2024
2024
33.75%2023
2023
-28.55%2022
2022
24.77%2021
2021
53.01%2020
2020
75.5%0%-75.5%
็ƒญ้—จ
Linsanity1
ๅฅฅๅœฐๅˆฉ
March Market Update What weโ€™re seeing right now is a 180 turn since the US election. The initial optimism surrounding Donald Trumpโ€™s election as president has faded. Optimism has turned into skepticism. Investors are overwhelmed by the slew of executive orders, policy changes, and aggressive tariff... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
9็š„2
1 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
Robinhood crushed earnings. This is their best quarter ever, with more than $ 1 billion in revenue. And it's our largest position right now. Hereโ€™s a snapshot of what they delivered: ๐Ÿ”น EPS: $ 1.01 (Est. $ 0.43) ๐ŸŸข ๐Ÿ”น Revenue: $ 1.01B (Est. $ 920.41M) ๐ŸŸข; UP +115% YoY ๐Ÿ”น Adjusted EBITDA: $ 613M... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
11็š„2
2 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—ง๐—ต๐—ผ๐˜‚๐—ด๐—ต๐˜๐˜€ ๐—ผ๐—ป ๐——๐—ฒ๐—ฒ๐—ฝ๐—ฆ๐—ฒ๐—ฒ๐—ธ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฆ๐—ฒ๐—น๐—น-๐—ผ๐—ณ๐—ณ What weโ€™ve seen today is one of the biggest sell-offs in recent history. For those of you who might not be aware, hereโ€™s a quick summary: - Chinese-owned DeepSeek (DS) has hit #1 in the App Store, driven... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
6็š„2
5 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
๐—” ๐—ฅ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ! 2024 was our best year since inception. Here's a look back at last year: ๐—ข๐˜‚๐—ฟ ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ: ๐Ÿณ๐Ÿฑ.๐Ÿฑ๐Ÿฏ% S&P 500: 23.30% The markets performed better than just about anyone expected. I was pretty bullish all year, but even I underestimated the strength we saw last... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
11็š„2
3 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
One of the biggest mistakes investors make is forgetting to play defense. We never know whatโ€™s going to happen in the market. There are no certainties, only probabilities. But being dogmatic, whether bullish or bearish, is a costly mistake. You need to adjust to the market conditions: โ†’ When conditions... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
11็š„2
2 ๅ›žๅค
1 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
*****๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: ๐—ก๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ โ€˜๐Ÿฎ๐Ÿฐ***** Performance YTD: ๐Ÿด๐Ÿฐ.๐Ÿญ๐Ÿฎ% November: ๐Ÿญ๐Ÿณ.๐Ÿด๐Ÿด% November has been our second-best month so far in 2024. I hope you all enjoyed the early Christmas present. This brings our YTD return to 84%. But it was definitely an intense month. I... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
6็š„2
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Linsanity1
ๅฅฅๅœฐๅˆฉ
Here's what most investors get wrong: โ†’ You can be right a lot and still lose money. โ†’ You can be wrong a lot and still make money. Itโ€™s not about being right or wrong. Itโ€™s about how much you make when youโ€™re right and how much you lose when youโ€™re wrong. Period. If your losses outweigh your... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
5็š„2
1 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
This is a bubble. In 2000, the dotcom bubble burst. A key sign of a bubble is crazy price-to-earnings ratios. Look at the chart comparing Cisco and Nvidia. Cisco was the star of the dotcom bubble. Nvidia is the star of todayโ€™s AI hype. During a bubble, stock prices start to decouple from earnings. For... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
18็š„2
2 ๅ›žๅค
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Linsanity1
ๅฅฅๅœฐๅˆฉ
Itโ€™s easy to be pessimistic. Most people are pessimistic because it's convincing. It lets them avoid trying. But the world was built by optimists. And being optimistic is hard. Optimists do the tough work to make good things happen. When youโ€™re pessimistic, you cut corners and make choices that... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
17็š„2
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Linsanity1
ๅฅฅๅœฐๅˆฉ
๐—”๐—ฟ๐—ฒ ๐˜„๐—ฒ ๐—ถ๐—ป ๐—ฎ ๐—ฏ๐˜‚๐—ฏ๐—ฏ๐—น๐—ฒโ“ Everyoneโ€™s asking this question right now. So, letโ€™s break this down. There are four main signs of a major bubble: 1. Lots of IPOs 2. High P/E ratios 3. Low dividend yields 4. Lots of speculation Before we look at each of them, hereโ€™s how Howard Marks, one of the... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
่ตž ่ฏ„่ฎบๅˆ†ไบซ
5็š„2
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ๅ…ณไบŽ Linsanity1
ๅฅฅๅœฐๅˆฉ
็ญ–็•ฅ: ๅขž้•ฟ็ญ–็•ฅ

Engineer and Venture Capitalist with 10+ years of investing experience.
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