Every thesis out there starts by explaining why the investment is compelling, and ends with a bullet point list of potential risks.
Should I sell or should I not?
An interesting study on the theoretical return of a God-like active investor
Performance My 2021 time-weighted return was 28.9%, putting me squarely in the who-gives-a-fuck category. I got lucky and it could’ve been much worse, as I pretty much lost my marbles during the GME saga and made some speculative greedy bets that ended up evaporating about 30% of my portfolio.
Trump announced this Wednesday October 20th that his new company called Trump Media & Technology Group (TMTG) would merge with a SPAC called Digital World Acquisition Company (DWAC), with the purpose of creating a new social media (similar to Twitter) called “Truth”.
Webcast featuring William Green (@williamgreen72), Guy Spier (@GSpier) and Matthias Knab (@MatthiasKnab). I have read and greatly benefitted from Guy Spier’s wonderful book “The Education of a Value Investor” and have just received William’s highly praised “Richer, Wiser, Happier”, which is next on my reading list.