INVEST IN ONE

The operations of the Orlog Capital fund have begun so I will stop writing on financial events, stocks, etc on this blog. Instead, I...

The discovery of the new South African variant yesterday caused global markets to fall dramatically as this new black swan event captured...

Another way to look at the Macau casino investment is simplifying the situation to binomial outcomes. The assumptions used are meant to...

The last few months and particularly the last few weeks have particularly interesting for my style of investing. Fears on a China...

The great Druckenmiller explains it. Same message as Dalio and the same thinking behind the bets being made by Dr Michael Burry:...

Chinese stocks have continued to sell off over the past few weeks and last week Europe and the US even joined in the fun. The news flow...

I've been increasing my invested position rapidly over the week and half as the market sold off Chinese stocks en-mass. Today we're...

With the sell down over the past few weeks, the risk/reward payoffs offered by our existing names have become too compelling to resist. ...

Pershing Square Tontine (PSTH) – Bill Ackman’s SPAC, finally announced a deal post market close on June 4, 2021 - to acquire 10% of...

Two wonderful interviews to share: https://www.livewiremarkets.com/wires/making-money-from-unloved-and-out-of-favour-stocks Interview...

I like to see like minded investors on the register of companies I own or even better, increase their positions. Similarly their...

Market fears on US macro, US/China tensions (including de-listing of Chinese companies from US exchanges), covid-19 surge, China internet...

It's been over two months since my last update. Before I get to financial market thoughts I wanted to share a philosophy which I came...

Pre US market open today I want to jot down a few more thoughts on the WSB/Main Street revolution. Firstly I'll jump ahead to the main...

My last Thursday's post outlining my fears of contagion effects from GameStop on the US financial system was likely wrong. However the...

Watching the price action I'm sad but a bit relieved that my concerns on GME becoming a black swan event for financial markets is likely...

The old saying "its the bus you don't see that hits you" is never more appropriate than now. Unless you've been hiding under a rock,...

Another two weeks and the major global stock markets are still looking as frothy as ever. The spike in new retail investment accounts,...

January 7, 2021 was as a special day: Bitcoin breached $40k, Elon Musk become the world's richest man ($185bn) after Tesla's share price...

The animal spirits are strong in Bitcoin as prices hit >$30k and news and social discussions around it reach fevered pitch. The Bitcoin...