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End of Blog/Beginning of Orlog Capital
The operations of the Orlog Capital fund have begun so I will stop writing on financial events, stocks, etc on this blog. Instead, I...
Yermit
Jan 12, 20221 min read
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The limits of analysis
The discovery of the new South African variant yesterday caused global markets to fall dramatically as this new black swan event captured...
Yermit
Nov 27, 20212 min read
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Betting on the House: the maths angle
Another way to look at the Macau casino investment is simplifying the situation to binomial outcomes. The assumptions used are meant to...
Yermit
Sep 23, 20212 min read
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Betting on the House
The last few months and particularly the last few weeks have particularly interesting for my style of investing. Fears on a China...
Yermit
Sep 22, 20216 min read
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