Author: evencio.alvarez14@gmail.com
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Bitcoin Sentiment is Running Hot [DIRTY DOZEN]
The winners have attained a mind-set—a unique set of attitudes—that allows them to remain disciplined, focused, and, above all, confident in spite of the adverse conditions. As a result, they are no longer susceptible to the common fears and trading errors that plague everyone else. ~ Mark Douglas, “Trading in the Zone” Good morning!In this…
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Richard Chu: $GOCO, $GDRX and Healthcare Investing
Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is anything but traditional.Chu didn’t have much investing experience after graduating college. Yet his passion for compounding wealth and knowledge boiled over into his first public investment write-up: Livongo…
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Great AI Companies: What They Are & How To Find Them
“It seems probable that once the machine thinking method had started, it would not take long to outstrip our feeble powers… They would be able to converse with each other to sharpen their wits. At some stage, therefore, we should have to expect the machines to take control.” – Alan Turing If that doesn’t smash…
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Bearish Setup in Apple [DIRTY DOZEN]
By definition, what works cannot be irrational; about every single person I know who has chronically failed in business shares that mental block, the failure to realize that if something stupid works (and makes money), it cannot be stupid. ~ Nassim Taleb, “Skin in the Game” Good morning!In this week’s Dirty Dozen [CHART PACK] we…
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Christopher Seifel: $CRWD, CANSLIM and High Growth Stocks
Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He’s quickly grown his Twitter following to over 13K.Chris focuses on high growth companies, portfolio construction and general market commentary. His newsletter articles feature deep dives on new and interesting…
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Japan’s Mothers Index: An Under-fished Reservoir of Growth & Value
Our job as investors is simple. We fish where the fish are. More importantly, we want to fish where other fishermen aren’t casting their lines. What good is inefficiency if every investor finds the same result? What good is a fishing hole if every fisherman has their line in the water?Japan’s early tech / IPO…
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Bitcoin’s Share of Liquid Markets [DIRTY DOZEN]
The characteristic feature of the loser is to bemoan, in general terms, mankind’s flaws, biases, contradictions, and irrationality—without exploiting them for fun and profit. ~ Nassim Taleb, “The Bed of Procrustes” Good morning!In this week’s Dirty Dozen [CHART PACK] we look at bitcoin’s share of global liquid markets before diving into Q3 earnings season and…
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Will Thrower: Deep Value Opportunities in Japan & Australia (Ep. 47)
Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us from chicken farms in China to equity trading offices in London. How Will got started in markets is such a fascinating story.…
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Murata Manufacturing (6981): The Best Way To Play MLCC Demand Surge
Murata is the world’s largest producer of multi-layer ceramic chips (MLCCs) with over 40% market share. The company cranks out over 150 billion MLCC pieces per-month. The next closest peer, Samsung Electric (SEMCO) produces 100B pieces per-month.Here’s why we’re interested in Murata now: The company’s main revenue source (MLCCs) will see a demand explosion from…
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How Nicholas Darvas Made $2M In The Stock Market, A Book Review
Nicolas Darvas didn’t start out in the stock market like most other people. In fact, he didn’t start out in the stock market at all… At 23 years old, Darvas began his career as a dancer, touring the world light on his feet. But when Darvas wasn’t dancing, he was reading. In fact, Darvas consumed over…