Investment Review day 45 of 50: What do I look for in an investment? What do I look for when I’m trying to evaluate an investment opportunity? A ton of things, but here are a few examples: Long-Term Trends and Strategic Alignment: Does the company align with powerful trends that

Investment Review day 44 of 50: Netflix $NFLX (sold) Netflix pioneered subscription-based streaming, changing the way we consume media. Its innovative approach to content production and distribution, including significant investments in producing original shows, revolutionised the traditional TV and movie industry. I have a super complex history with this one.

Investment Review day 43 of 50: Apple $AAPL (sold) Apple is a global powerhouse renowned for its superior design, cutting-edge technology, and seamless user experiences. Its diverse product ecosystem, which includes iPhone, iPad, Mac computers, the Apple Watch, and now the Apple Vision Pro, coupled with robust software solutions and

Investment Review day 42 of 50: StitchFix $SFIX (sold) StitchFix is an online personal styling service. It uses recommendation algorithms and data science to deliver ‘fixes’ to customers – boxes of personalised clothing items based on size, budget and style. I liked the idea of having a virtual personal shopper,

In this week’s episode, we opine on the pros and cons of paper trading. It can be helpful to learn the mechanics, but don’t be deceived by your results if they don’t reflect the true costs (spread/fees/taxes/FX), and don’t spend too long in this phase – it’s far better to

Investment Review day 41 of 50: Beyond Meat $BYND (sold) Beyond Meat was a pioneer in plant-based meat and grew rapidly as a result of increased consumer interest in healthier and more sustainable food options. I was blown away by the taste and texture of their burgers and bought stock

Investment Review day 40 of 50: Fiverr $FVRR (sold) Fiverr is a leading global marketplace for digital services, breaking the boundaries of traditional employment and allowing talented individuals to share their skills on a flexible platform. I badly misjudged $FVRR, with an Oct 2020 investment thesis that the company would

Is fear stopping you from investing and building your wealth? Investing is risky and fear-inducing, but is also one of the most direct paths to living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define

Investment Review day 39 of 50: The Journey So Far! Today I own 36 companies in my real-money investment portfolio, and I have a substantial cash allocation. But I made some big mistakes over the last twenty years: * Not paying enough attention to macro and geopolitics (China stocks) *

Investment Review day 38 of 50: Cash Could the ‘dead money’ in your portfolio actually be the key to your next big investment win? Cash is definitely not dead money, and that’s especially true when you can park a chunk of it in short-term government bonds, currently earning over 4%.