Investing in growth and technology for 2021 and the new decade.
Markets Insights: March 19th Briefing
Markets outlook: March 19th
Dealing with uncertainty, Black Swans, Coronavirus, Stock Market Crashes
The flaw that humanity’s approach to probability is that we confuse lack of evidence with proof of certainty.
Portfolio Update (February 2020)
An update on my Alpha Fund Portfolio holdings
Innovative Investing for 2020 (and the new decade)
The fact of the matter is, when you want to invest in truly innovative and industry-disruptive technology, you will most likely be drawn to companies with valuations that don’t necessarily fundamental sense. Instead, we invest to change the world.