Free posts

83 thoughts on investing and not only

What have I (not) learned for 17 years as a market participant?

Jan 17 •

Mihail Stoyanov

Catalysts, buybacks, and shipping stocks

Search for share cannibals

Jan 10 •

Mihail Stoyanov

Duality -> Integration -> Alpha

Philosophy of investing in 343 words

Jan 4 •

Mihail Stoyanov

It is all about thinking and execution

Dec 20, 2024 •

Mihail Stoyanov

The Great Intersection Portfolio

Five themes to follow in 2025

Dec 13, 2024 •

Mihail Stoyanov

Adventures in REE universe, Part 3

Explorers and Developers

Dec 6, 2024 •

Mihail Stoyanov

Banking in South Africa

I despise boring writing, living, and investing.

Nov 29, 2024 •

Mihail Stoyanov

The Barbell Portfolio

HTM bonds for predictability, LEAPS calls for optionality

Nov 25, 2024 •

Mihail Stoyanov

Dividend ideas for shipping investors, Part 3

LNG shipping preferred stocks

Nov 22, 2024 •

Mihail Stoyanov

How to become a market wiz?

Reflexivity, simplicity, and unity

Nov 19, 2024 •

Mihail Stoyanov

Elections, material constraints, and gold

Before it gets worse it will get better

Nov 2, 2024 •

Mihail Stoyanov

Cobra hunters, interest rates, and inflation

Long Chaos portfolio

Nov 1, 2024 •

Mihail Stoyanov

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