Free posts

How (not) to make dumb investing decisions?

The advantage of boring and "emotionless" markets

Mar 4 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 1

Demand and supply story

Feb 21 •

Mihail Stoyanov

How to invest with the Rothschilds?

Old money idea for TheOldEconomy investors

Feb 14 •

Mihail Stoyanov

Dirty Tankers for Clean Profits

VLCC tankers as an asymmetric bet + ShipSmart

Jan 28 •

Mihail Stoyanov

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

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