Investing
Capital Markets
I started my journey as an investor in 2015, enjoying learning about business models, ecosystems, and moats and always trying to understand what makes a business successful.
It took me a few years to better understand what kind of investor I would like to be and what approach is more suitable for me, to my character and capabilities.
Learning about investing introduced me to value investing, while it was fully valuable for me, I often wasn't comfortable with the fundamentals of value investing. At the same time, some of the best growth companies became ridiculously expensive.
At some point, something changed in how I looked at the world of investing - for the first time, I felt a strong connection with an approach I learned about from Terry Smith.
I recommend watching this video if you are unfamiliar with Terry Smith.
While my personal views and thoughts always evolve, I do feel comfortable with his approach:
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Only invest in good companies
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Don't overpay
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Do nothing
This is exactly why after considering to become a full-time investor, I have decided not to do it. At least not yet.
I love my day (and night) job, building products that can bring delight and value to users is still something I am truly passionate about. In addition, I better be busy, otherwise, "doing nothing" isn't working...
Angel Investing
Cyanite AI
Artificial intelligence | https://cyanite.ai/
AI technology that enables an effective music search and tagging engine.
Portico
Proptech | https://joinportico.us/
Enabling property managers to utilize tech to scale and grow their business
iluria
Health Care | iluriahealth.com
Remote patient monitoring for mental health disorders, starting with ADHD.
Juno
Transportation | About the acquisition
A ride sharing platform operating in NYC which was acquired by Gett in 2017.
Investment Resources
I learned a lot by reading great books about investing, taking several value investing courses (online and offline), watching great videos, reading newsletters, and listening to insightful podcasts on Spotify.
1. There is always more to learn.
2. I have decided to share a list of the various resources and services I have found valuable.