Portfolio Update (February 2020)
An update on my Alpha Fund Portfolio holdings
Category: DTF
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.
Buying Supreme will make you less happy (maybe)
Conspicuous spending is defined as the purchase of goods and services primarily for showcasing one’s status and economic wealth to society. It is a display of power.
Stock Report: Walmart
See my two-page equity investment memo on Walmart (WMT).
A Radical Approach to Tackling Climate Change? – Building Model Citizens
Climate change has finally become trendy.
