Dave86ch

http://www.haydencapital.com/wp-content/uploads/Hayden-Capital_Coinbase-Memo.pdf

Added FB

For everyone interested in the cryptocurrencies space I suggest to read The Sovereign Individual: How to Survive and Thrive during the Collapse of the Welfare State Book by James Dale Davidson It was written in 1997 and in my opinion the author gives a good frame to how to think about Bitcoin and our society beside short term fluctuations. The interesting fact is that Bitcoin didnt exist at the time.

Added to FB

Added a few 9988hk, ~15% of my portfolio

Hello everyone, I just signed up and I want to introduce myself through my blog. I'm working on a blog that summarizes the basic concepts of investing. First It's a tool useful for myself to organize my thoughts. Second, I hope it could be useful for any beginner who wants an answer to the basic questions. I'm focused on compounders with MOAT outside the financial/pharma sectors. The first articles were simple and represent my evolution in the understanding of value investing. Outside the mere money, it's a beautiful journey full of knowledge, battles and heroes. For that reason I often use quotes by great investors. I'm striving to be open-minded, indeed I'm digging the world of decentralized apps/data/governance and digital scarcity, not the main topic of the blog but whenever I find something interesting I will share strange articles on unusual topics. Why do I want to share my thoughts? Because investing isn't rocket science but in some sense is an art, there is space for discussions and critical thinking. It's free and I don't monetize anything, I only hope it could be useful and maybe I spot some logical errors in my thinking thanks to your comments and critics. Last article https://dscompounding.wordpress.com/2021/09/08/16-balance-sheet-analysis/