Andrew Rae @andrewfrae
Book notes Jakarta Joined December 2012-
Tweets1K
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Followers322
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Following157
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Likes2K
When the impulse emerges to show off recent portfolio returns, it's a sign to trim.
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STAM continued reducing $KAR.ax position on a declining price = diminishing confidence in an outcome like Horizon? Any guesses on the new gold position? Similar view on gold and looking to research prospective additions to current holdings in $MEK.ax and $TBR.ax
Say you're an ASX nano-cap without saying you're an ASX nano-cap.
After a long winter, are the microcap flowers soon ready to bloom?
Start at 6:25min for an hour of Lyn macro masterclass. youtu.be/O6PjUFsUM94?t=…
Switched to using lists rather than follows to avoid the Twitter algos. May have inadvertently done so at the bottom. Let's see if he can clean up that dog's breakfast.
This was the fund's last quarterly release before being accessible only to investors. $RBL has since declined 70%. Sincerely hope the PM was an Assassin or Connoisseur.
This was the fund's last quarterly release before being accessible only to investors. $RBL has since declined 70%. Sincerely hope the PM was an Assassin or Connoisseur.
The best non-fiction authors take the reader on a journey rather than lecture them. Crafted or not, they begin every book with naive curiosity and become knowledgeable along the way. Michael Pollan and Michael Lewis are masters of this approach.
Andrew Rae retweeted
1/ How to Size Your Investments (AKA A brief summary of what I have learned about the Kelly Criterion)
"The great bull markets typically turn down when the market conditions are very favorable, just subtly less favorable than they were yesterday. And that is why they are always missed." gmo.com/australia/rese…
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