10 Comments
User's avatar
Dr JG's avatar

Could you consider adding a model portfolio with position sizes .

Eliant's avatar

Could look into doing something like that

Dennis's avatar

Nice article! Would love to see any updates on your thoughts on DLR in a subsequent substack fwiw

Investoor's avatar

Congrats on the Substook! Now you’re ready for shadow bans! In seriousness, really well written. Nice job bro.

Kamukak's avatar

Great read, Hope to see many more & frequent updates. Thank you

Ken W's avatar

Great Job!!! Congrats

EMILIO's avatar

Hello Mate. I just sign up and all good other than the substack I don't like but how can you be just 22 and know/do all this please. Don't get me wrong I like it but it don't add up unless you have a bigger team of you? Cheers.

Roger's avatar

Might be a dumb question, but what does LIS stand for?

Eliant's avatar

Line in sand. area that needs to hold

Roger's avatar

Thank you!