The Fundrise venture capital product, VCX, listed on the NYSE on Thursday, March 19, 2026, to remarkable success. It had a NAV of about $19 a share, opened at around…
Investment
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My PayPal article was written in 1st Sep 2025 when it was at $70 and today it sits at $44 bucks. So that has not worked out for me. My…
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There are things in investment that if you understand some of the nuances, it might make you look differently. One of the nuance is about duration in fixed income. The…
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In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able to figure out the difference…
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I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation,…
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My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything depends on your investment philosophy and I can imprint…
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Investment
How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One. – Investment Moats
My friend asked if we are headed for a big crash soon. The honest answer is I don’t know. Also don’t know what is consider big enough. I ate like…
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Investment
The Investors in Private Equity and Credit will Eventually Feel the Discomfort. – Investment Moats
I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my…
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I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats…
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Here is the update for my Daedalus portfolio for February 2026. If work is not too busy, I will try to provide an update where possible. I explained how I…
