A StockGeek Substack Update
"I don't know where I'm going, but I'm on my way"
Rarely a day goes by in which I don’t spend significant time thinking about investing, diving into investing research, or making investments. This year I’m making it a priority to share more of my outputs and engage with others on investing topics.
At the moment I’m prioritizing shorter form content such as my Stocks & Coffee podcast, Twitter threads, YouTube videos, and concise emails aimed at helping non-professional investors.
If you’re interested in being on my personal email newsletter list, you can sign up here. And here’s a recent post if you’re curious about the style of content.
I’d like to think that someday I’ll make more time for long form investing write-ups again on this Substack. We shall see.
For now though, there are other investing substacks out there overflowing with detailed stock write-ups and macroeconomic coverage. I find these five valuable enough that I’m a satisfied paid subscriber to each:
I’d of course love to have you follow & engage with me outside substack, but either way I appreciate your past support!
Travis the StockGeek
P.S. - Someday I will write a long post-mortem on the SPAC warrant trades. I had some multibaggers (CRHC, HPX/AMBI, RBAC, RONI, SMR, etc) and also a number of zeros/total losses. Net net the warrant portfolio has been a negative outcome and certainly worse than I anticipated. Thankfully I sized it small (they are options after all) but there were still some painful lessons learned about the shortcomings of mathematical models in a world dominated by human incentives & emotions!