Damodaran and the new Equity Risk Premia – July 2022
Recently one of the mostly-followed corporate finance and valuation professor Aswath Damodaran has updated his metrix of the…
Recently one of the mostly-followed corporate finance and valuation professor Aswath Damodaran has updated his metrix of the…
Many (and more every day) market pundits are raising their voices over “an imminent recession due. Given the…
Over the last decade the correlation between inflation (measured by CPI YoY change) and the $SPX500 returns (also…
$PYPL (PayPal Holdings) quick facts: โ lost 70% top to recent bottom and 61% top to now โ …
We had a hell of a day yesterday with GlobalAlphaS portfolio up 5.04%. Main reasons for the performanace:…
Many investors scratch their heads these days as to whether the current market circumstances we’re facing constitute a…
Hello there! My name is Pawel. If You landed here, You surely must be a an open-minded individualist looking to find Your own way in life and looking for new opportunities to develop your knowledge about taking responsible care of your finances, investments and savings on Your own terms. I love investing my way and I do believe everyone can take best care of their own money. I develop what i call the Smart Investing Approach (SIA) – a philosophy of independent thinking in investing, which includes:ย ย ย ย “I don’t have to, I can” attitude, no benchmarks, cycles-adjusted portfolio allocations helping risk control, concentration on t
Recently one of the mostly-followed corporate finance and valuation professor Aswath Damodaran…
Many (and more every day) market pundits are raising their voices over…
Over the last decade the correlation between inflation (measured by CPI YoY…
$PYPL (PayPal Holdings) quick facts: โ lost 70% top to recent bottom…
We had a hell of a day yesterday with GlobalAlphaS portfolio up…
Many investors scratch their heads these days as to whether the current…
As is the case in every human activity, key to success is consistency. Whether youโre an enterpreneur or an employee, whether you teach at school or are a cardio surgeon, itโs always the rules you obey that drive your performance in what you do. In the investing world the word consistency should really be written…
This is not an easy task. This is actually an extremely tough process, which demands constant analysis and appropriate interpretation of hundreds of different macro statistics, trends, incoming data and events. Big banks have massive departments filled with statistitians, mathematicians, macroeconomic advisors and all other possible wise guys who do nothing else all days long,…
Smart Investing Approach (SIA) โ it’s a philosophy of my thinking about investing. I have been conciously trying to develop it for at least 10 years now and I possibly tried to do it unconciously before during all the years that I have tried to survive all the ups and downs on capital markets, both…
I would like to thank You for choosing to read this post. For some of You it will be way too generalized and obvious, but for some, who are not experts in investing, this article hopefully becomes eye-opening and explorative. Understanding the proper attitude to becoming an investor is, in my view, crutial in the…