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BearlyManaging

Bearly managing. Bullishly investing anyway. For anyone starting or restarting later than the industry says is fine.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues24Founded3 months agoLast Issue8 days ago
Active

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Latest Issues

The Crown Keeps Changing Heads

Eight years ago, one company became the first to cross a value line that made investors blink. People genuinely wondered how any business could be worth that much. Fast forward to today and sixteen companies clear it.

Look at who is in tha...

8 days ago

Two Rings. One Rule to Rule Them All.

I have started a race that nobody can win, and I am extremely committed to it.

There are two small investment pies. One is called Bearly Growing. The other is called Bearly Valueable.

Yes, the names are puns.

No, I will not be taking que...

10 days ago
1

September Had a Reputation. It Mostly Kept It.

Earlier this month I wrote about September’s reputation: the calendar month that closes positive only about 44% of the time.

I was careful not to forecast anything. September, it turns out, did not need a forecast. It just showed up.

  • *...
15 days ago
3

Thirty Days of Arguing With My Own Wallet

There is a challenge that circulates in minimalism circles under various names. A spending fast. A no-buy month. The rules fit on a napkin: for thirty days, you buy nothing that is not genuinely essential. Food, yes. Medicine, yes. The four...

17 days ago
2

The Forced Seller

Being wrong about an investment is not, by itself, a dangerous position to be in. Markets misprice things constantly, in both directions, and a wrong guess corrected over time is just the ordinary cost of participating. It is uncomfortable,...

22 days ago
2

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  • BearlyManaging

    Started late. Doing fine anyway. This is where I share the sequence-risk math, the mental traps, and the free tools I build along the way, for anyone who thinks the investing train already left without them. (Spoiler: it didn't.)

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