Dragonfly Investing
Macroeconomics and Investing
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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dragonflyinvesting.substack.comLatest Issues
Annual Letter 2025
Time-weighted returns for 2025 were 157% vs 16.4% for the S&P.
Overview
A lot of the positioning and themes from the beginning of the year turned out well but am out of most of the previous main positions and have made large mistakes...
Annual Letter 2024
Time weighted returns for 2024 were 5.26% vs 24.89% for the S&P.
Year Overview
Crazy year. In the first half had challenges in my personal life and community, made lots of mistakes and entered the second half with a large drawdown.
Th...
Long Ideas 25/6/24
I'm studying for Uni tests but haven’t posted in a while so I thought I’d share some of the actionable ideas I own/am looking at.
My main portfolio positions
, (my emerging market plays on China and Brazil) are still incredibly cheap...
Annual Letter 23
Had a busy couple of months so posting with a slight delay.
The portfolio’s time-weighted return for the year was 32%, compared with 24% for the S&P500 index.
Thanks for reading Dragonfly Investing! Subscribe for free to receive new post...
Delta Apparel
Update: I sold out of the position as management blundered hard.
I wouldn’t be surprised if this goes bankrupt. I will go into more detail about the mistakes and ways I could have seen this coming in the next annual letter.
In my previous...
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Authors
The writers behind this newsletter.
Talks about investing, macro
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