Dragonfly Investing
Dragonfly InvestingMacroeconomics and Investing
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | dragonflyinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
Annual Letter 23
Had a busy couple of months so posting with a slight delay.
Delta Apparel
Update: I sold out of the position as management blundered hard.
The Fed is Done: Beating the market by learning from the past
As investors, we seek to own a portfolio of stocks (ownership of businesses) trading at a margin of safety, i.e. a price significantly below their fair value.
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Authors
The writers behind this newsletter.
Talks about investing, the economy. Cyber Security R&D | AI @ Work.
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