Investing w/ Martin
Investing with MartinMy substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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martinbradstreet.substack.comLatest Issues
August Wrap Up
Nothing below is investment advice and is shared for entertainment purposes. Make your own investment decisions under the guidance of a qualified financial adviser.
August had some bumps but overall was a good result with the biggest winne...
The case for BDSX / Biodesix
Disclosure: I own shares in Biodesix, but this is not a suggestion to invest in this risky small cap biotech company. I only share my thesis for entertainment purposes, and I may sell my own position without warning. You should make your ow...
Quanterix ($QTRX)
DISCLOSURE: Not financial advice, I own shares in Quanterix, I might sell it suddenly without warning, it is a small cap company so there is a decent chance you lose significant amounts of your money investing in it. Talk to your financial...
July Results
Nothing below is investing advice, its just a recap of my investing decisions over July.
Last month I wrote:
“The big priorities in July are to reduce exposure to the AI trade to something more like 35-40% of net. Although “The AI Trade”...
Getting the band back together
I purchased shares in the security discussed in this substack, , on Friday . My cost basis is from 4.20 to 4.33. On top of this, it is a low liquidity stock at only 100m market cap. Entering and exiting a position like this is tough - there...
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My substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.
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