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: ~40%. I run an 85% net long/short book atm.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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martinbradstreet.substack.comLatest Issues
Post singularity, does the green bird live?
Nothing below is investment advice or a suggestion to buy securities which you should do under the guidance of a financial adviser. The general market consensus is that Duolingo is a 0, as in, literally every dollar you invest in the compan...
Thoughts on Software
Just a quick update, unlike my more recent / comprehensive Substack posts, but wanted to get something out on the current state of the Software Ecosystem. I’ve been thinking "Ok I really need to figure exactly how much exposure I have to So...
2025 Recap
In 2025, I had 3 career goals, having finally shipped my game studios last game, FORGED, for the Meta Quest. Unfortunately it was not a financial success, and so after 14 years away from playing money games for a living (I was a high stakes...
AI Agents are the Industrial Revolution for Knowledge Work
None of the information in this write up is a suggestion to buy securities which are risky. You might lose all your money. Despite genuinely having high conviction in positions I buy or writeup, I might still sell them suddenly, without war...
November Recap: lost small?
This is an update of my portfolio, not a suggestion to buy any of the stocks I hold. I might sell them suddenly, without warning. They might be riskier than you (or even I) think. Do your own research or get a financial adviser to help you...
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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: ~40%. I run an 85% net long/short book atm.
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