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Investing w/ Martin

Investing with Martin

My substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% YTD: 46% I run an 85% net long/short book atm.

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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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Pod Incentives

I don’t work at a fund and never have. Some of this might be dead wrong. But my understanding is that if you are an analyst at a pod you will be forced to justify your suggestions in meetings with your portfolio manager regularly, before th...

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Dominos Pizza and the Slop Bowl Recession

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2 months ago
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October Writeup: +42% YTD

Nothing in this writeup is financial advice or a suggestion to buy the securities mentioned. It’s just an update of my thinking regarding my own investments.

2 months ago
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The writers behind this newsletter.

  • Investing with Martin

    My substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% YTD: 46% I run an 85% net long/short book atm.

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