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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% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.

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Latest Issues

A small QSR spot

This article is written for entertainment purposes and does not constitute investment advice

Over the last couple years, QSRs got way ahead of their skis, with $WING going all the way to $411 a share. Now is down at $100 a share, with aro...

13 days ago
14

September 2026 - another good month

This is my investing journal and shared for entertainment purposes, it is not investment advice.

  • 97.36% L/S account, 55% of NAV at beginning of year

  • 53.42% L/O account, 45% of NAV at beginning of year

  • YTD = 77.58%

Septemb...

16 days ago
11

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...

a month ago
14

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...

2 months ago
11
2

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...

2 months ago
11

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  • 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% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.

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