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Jelena Sokolova

Professional listed equity investor. Here to talk business models, sector trends, decision making psychology, practical tips on how to do research and invest and all the other random stuff that comes to mind

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Substack
PricingOnly free issuesPublishesWeekly
Issues62Founded2 years agoLast Issue25 days ago
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Latest Issues

“There is a special place in hell for women who don’t support other women”. Or is there?

Heard this at an event recently and thought to share my unpopular opinion (if your opinion is popular, after all, is it even worth sharing?)

Anywho, I strongly disagree with this statement and let me tell you why.

  • I generally have a p...
25 days ago
3
1

A Very Unscientific Way of Doing Research and the Inner Workings of a Capital Cycle

There is one totally unserious and unscientific way of doing research that actually works:

  • Step 1: Go to Saint-Tropez (or any other posh party place);

  • Step 2: Go to a posh party spot there (Nikki Beach used to be the place in my d...

a month ago
9
3

Hated moat series: Booking.com, network, scale and AI threats

I’ve bought a stake in Booking.com first in April 2020, when covid scare was close to its peak. While near-term outlook looked dreadful, I didn’t believe that people will stay at home forever because of a virus that kills 0.1% of people it...

a month ago
5

The delicate case of giving and receiving feedback

A recent public speaking training inspired this. I know I’m reasonably good at public speaking. I’m to the point, I think well on my feet, my messaging is clear and I can be entertaining when the format allows it. I’ve learnt to take a litt...

2 months ago
3
1

Why Eastern European women are good at maths (Friday musings)

For those of you looking for stock picks or investment frameworks, bear with me, last couple of weeks have been rough.

I’ve so far lived in four countries (and counting). Each time you move to a new place, something is a culture shock. In...

2 months ago
6
4

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  • Jelena Sokolova

    Investments and other stuff. From a person with 15 year institutional track and who’s somewhat fed up and disillusioned with the industry where they (we, she, what) remain a distinct and not evolving minority. And yeah, my track is good 🖕🏻

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