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
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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notaninvestmentadvice.substack.comLatest Issues
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:
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Step 1: Go to Saint-Tropez (or any other posh party place);
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Step 2: Go to a posh party spot there (Nikki Beach used to be the place in my d...
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...
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...
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...
My cynical take on assessing company management
I like poking fun at my fellow investors and now will do so at buy-and-hold guys (and girls), who I also like to call buy-and-forget (not meant as offense- we kid because we love!). Those people had it pretty good for a pretty long time, be...
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Authors
The writers behind this newsletter.
Professional investor, 15-years in stock markets. Here to talk business models, industry trends, general thoughts on how to research and invest and other random stuff that comes to mind.
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