Dragon's Den Investing
Dragon's Den InvestingWriting about technology, geopolitics, and stock picking. Ex Intel Corp individual investor sharing portfolio with full transparency.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 57 |
| Subscribers | Read | dragdeninvest.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
DeepSeek Implications, Meta Earnings, & Tariffs
Earlier this year I decided to completely exit semiconductors (paid subscribers received this message on January 12). The timing was a bit of luck considering this past week, but the logic was written about for a public audience on multiple...
Paid Sub Only - Sold $AMD Position
I sold the last of my AMD position just now for $116.66.
2025 Market Outlook and Predictions
2023-2024 were years defined by market exuberance, most evidently seen in AI related and risk-on stocks. There was no event which could derail the stock market’s steady rise — in fact, political events seemed to propel the market. This was ...
2024 - A Year in Review
+ Portfolio Performance Overview
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Authors
The writers behind this newsletter.
Technology, geopolitics, and stock picking. Creating a Stratechery-like platform with the added element of taking action (investing in individual stocks) based on observed trends. Ex-Intel Corp. ~5 years living in China. Not investment advice.
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