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 | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Subscribers | Read | dragdeninvest.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Reflecting on a Year Away From Corporate Life
After being laid off from Intel I wrote A New Path Forward, which outlined plans to start Dragon’s Den Investing and Touch Grass Gardening. The reasons behind this career shift were directed by a set of goals which felt appropriate for a ne...
Does Geopolitics Matter?
One of the core tenets of our investing is that geopolitics will have outsized effects on the world in coming years, and therefore in this era a portfolio should be designed around avoiding the worst and most likely outcomes. When majors wa...
Investing in Chinese Stocks - Take Caution
During times when the market is up and most stocks look expensive, it becomes tempting to seek out “cheap stocks” which are still available at comparatively low prices. The seasoned investor will sift through undervalued stocks with the int...
Why I've Begun Selling $AMD
Out of the 31 large banks, 25 have a “buy” rating and 6 have a “hold” rating on . It’s hard to think about why to sell when everyone is telling you to buy, but I am of the opinion that is when it should be most deeply considered.
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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