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 | 71 | Subscribers | Read | dragdeninvest.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why You Should Hold Less Cash
Having part of one’s portfolio in cash is generally seen as a prudent course of action. With cash an investor is able to buy market dips, or in the case of a crash is able to buy stocks at great discount. In April when the market was down 2...
Why ASML is a Bad Stock to Own
The average person probably has never heard of ASML, but the Dutch giant is essential to the success of today’s AI boom. Without the company’s lithography systems Nvidia and Apple chips would simply be unable to be manufactured. So if ASML ...
One Year Later, a Review of Stocks with Cult-like Followings
In July 2024 I wrote two articles about stocks which have cult-like online followings; one which details those to avoid, and one that covers those I find reasonably attractive. I call these holdings cultish because they have an army of fans...
Mid-Year Performance and Recap
Dragon's Den Investing Up 19.6% vs S&P 500 5.5%
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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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