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Showing posts from February, 2026

Auspicious number again!

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 Same stock just different periods.

Time goes by so quickly

 Blink of an eye! Its been a month. Albermarle is at 176 now. A drop from the auspicious 188.88.

No wearing black clothing

 All of my clothing's are black colour. My favourite colour is black. No black colour on CNY, I'll stick with the red shirts. Am becoming superstitious 😁

Small chinese new year

 Its a small celebration this year. Grandparents from my fathers side have passed away. My grandpa from my moms side has passed away as well. Aunts from my moms side r all overseas and not in the country. Supposed to have a big lunch and big dinner before chinese new year. I need to get some red clothes on shopee, i bought a bunch of grey and black pants and shirt.

Enjoying my free time, instead of worrying

 I guess I should enjoy my free time, rather than be miserable all the time.

Mental models and investing

 I have some mental models when it comes to investing. Cloning being one of them, distressed investing being another, looking for major trends in a sector being another one of them. Circle of competence is also one of them. These are mostly due to the influence of Mohnish Pabrai, a famous hedge fund manager and his regular talks online.  One of the mental models is the dhandho method, which is minimal downside and huge upside. An example of what may be also called an asymmetric bet is TLT. Which is the 20 year US Bond market. There is really only one way for interest rates to go right now, which is down. So the value of bonds are going to go up.

Valaris privatized

 One of my watchlist stocks got privatized. Valaris was taken over at 5.8bil usd. One less stock on my watchlist i guess. That sucks.

Nothing productive to do

 I can't seem to find anything productive to do. I can't play sc2, seems like there are hackers there lagging me out every time I play. Checking the share price everyday hardly seems like a productive thing to do. As I'm growing older a whole new set of issues have started coming up in my head, I hope I grow past the worries, so that it is something that I don't really worry about anymore. Just contemplating just how addictive YouTube shorts is. I've tried to get rid of it but haven't been successful. A lot of things I've taken for granted, relatives, celebrations, connections with people. Slowly slip away as I grow older, I just spoke with my father and some of the things he's said are things I'm worried about. Who will be my connection with when my parents pass away and I grow old? That's why I need to try and reconnect with my sister. Albemarle is at 167 now, Lithim Argentina is at 6.88. I'm thinking of taking half off once it reaches RM60...