As an investor, I think it's important to understand your strengths and weaknesses.
1/ Some self-reflections here and what you should expect from me
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2/ First and foremost, my background is in economics, audit, and tax. I have been a stock investor for some time, working as a tax consultant and doing research reports for an ex-citadel person that previously managed a team of 3 with a 200$ M long/short equity portfolio.
3/ I joined the NFT world after suggesting to $PLBY in January of 2021 to launch their NFT collection as would fit the brand well and they could monetize the archives.
In March of 2021, they become the first publicly-traded company to launch their NFT collection with @slimesunday
4/ Investing in companies is THE #1 thing I think about and live, eat, and breathe.
I spend a stupid amount of time searching for new opportunities in Stocks/NFTs because I really enjoy finding hidden π
5/ Considering that most of my investment opportunities are made without conventional wisdom, I think I do a good job of avoiding the irrational exuberance of the crowds where people get too devoted to a concept in which normally bubbles are formed.
6/I normally open positions when I identify mispricing in the market this could be a valuation, product, or ability of a business to compound for a large amount of time.
My positions are normally closed when everyone else reaches the same conclusions and I see information parity
7/ This hurts me a bit on NFTs considering that an exciting and euphoric state increases the funds for the project via royalties and also the ability to sell cross-collections, therefore, making the Ods of a project success higher, even if is just people pumping each other bags.
8/ I do a good job of being balanced and not judging anyone, in 99% of things there is always a reason behind it.
I can always see the positive or negative side of things, trying to have a middle ground for everything.
9/ F. Scott Fitzgerald once said: βThe test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.β
10/ Considering that I manage my own money and don't need to answer to anyone, I am bold in making high concentrated bets when I see a huge opportunity.
If you make 4 bets with 50% Odds of success of 5x upside and 50% downside, the ponderated upcome is a return of 175%.
11/ As NFTs are more comparable to Seed round where the main focus is the product, don't expect from me the ability to have a huge insight on products and have the ability to audit code.
12/ I don't have a huge experience in DeFi either, so I'm not the best person right now to evaluate these products and compare them with other options on the market.
I have the perseverance of making a ton of work on the stuff that I wanna learn and access risk with the unknown.
13/One of my strengths, as shown in the $PLBY example, Is having a ton of ideas on how to implement new solutions that could generate a good ROI
As such, I orient most of my thinking around how I think this company could become a little better every day,there is a scalable path?
14/Despite creating a ton of value with suggestions that generate a good ROI for others, I do an extremely bad job for myself.
100% of my network was created by saving 90% of my job income (that is 20% above minimum wage despite the qualifications)and compounding it via investing
15/ I attempt to control my emotions, stay open-minded, hold opposite extremities, not fall in love with a narrative, having conviction and strong opinions but hold them with a weak hand, forcing myself to change my mind when the facts change.
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If you're still with me, enjoy your day!
Sefl-reflection can help you understand better your weaknesses and blind spots that you need to improve.
I hope this thread gave you an understanding of mine and what you should expect from me.
17/ My Investing Framework
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