A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<ul><li>This year is an incredibly exciting year for markets.</li><li>Whilst this is not a macro prognostication blog, I want to digress a little and state my view that underappreciated sectors over the past year or two will see their renaissance this year, even if due to simple plain old reversion to the mean.</li><li>And I hate to say this, but China for example, the IPO performance of recent listings e.g. Bloks (6000 times oversubscribed) seem to point to renewed ebullience on the Hong Kong stock exchange.</li></ul>

This year is an incredibly exciting year for markets.Whilst this is not a macro prognostication blog, I want to digress a little and state my view that underappreciated sectors over the past year or two will see their renaissance this year, even if due to simple plain old reversion to the mean.And I hate to say this, but China for example, the IPO performance of recent listings e.g. Bloks (6000 times oversubscribed) seem to point to renewed ebullience on the Hong Kong stock exchange.

Another Few Quick Attractive Ideas (PCG, HON)