M

Accounts Notice

Thank you for your patience as we complete the full migration to our new website. If you are seeing a message that your subscription was cancelled or you need to resubscribe, or if you are having issues logging in- do not worry as your subscription status is safe and you will be able to log in normally shortly. We will update this notification when accounts have been restored to reflect our updated membership packages.

Level 4 CFA

by | Jun 2, 2021 | Daily Note | 0 comments

  • There should be a new level for the CFA charterholders 
  • Level 4 is to forget everything you learned and just buy meme stocks
  • There is a barbell of investors' competence.  Idiots chasing meme stocks and 17-year-olds running regression analysis 
  • I'm heartened to see 17-year-olds running regression analysis however I think there are better things to do when you're 17
  • Today's note has some new short ideas in the transports sector which looks like it's rolling over
  • Also on the note - daily, weekly, monthly look at growth vs value, and an update on stay at home/work from home baskets
To access this post, you must purchase Private Investors, Small Institutions, Large Institutions or Large Institutions – Quarterly, or log in if you are a member.