Karl-Mikael Syding's Blog

“Karl-Mikael Syding”

Gäller här: https://www.bulk.com/se (till exempel på mina favoritpulver: kreatin och NAC)

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Kaspi – a quick valuation SPRINT in a sure doubler

VALUATION RANGEr SPRINT: Kaspi. At least 100% upside in 2 years if paying 101.50 USD/share today. (please note that for a company like Kaspi the level of uncertainty is much higher than average, and the quick RANGEr extrapolations miss a lot of the business nuances)   GROWTH 25% per year 2025-2028: annual sales increase looks … Continue reading Kaspi – a quick valuation SPRINT in a sure doubler

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Fantastiskt bra intervju med Motgångspodden nästan 10 år efter Framgångspodden

Här hittar du avsnittet som publicerades den 27 oktober 2024: MOTGÅNGSPODDEN #10. Avsnittet är mycket välredigerat och har ett naturligt flow. Många bra insikter och tankar om investeringar och livet kommer fram.

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Nobel peace prize for short sellers?

I was recently interviewed for a thesis on short selling   Here are the questions and my answers: (check out my substack for more articles on consciousness, philosophy and finance) How do you view the business model used by companies like Viceroy and Muddy Waters, which is based on publishing critical analyses and short selling … Continue reading Nobel peace prize for short sellers?

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Universe 101 – humanity’s entropic abyss

I just wanted to share this magically brilliant podcast episode with Joscha Bach. I’m so stoked after listening to it (twice), that I’m actually considering starting an entire podcast, based on just this single episode with Lex Fridman. The series would go through concept after concept (AI, consciousness, world building, societal construction, great thinkers, love, … Continue reading Universe 101 – humanity’s entropic abyss

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Let them win!

Cynical summary: look smart by letting them win I once wrote a story about how you can get more out of trying to get as wet as possible in the rain, rather than futilely try to stay dry. In the same vein, I recommend you actively search for arguments you can lose (and execute on those), in order to make … Continue reading Let them win!

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Coin toss decisions

Thinking slow fast — how to combine reasoned and intuitive thinking in practical ways to arrive at high quality decisions. This chapter of “The Playbook” (or “Just One” as my book might eventually be named) presents my best practices for effective decision making, such as minimizing the risk of a total loss, the coin toss, always saying yes, … Continue reading Coin toss decisions

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Why wrap it up (at 50)?

Summary: Exact revenge. Take action. There is no time like the present to quit. Every yes is a no to everything else, and every no or U-turn is a door to a world of opportunities. Don’t kill your aspirations with misguided loyalty, least of all to yourself. You don’t have that many books left to … Continue reading Why wrap it up (at 50)?

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Nobody is going to pay unless you provide value

Getting really good at investing takes time and effort. Just because you know the theory on how to get good at tennis doesn’t mean you don’t have to work for it, put in the hours. Sure, you can be more or less effective, finding good mentors, knowing what and how to practice, but you are …

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History informs the future

That’s the basis of all investing. Historic observations are your only ‘guarantee’ for future performance One way is simply studying share prices and extrapolating current trends and patterns into the future. What trends? What patterns? No regard to what the company actually does and how much money it makes? Sounds a little loose, right? Another …

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