Karl-Mikael Syding's Blog, page 12

Are you exploiting the power of negativity to its fullest?

As if a hundred short sellers screamed in agony* and suddenly fell silent -“funding secured” (*actually not, rather they celebrated, knowing the endgame had finally arrived; since knowing the facts rather than a wishful narrative, they understood the action was… Continue Reading →

Så investerar du smartast i teknologiaktier – GARP och hans värld

This post is in Swedish. The message is that a technology company isn’t always what you’d like it to be (specifically in terms of growth, economies of scale, profitability and competitive advantage). Don’t accept the “tech” designation at face value.… Continue Reading →

Intuition – what it is and how to use it (the curious case of the Tesla buyout)

Topic: Intuition is real, not just a guess or an irrelevant feeling. A hunch is always just the starting point of a formal investigation Length: Short Shorting Tesla: My intuition told me to investigate a short position in Tesla, but… Continue Reading →

The first quadrillion dollar company won’t be Amazon, Apple or Alphabet

It’s not hip to be square -popular commercial ca. 5000 BC Do you remember when that round, friction-minimizing thingamajig was all the rage in the tech space? That was fun, albeit a bit slow moving in the beginning. Of course,… Continue Reading →

Regretting decisions and frettings over losses and past events at best doubles the pain

“I’ve never experienced adversity” That’s what I spontaneously say when asked How about you, has your life experience been a total joy ride? Topic: personal growth Conclusion: counting your blessings and learning from your lossses Teaser: My failures Length: 5… Continue Reading →

How 1 random act can create 4 times as many rainbows

Topic: Paying it forward, randominity, addiction and satisfaction Length:  30 seconds Random rewards are more addictive than predictable constant “pay”. That’s why casinos and lotteries are more exciting than work (for some people). All sorts of companies and governments exploit… Continue Reading →

Quick and dirty Tesla update after Quoth The Raven debate and ahead of Q2 #s

Topic: Tesla the company, Tesla the stock, and Elon Musk Conclusion: More of a debate, but maybe some short term upside risk for a short seller Inspiration: This great debate on Quoth The Raven’s podcast episode 50. Elon Musk has… Continue Reading →

Så förbereder du dig inför kvartalsrapporterna

This post is in Swedish but try this one in English instead (Trauma induced psychopatic behavior is inheritable) “Riktiga män tar inte back-up” Så stod det på omslaget till kurslitteraturen i informationsteknologi på Handelshögskolan i Stockholm 1990. Den moderna varianten nästan… Continue Reading →

How can you change the powerful loop that is your habitual life

Topic: You are a product of your friends, co-workers, family, furniture, architecture, restaurants, shops and streets Discussion: You start out shaping your environment, but soon it’s shaping you, until you form a stable, self-reinforcing loop. Tip: Try to identify malign… Continue Reading →

Guld — den enda riskfria tillgången

TIM och TINA För tillfället är TINA en populär förkortning. There Is No Alternative (to stocks). Det är typiskt efter en lång tid av uppgång utan någon större korrektion att tro att den största risken är utebliven avkastning, att stå… Continue Reading →