DS Compounding

Tag: inflation

  • Words: How Meaning Becomes Power

    How words shape mental models, influence power, and affect our capacity to act—from money and comfort to social media, AI, and first-principles thinking.

  • Esc.

    Letter to followers Last year, I wrote about energy and the many ways we can compound it—or at least prevent it from leaking. I described my investments as akin to observing the horizon and seeing what waves the sea presents to us. I spent a month in Hawaii, watching surfers near the pier, trying to…

  • Is Bitcoin a religion?

    credits Bitcoin Apex Art | Bitcoin-art The following article is a response to a critic of Bitcoin. The critic compared Bitcoin to a religion and a cult, stating that Bitcoin will never replace traditional currencies and the state. “Could you explain to me how a state is able to do monetary policies with a decentralized…

  • Compound your Energy

    Your most precious asset is your energy,  which can be compounded by the collective human ability to think. #TheTimeMachinePortfolio “Those pieces of paper, which should have been gold, are a token of honor–your claim upon the energy of the men who produce. Your wallet is your statement of hope that somewhere in the world around…

  • List of Gurus

    “If I have seen further it is by standing on the shoulders of Giants.” Isaac Newton Value investors – Benjamin Graham– Warren Buffet– Charlie Munger– Seth Klarmann– Li Lu– David Einhorn– Bruce Greenwald– Guy Spier– Monhish Pabrai– Phil Town– Bill Miller– DSCompounding Investors – Peter Lynch– Marks Howard– Soros George– Druckenmiller Stanley– Joel Greenblatt– Bill…

  • 18. Intrinsic Value – Discounted Cash Flow

    Why a lemon drink and a paradisiac beach?  Because at the end of this journey, we will meet together on an exotic beach as digital nomads, enjoying the dividends of our companies.  Am I joking?  Every great adventure contains a treasure to discover, risks, and a good dose of uncertainty. I cannot tell you the…

  • The Mentors: Nomad Letters quotes

    “Investing is a wonderful, thoughtful, adventure but it can also be self-centered, a tendency that can be reinforced by the wealth that can follow. We think it is true that, once past X-amount, real meaning comes with reinvesting in society through charitable giving, which can also be a thoughtful, challenging, wonderful adventure, but with the…

  • Metaverse

    Fig. TEDx Talk: The future of an immersive Metaverse | Artur Sychov | TEDxUNYP Metaverse in the context of physical and digital scarcity. Automatization, by its nature, is a deflationary force, the unique force with delocalization of labor able of guaranteeing a profit margin sufficient to maintain profitable a businessin an environment with inflationary force…

  • 17. Cash Flow Statement Analysis

    This is the last chapter of the analysis of the financial statements. In my opinion, the Cash Flow statement is the most important because it describes the amount of cash and cash equivalents entering the company.  What we are going to learn:  As we saw in the first article, the income statement uses the accrual…

  • Athenaeum – Library

    Fig 1. Giordano Bruno “Believe that nothing is impossible for you, think yourself immortal and capable of understanding all, all arts, all sciences, the nature of every living being. Mount higher than the highest height; descend lower than the lowest depth.”Giordano Bruno DSCompounding letters to investors Psychology Society Philosophy Value Investing Accounting Management Recessions and…