Mar 23, 2013

Moved to tumblr

I decided to move to tumblr. Why?

In part because of looks and functionality: It looks better and feels more modern. This is opposed to blogger that is old and ugly, and has been stale for quite some time.

And in part because google is the keeper of blogger - and given that google seems to let so many of its side project whither and die nowadays (most recent being google reader), I don’t feel safe being there. It’s either google+ or die. This is opposed to tumblr, where I assume that the owners have a large interest in its continuation.

Mar 22, 2013

Neither dead nor giving up...

Time for some updates. Looking at the TODO list:

 - Get a job. // Fixed
 - Go on a vacation (haven't had one in a long time) // It's planned, fuck yeah.
 - Get a drivers licensce (started practising today). // Well underway
 - Read a few classics on investing (The intelligent investor and One up on wall street are on their way) and carry out a few proper analysies. // On the way, also reading 5 rules for successful stock investing. Investing has been quite the hobby lately. Will get back to the analysies in June, when I'll at least look att Boule.
 - Introspect a lot about the many biases that show themselves when investing. Derive some scheme to counteract them. // In the back of the head
 - Read hpmor and other LW stuff. // 1/4 of hpmor, not much on LW.


Recent investment stuff:
 * Sold of H&M. I can't evaluate the company and they're quite expensive.
 * Added to my position in Boule. I like them a lot, and I've put some effort into to analyzing them. Classify it as high risk though.
 * Kept Handelsbanken for a while, sold with +12%. The reason that I sold is that I can't analyze them (and I'm happy to take the 12%)
 * Sold all my gold. I want to keep my money primarily in the stock market. I only expect gold to be safety against inflation (in the long run, with a lot of volatility in the short term, which is only negative), and I think I can do better than that.
 * Added to my position in Apple. To cheap to resist (although now half my portfolio is Apple, which is rather risky. But f-it, the more I learn about them the more I realize what a fantastic company they are and how undervalued they are right now. It's reasonable for me to take some well placed risks).
 * I've got a bit of monies laying around that I can invest, but I don't want to rush and I'll wait for a good opportunity.


Other:
* Started to look at OpenCL. Parallellism is fun and will become even more important. Anyone with experience?

Jan 12, 2013

Greed is good ...

since it provides incentive to use your resources in the most efficient way. True greed works in the long term.

Liberterianism is good, since it frees each person to use their life in the most effecient way. Whatever that means depends on each person.

I've started looking at free to choose, high quality stuff. I like Milton Friedman. His grandson is up to some interesting stuff as well.


------------------------------------------------------------------------------

Other stuff:
 - Changed the design of this blog a bit, I'm quite happy with the current iteration.
 - Added another cat to the household, so now we have the cats Mises and Pip.
 - Bought some H&M stock at a fairly good price, got some before and after a recent dip following some negative reports. I think I bought them at a reasonable price, especially considering that the dividend payout isn't to far away (May).

Jan 8, 2013

The coming year.

It's a new year and I thought I might write a few notes about what I look forward to in the coming year and what I like the theme of the coming year to be (including some practical committments).

So the largest change in my life will be that I graduate with a master of science in engineering. I look forward to this a great deal, I've been studying for a long time and I've felt ready to start working for almost a year now. I'll do my thesis at a company at which I worked during the summer and autumn, perhaps I'll even land a job there later. What I look forward to is:
 - Start doing real stuff, which is more fun, interesting and motivating.
 - Regular working hours.
 - Earn (instead of borrow) money.

So, what would I like to accomplish this year, what will the theme of this year be? Last years was to grow up and start working, which I did to the largest extent possible given my studies. The theme of this year will be to start living an adult lifestyle full time. Some stuff I want to get done:
 - Graduate (which means start and finish the thesis, starting next week)
 - Get a job.
 - Go on a vacation (haven't had one in a long time)
 - Get a drivers licensce (started practising today).
 - Read a few classics on investing (The intelligent investor and One up on wall street are on their way) and carry out a few proper analysies.
 - Introspect a lot about the many biases that show themselves when investing. Derive some scheme to counteract them.
 - Read hpmor and other LW stuff.





--------------------------------------------------------------------------------

Regarding my recent investments. I've sold of most of them except Apple, Boule Diagnostics and Avanza Zero.
 - Having read a fair bit about, and looked at a fair bit of numbers I've determined that I think Apple is currently undervalued, therefore I invest in them.
 - I've looked a bit at Boule Diagnostics, their business model, their numbers and their growth potential and determined that I like to own a share of their company (albeit a small one).
 - Avanza zero is just nice.
 - I'll probably add a position in H&M in the near future aswell, following reasoning from authority and their current fairly cheap stock.

I'll end up with something like 175ksek invested in the first half of this year. Will hopefully add more during the autumn as I start to actually earn money.