Memo & Fractional Write Up - An Update & Apologies

Memo & Fractional Write Up - An Update & Apologies

It has been a very long time (I know, I know...). Writing became the sacrificial lamb to keep up with life lately, but I’m currently traveling in South America to unwind and finally have the breathing room to get back into it.In this video, I’m sharing a quick update on what's been eating my time, including an "AI feedback loop" I got stuck in while optimizing my workflow, and a sneak peek at a Global Logbook tool I'm building with a friend—inspired by Warren Buffett’s old-school Moody’s manual flip-throughs—to replace standard doom-scrolling with market screening. I also dive into the downward spiral of Mount Logan Capital ($MLCI), what I've learned from experts and executives about their insurance cash loops, and why it probably belonged in the "too hard" pile from the start.Read the full, detailed memo on Substack: https://andreevdan.substack.com/p/memo-and-fractional-write-up-an-updateSubscribe to the 18 Degree Journal: https://andreevdan.substack.com/Let me know in the comments if you have any feedback on the logbook tool, or which market we should flip through first. Until next time, cheers!Important Disclosure: All content provided in this video is for educational and entertainment purposes only. The author is investing personal funds only and is not a registered investment advisor or broker-dealer. No content here constitutes a solicitation, recommendation, or offer to buy or sell any securities. Investing involves risk; please consult a professional before making financial decisions.#ValueInvesting #StockMarket #MLCI #SmallCaps #InvestingWorkflow

Memo - On The Changing Dynamic Between Software & AI - April 2026

Hello Everyone, It's been a almost a year since we started, and I'm extremely thankful for your support & feedback. I hope to keep growing alongside you all. I decided to try to capture some of my thoughts on the current AI narrative, and I hope at least some parts of it are comprehensible. Thank you and cheers! Full Article: https://andreevdan.substack.com/p/memo-on-the-changing-dynamic-between?r=4klyy7 #AI #GenerativeAI #LLM #ArtificialIntelligence #SaaS #SoftwareEngineering #FutureOfSoftware #AILimitations #MachineLearning #AITools #VibeCoding #ProductDesign #CloudComputing #LocalAI #TechTrends #18DegreeJournal #AIDebate #FutureOfWork #TechPodcast #GenAI

WriteUp - Mini Intro Write Up - DFM

It's been a while since I posted, and a few ideas have been turning over, so I decided to introduce an idea after so long. Hope you enjoy. Full Article: https://open.substack.com/pub/andreevdan/p/writeup-mini-intro-write-up-dfm?utm_campaign=post-expanded-share&utm_medium=web Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.

MEMO - 100 Year Holding

Hello again, I was recently posed quite an interesting question: “If you could own only one business for the next 100 years, at any valuation, what would it be, and why?”  So, I decided to note my thinking and see how it changes every 5 years. Enjoy! Article: https://open.substack.com/pub/andreevdan/p/memo-100-year-holding?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Substack: https://andreevdan.substack.com/Spotify: https://open.spotify.com/show/5MNW9zh5C93o4Equb5OrA9?si=B6dzp6YuQ6-NevUicU-iVA#AssetManagement #InsuranceBusiness #InvestmentResearch #FinancialModeling #SmallCapStocks #EquityResearch #InvestingChronicles #PortfolioManagement #DeepDiveDisclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.

WriteUp - $MLCI Post Tender Update

Hey everyone, Following up on the end of the tender offer and the recent 25% drop in the stock price. Now that the dust has settled, I wanted to take a closer look at the "hidden risks" inside MLCI that make this such a twitchy play right now. Full article: https://open.substack.com/pub/andreevdan/p/writeup-mlci-post-tender-update?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Past Article: https://andreevdan.substack.com/p/write-up-arbitrage-opportunity-mount?r=4klyy7 Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.