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18 Degree Journal Tunes

Podcast door andreevdan

Engels

Business

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Writings by 18 Degree Journal. Disclaimer: All content shared is for educational and entertainment purposes only. I am investing my personal capital exclusively and am NOT registered as an investment adviser. I am not soliciting, nor will I accept, any outside capital or investors. This is a personal journal of my own strategy, not financial advice.

Alle afleveringen

34 afleveringen

aflevering WriteUp - Mini Intro Write Up - DFM artwork

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.

29 mrt 2026 - 15 min
aflevering MEMO - 100 Year Holding artwork

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.

22 feb 2026 - 5 min
aflevering WriteUp - $MLCI Post Tender Update artwork

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.

19 feb 2026 - 16 min
aflevering WriteUp - A Hidden Gem with Shareholder Friendly Management $HME artwork

WriteUp - A Hidden Gem with Shareholder Friendly Management $HME

Hey Everyone, Today, I wanted to share a look at a Canadian oil producer that is actually resilient on the downside. I was not looking for "lottery tickets"; instead, I went searching for companies that don’t need a massive oil spike just to keep the lights on. With costs coming in at just over $15 CAD per barrel, a very interesting company emerged: Hemisphere Energy ($HME)! Between their technical edge in Polymer Flooding (the "dish soap" method) and a management team that actually prioritizes returning capital to shareholders, this feels more like a Charlie Munger "Belridge Oil" play than a typical junior explorer. Read Full Article here: https://open.substack.com/pub/andreevdan/p/writeup-a-hidden-gem-with-shareholder?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true 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.

16 feb 2026 - 9 min
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
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