18 Degree Journal Tunes

A Misunderstood Disconnect: My Take I've been thinking about why it feels like the world's falling apart, even when, by most measures, we're doing better than ever. I believe it's because fear sells in the news, and social media creates these filter bubbles that reinforce negativity. Take the US-China situation and Huawei—it's a perfect example of how complex issues get simplif...

Ready for a rapid education on the taxi business? This episode is your crash course to getting up to speed on its underlying model. We cover the crucial background, from traditional operations to the forces of change, delivering a focused and informative look at how this vital service works. There is no fluff (hopefully), just the facts you need. Check out: https://open.substack.com/pub/andreevdan...

This piece, " Memo: Stepping Away from the Index ," details an investor's decision to exit their S&P 500 index fund position, driven by a discomfort with owning a "black box" and a commitment to understanding underlying investments. The author highlights concerns about the index's elevated valuations (P/E ~28, CAPE ~36.5), historical dividend lows (~1.3%), record ne...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

I meant to write a brief introduction about stock exchanges to lead into a stock write-up, but it ended up becoming its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-...

I meant to write a brief introduction about stock exchanges to lead into a stock write-up, but it ended up becoming its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

I meant to write a quick intro about stock exchanges to lead into a stock write-up... but it ended up turning into its own full project. Topics covered include: Introduction What is an Exchange & Instruments History Major Players Exchange Options Business Models Conclusions You can find the full breakdown on Substack here: https://open.substack.com/pub/andreevdan/p/background-the-business-of-e...

18 Degree Partnership Writings Full Letter at: https://open.substack.com/pub/andreevdan/p/memo-the-american-premium-bubble?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true