About
Born in Ukraine. In 2008, I was seventeen — hryvnia down 50%, banks frozen, real estate in freefall. A good start. Not my choice.
In the market since 2011. First trades — Greece. Everyone was exiting, assets were trading below any reasonable valuation. Got in. Paid for the education.
I select assets by one criterion — they must generate cash flow. Real estate, equities, bonds, derivatives pass. Everything else is not my story.
I enter when price is clearly below value. I wait when it's not. Most of the time — I wait.
Investment Thesis
Price and value are different things. Patience is the strategy.
A journal of positions and thinking. Reading is optional.