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Annual Letter 2025
Overview positions and macro
Jan 21
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Dragonfly Investing
8
1
1
Annual Letter 2024
Overview, portfolio and lessons
Jan 29, 2025
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Dragonfly Investing
8
1
2
Long Ideas 25/6/24
Overview of actionable ideas I am owning/looking at
Jun 24, 2024
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Dragonfly Investing
3
1
Annual Letter 23
Macro Overview, Portfolio and Lessons
Feb 2, 2024
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Dragonfly Investing
4
2
Delta Apparel
update
Dec 6, 2023
•
Dragonfly Investing
2
The Fed is Done: Beating the market by learning from the past
Exploring monetary policies, inflation, rates and positioning to outperform
Oct 3, 2023
•
Dragonfly Investing
12
Coming soon
Currently writing my first post giving an overview of my current portfolio.
Sep 17, 2023
•
Dragonfly Investing
4
Dragonfly Investing
Macroeconomics and Investing
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