Investing - Interconnected

Topics: Quarterly and Annual Letters• Investing•

Q3 2024: Clock Starts Anew

Plus reactions to big tech earnings and election day "playbook"

When Volatility is High, Berkshire Calms Me Down

Before we get into our post today, I hope you check out the most recent episode of the Sinica Podcast, one of my favorite pods out there, where I chop it up with Kaiser Kuo and Paul Triolo on all things China when it

Topics: Cloud Industry• AI• Investing•

Software Is Not Dead

But AI is killing “land and expand”

Topics: Investing• Quarterly and Annual Letters•

($) Less is More: 2023 Annual Letter

Topics: Investing• Monthly Review•

🍁November Review: Micro Plus Macro and the Roblox Story

When we introduced Interconnected 2.0 in October, one of the new elements was a monthly post sharing our observations on the market and any interesting investment research work we undertook in the previous month. Today’s post is the first installment of this

Topics: Investing•

💸Q3 2023 Performance Update

With Q3 officially behind us, I would like to share a quick update on the Interconnected portfolio’s quarterly investment performance update, as we have done in the previous two quarters. Here is our Q3 2023 (and cumulative 2023) performance and quarterly benchmarks comparison

Topics: Investing•

🤑H1/Q2 2023 Performance Update (and A Poll)

With the first half (H1) of 2023 behind us, it is time again for my quarterly performance update on my investment portfolio. Here is the H1/Q2 2023 performance and benchmarks comparison (as of June 30): * Interconnected Portfolio H1: +220.12% (Q2: +53.66%

Topics: Investing•

Q1 2023: Performance Update

Back in January, I published our first Interconnected Annual Letter to share the Interconnected public market portfolio performance in 2022 and my learning along the way. Even though I don’t manage anyone else’s money but my own, writing the letter was a

Topics: Annual Letter• Semiconductor• Investing•

Interconnected Annual Letter 2022

As we shake off the holiday-induced “mental cobwebs'' and embrace a new year, I’m starting a new ritual – the Interconnected Annual Letter. Admittedly, this is a shameless mimicry of the ritual behind Warren Buffett’s famed Berkshire Hathaway annual letters, as