Investment Methodology
Mandate
A small monthly position in a publicly traded company building one of the emerging technologies depicted in our sci-fi book club's monthly pick.
- Strategy type
- Thematic long-only equity, public companies only
- Universe
- Publicly traded equities (NYSE, NASDAQ, OTC)
- Investment size
- ~$100 per book
- Selection cadence
- Monthly, after book club
- Inception
- January 2025
Process
How a book becomes a trade.
- 01
Pick a book in book club (democratically).
- 02
Read the book and take notes on any “emerging technologies.”
- 03
Research papers on arXiv from academia, read about startups using said technology, often reviewing clinical trial data, comparing competitors in the same space, using tools like Perplexity to find options with public listings.
- 04
Make a small ~$100 investment in one of the public companies.
Disclaimer
This portfolio is a personal, illustrative project and does not constitute investment advice, a recommendation to buy or sell any security, or an offer of any investment product. Past performance of the described positions is not indicative of future results.
The fund manager may hold personal positions in the securities described. All information is provided for educational and entertainment purposes only. Nothing herein should be construed as financial, legal, or tax advice.