Investing for Homeruns



I am reading this very interesting book called The Black Swan, which in a nut shell states the world is more random than we think. As humans we have to have a narrative to explain events, history, tragedy etc... because without it we go crazy. I highly recommend it! Read the reviews to get the real gist of it. Here is an excerpt of a review-

"Nassim argues that most of the really big events in our world are rare and unpredictable, and thus trying to extract generalizable stories to explain them may be emotionally satisfying, but it's practically useless."

This book has actually helped me clarify my investing style and business style. Which is to be apart of things that have the potential to be huge, a positive black swan. In the book he gives an example of the banking sector that for the most part doesn't have positive black swans they may have steady gains but they are very susceptible to negative black swans, like a run on the bank or the mortgage crisis. You rarely hear about one event giving a bank a huge revenue bump (besides buy another bank).

So the theory (if you can call it that) is to invest in companies that are positioned to have positive black swans. Granted you have more risk of loss but if you spread the risk over multiple stocks one will be a homerun and cover the small losses of the other companies. It is very similar to the theory behing VC investing. A bunch of small loses and 1 or 2 huge gains.

Here is a hodge podge of areas, technologies and companies I am either invested in or looking to invest in that I think have great potential for positive black swans:

genetics, cord banking, genetic mapping, alternative energy, solar energy, wind energy, mercado libre - Meli (the ebay of latin america), Corning - GLW, online marketing and online analytics.

To get some ideas I recommend reading the MIT Technology Review.

5 comments:

At December 14, 2015 at 2:21 AM ninest123 Ninest said...

ninest123 12.14
tory burch outlet, christian louboutin, louboutin uk, uggs on sale, nike free, michael kors outlet online, michael kors outlet, longchamp outlet, uggs on sale, nike outlet, louis vuitton handbags, nike air max, louis vuitton outlet online, michael kors handbags, longchamp outlet, michael kors, ralph lauren polo, ralph lauren outlet, replica watches, louis vuitton outlet, uggs on sale, oakley sunglasses, oakley sunglasses, louis vuitton, cheap jordans, tiffany jewelry, ray ban sunglasses, uggs outlet, gucci handbags, cheap oakley sunglasses, tiffany jewelry, nike air max, ray ban sunglasses, longchamp bags, prada handbags, prada outlet, burberry factory outlet, michael kors outlet online, oakley sunglasses, burberry outlet, ray ban sunglasses, christian louboutin, replica watches, michael kors outlet online, uggs outlet, louboutin shoes, oakley sunglasses, louis vuitton outlet

 
At December 14, 2015 at 2:23 AM ninest123 Ninest said...

nike free pas cher, jordan pas cher, timberland pas cher, coach outlet store online, ray ban uk, nike roshe run pas cher, true religion outlet, michael kors uk, new balance, nike air max uk, sac guess pas cher, replica handbags, true religion outlet, nike air max, nike roshe uk, michael kors outlet online, vanessa bruno pas cher, hollister uk, north face pas cher, lunette ray ban pas cher, north face uk, polo ralph lauren uk, abercrombie and fitch, coach purses, nike free, mulberry uk, true religion outlet, longchamp pas cher, nike air max uk, converse, michael kors, nike blazer pas cher, burberry pas cher, longchamp soldes, ralph lauren pas cher, vans pas cher, hermes pas cher, nike air max pas cher, nike air force, true religion jeans, hogan sito ufficiale, polo lacoste pas cher, lululemon outlet, lunette oakley pas cher, nike trainers uk, louboutin pas cher, abercrombie and fitch UK, nike tn pas cher, michael kors

 
At December 14, 2015 at 2:25 AM ninest123 Ninest said...

vans scarpe, mont blanc, reebok outlet, celine handbags, chi flat iron, iphone 5s cases, polo ralph lauren, iphone cases, herve leger, north face outlet, gucci, lululemon outlet, wedding dresses, valentino shoes, louboutin, vans outlet, hollister clothing, instyler ionic styler, soccer shoes, mcm handbags, hollister, nfl jerseys, soccer jerseys, insanity workout, iphone 6 cases, bottega veneta, nike air max, north face outlet, abercrombie and fitch, ray ban, giuseppe zanotti, jimmy choo outlet, mac cosmetics, softball bats, converse, new balance shoes, nike air max, oakley, nike roshe run, iphone 6s plus cases, beats by dre, s6 cases, hermes handbags, asics running shoes, ghd hair, iphone 6s cases, timberland boots, iphone 6 plus cases, ipad cases, babyliss pro, p90x workout, salvatore ferragamo

 
At December 14, 2015 at 2:27 AM ninest123 Ninest said...

juicy couture outlet, marc jacobs, moncler, moncler outlet, ugg uk, louis vuitton uk, louis vuitton, moncler, canada goose, coach outlet, moncler, pandora jewelry, canada goose, doke & gabbana, moncler, thomas sabo uk, canada goose pas cher, canada goose jackets, hollister, moncler uk, canada goose outlet, bottes ugg pas cher, ugg pas cher, sac louis vuitton, moncler jackets, barbour, canada goose outlet, canada goose uk, ugg,ugg australia,ugg italia, karen millen uk, montre pas cher, supra shoes, swarovski uk, wedding dresses uk, lancel, sac louis vuitton, toms shoes, juicy couture outlet, ugg,uggs,uggs canada, pandora jewelry, links of london uk, pandora uk, louis vuitton, canada goose jackets, replica watches, converse shoes outlet, moncler pas cher, barbour jackets uk, pandora charms, swarovski jewelry
ninest123 12.14

 
At December 7, 2016 at 8:32 AM Abel Ahar said...

Here we present to introduce to all visitors in this great blog. and thank you for allowing me .

cara menggugurkan kandungan
obat aborsi
tanda tanda kehamilan

 

Post a Comment