Archive - Dragonfly Investing

Annual Letter 2024

Overview, portfolio and lessons

Jan 29 •

Dragonfly Investing

7

June 2024

Long Ideas 25/6/24

Overview of actionable ideas I am owning/looking at

Jun 24, 2024 •

Dragonfly Investing

3

February 2024

Annual Letter 23

Macro Overview, Portfolio and Lessons

Feb 2, 2024 •

Dragonfly Investing

4

2

December 2023

Dec 6, 2023 •

October 2023

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

September 2023

Coming soon

Currently writing my first post giving an overview of my current portfolio.

Sep 17, 2023 •

Dragonfly Investing

4

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