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Mercado Libre reverse DCF: pricing a strong but fragile fintech edge
Let's talk numbers, not vibes
Mar 3
•
I, Bayes
11
1
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The case for European dividend ETFs
Dividends aren't just for grandmas
Feb 25
•
I, Bayes
7
2
Three blind spots in the passive investing playbook
The hidden cost of zero tracking error, the "rising tide" bias, and the flaws of naive diversification
Dec 2, 2025
•
I, Bayes
2
Is META undervalued after the dip?
3-scenario analysis through expectations investing lens
Nov 12, 2025
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I, Bayes
1
3
1
Stock spin-off investing: does it still work today?
A backtest of 2023 spin-offs
Nov 4, 2025
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I, Bayes
5
2
Expectations Investing: a fundamental book on stock valuation
Review & summary
Oct 22, 2025
•
I, Bayes
6
3
2
ChatGPT for stock-picking: could simple AI screening improve a portfolio?
A quick backtest + thoughts about AI’s place in investment research
Oct 16, 2025
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I, Bayes
1
1
How do I combine active and passive investments
The time machine method
Oct 13, 2025
•
I, Bayes
2
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