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Introducing Oli the Cat
A little while ago, I did a quick post-mortem on my own investing routine and performance. A few cheeky but sobering conclusions emerged:
- I spend 50%+ of my time on things that barely help make money — channel checks, positioning, money flow, macro analysis… you name it.
- The best-performing ideas are always deceptively simple:
- $NVDA since 2016: Computing will only get more important, so find the most efficient company scaling compute.
- $TSMC since 2019: Foundries are going to outperform the broader semiconductor market.
- China banks & utilities since 2023: The Chinese economy is hurting, and rates will head lower. Obvious.
So, I decided to start this blog — a place to record thoughts based purely on public info and first-principles thinking. Here's what you'll find here:
- Deep Dive: In-depth research on a single company.
- Update: Thoughts on earnings and event-driven stuff.
- Topic: Essays on specific themes.
- Random Thoughts: Musings beyond investing.
- Model: Excel model I actually use…
- Others
And yes, the blog is titled Invest for My Cat by Oli — so obviously, this is not investment advice. Why? Because Oli, as you can see below, is the Chief Investment Officer around here — and frankly, her accuracy is... questionable.
If you have any thoughts, questions, or just want to say hi — leave a comment or shoot me an email: Invest4MyCat@gmail.com
Hope you enjoy my blog!