I’ve decided to start documenting some of my investment viewpoints every now and then. This will help me see how wrong my opinions were when I look back in future years.

Currently feels like there is a lot of euphoria out there right now. Overall markets are quietly richly valued although many of the high flying tech names have experienced sharp drops in prices. I am looking into zoom, square, docusign and coinbase as potential investments but need to do some more digging. It’s very rare that I add a new positions so I need to spend some proper time doing the research.

Cryptocurrencies are off about 40% from the highs but I’m still very bullish on the long terms success of bitcoin and ethereum.