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escapevelocity
kenzo

Beat the SP500 returns for 10 consecutive years

2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2023
2032
In Progress
7 followers
The journal of my attempt to beat market returns for 10 years straight, through stock picking and trading. I aim to grow a brokerage account into the 8 figures and achieve Financial Independence. I wi…
  • escapevelocity
    Day 391
    ·
    May 26
    I'm almost ready to go "all-in" on a specific asset again. That conviction has been rising decisively over the last few months. Last time I had this feeling was in 2022, when I bought bitcoin around 15k, and put half of my retirement account into it. And then in 2024, when I bought AST Space Mobile for below $3. Those investments changed my life. I'm feeling it again today. It's that kind of…
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    Olivier
    15h
    @escapevelocity I agree with you. ETF is too widespread now. When an idea becomes widespread/mainstream then usually it is going to fall soon or later. This current market seems very high to me, so the bubble could explode much higher than the previous ones. As you say, usually the market will punish "normal" people and only rich and wise people will benefit from each crisis. I believe that mos…
    Reply
  • escapevelocity
    Day 383
    ·
    May 18
    Reflexivity: the process of examining how the observer is never entirely separate from the observed. In finance, it describe a self-reinforcing feedback loop where market sentiment alters the fundamentals of a market. For example, rising asset prices --> more buyers --> prices goes even higher ---> create bubble.
  • escapevelocity
    Day 379
    ·
    May 14
    Unusual Machines $UMAC: strong Q1 2026 earnings. 296% rev increase YoY, to $8.1m. From 20 to 190+ employees in a year. This is a pick and shovel drone company. I'm adding after hours.
  • escapevelocity
    Day 363
    ·
    Apr 28
    Interesting new space ETF, $NASA. Has heavy $ASTS, $RKLB, Space X, $RDW exposure. I don't buy ETFs, but will be interesting to track sentiment.
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    kenzo
    29d
    @remster I prefer to concentrate my portfolio with the hope to realize outsized returns. More risks and higher vol for sure lol.
    Reply
  • Idea
    escapevelocity
    Day 348
    ·
    Apr 13
    Speculative 20x idea: Solid Power ($SLDP), $2.98. A quite secretive solid state battery (SSB) company, focusing on selling their proprietary electrolyte powder to manufacturers. Backed by BMW, Ford, has a partnership with SK ON and Samsung SDI. SSBs are safer, have higher energy density than liquid Li-ion batteries, and the EV industry is expecting mass adoption by 2030. I like that the business m…
    4
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    kenzo
    2mo
    @ilona TAM could be in the multiple billions of annual rev, in few years. Millions of vehicles multiplied by a few hundreds dollars per license. Currently valued at 700m$ mcap, this could be a 10-20x within 5 years, but only if they become the gold standard for solid batteries.
    Reply