Since August, I've been writing this ETH and BMNR collection, which can be considered a column. This is also my first attempt to combine quantitative and qualitative analysis to track and analyze the same company and build a model to deduce ranges. (Previous analyses of PLTR and Googl were mostly qualitative.)
Over the weekend, I fed all the analysis articles since August to Gemini 3pro, hoping to train it as an investment advisor to help me fill in the blind spots. I received very inspiring feedback from Gemini and also realized belatedly that my analytical framework is gradually improving.
I'm very happy—I've found the joy of investing.
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