Curiosity is my middle name. I started my career as a fixed-income quant focusing on Polish bonds, later expanding into US Treasuries, before transitioning to the equity side as one of the youngest pension fund managers in Poland, running the equity book mostly single-handedly at the age of 25. A few years later, after delivering strong results, I experienced burnout and chose to spend a decade as a full-time private investor, focusing on major stock indices and commodity futures. I then returned to the institutional side, spending seven years managing a global listed REITs alternative fund for a Luxembourg-based boutique. While the investment track record was excellent, asset growth was sluggish, and with the outlook for REITs in 2024 looking average at best, I decided to pivot. Today, I dive deep into secular technology trends on my own—specifically the AI revolution, space tech, quantum computing, and biotechnology. I am here on Seeking Alpha to share my research, investment ideas, and financial models. While I am not a native English speaker, I let the quality of my numbers do the talking. My modeling approach is strictly conservative (often highly so); over 30 years of market experience have taught me that incorporating a wide margin of safety is vital, as market anomalies and negative surprises happen far more often than most people, and especially analysts, like to admit.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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