18 Degree Journal Tunes

andreevdan

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Writings by 18 Degree Journal. Disclaimer: All content shared is for educational and entertainment purposes only. I am investing my personal capital exclusively and am NOT registered as an investment adviser. I am not soliciting, nor will I accept, any outside capital or investors. This is a personal journal of my own strategy, not financial advice.

Aug 6

WriteUp - AlphaPolis Co., Ltd. (Tokyo Stock Exchange: $9467)

Hey everyone! This week I wanted to share a very short write-up on what I believe is one of those hidden, high-quality compounding businesses hiding in plain sight. AlphaPolis has one of the most fascinating business models I've come across in years, combining powerful network effects, incredible operating leverage, and what I think is a very compelling valuation. I hope you enjoy the read! Full Article: https://andreevdan.substack.com/p/writeup-alphapolis-co-ltd-tokyo-stock?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Disclaimer Below:"The 18 Degree Journal is a personal research log and blog published strictly for informational, educational, and entertainment purposes. Nothing contained in this publication, podcast, or associated media constitutes professional investment, legal, financial, or tax advice, nor does it represent a solicitation or recommendation to buy or sell any security, asset, or financial instrument. The author is a private investor managing personal capital and is not a registered investment advisor, financial analyst, or broker-dealer in Canada or any other jurisdiction. All analysis, data, and opinions are presented "as is" without any express or implied warranties regarding accuracy, completeness, or suitability for any specific purpose. Investors must conduct their own independent due diligence and consult with a licensed professional before making any financial decisions. Potential Conflicts of Interest: The author may hold long, short, or beneficial positions in any of the securities, companies, or assets discussed in this journal at any time, without obligation to provide updates or notification of changes in positioning."
Jul 15

WriteUp : Saramin Co Ltd $143240 (KOSDAQ)

Hey everyone,Finally got over the line and found some time to finish this video!Today's piece: South Korea's second-largest job board platform, trading below cash. Saramin Co., Ltd. ($143240, KOSDAQ).In short: Saramin sold off its stake in Remember (a Korean business-card/networking app) in 2025, leaving it sitting on a cash and deposits pile worth more than the entire company's current market cap. Throw in a real estate trust and some investment property on top of that, and you're basically being paid to take a still-profitable HR-tech platform off their hands.In the video I get into how the actual business works (career platform, staffing, HR consulting), the ongoing fight with JobKorea and whether they're anywhere near the "tipping point" where one platform just runs away with it, a back-of-the-napkin valuation of the business itself even in a pretty pessimistic scenario, and some of the risks, Korean governance structures, currency exposure, and the chance JobKorea just keeps winning.Full written write-up with all the sourcing and detail:https://open.substack.com/pub/andreev...(Automated) Disclaimer Below:"The 18 Degree Journal is a personal research log and blog published strictly for informational, educational, and entertainment purposes. Nothing contained in this publication, podcast, or associated media constitutes professional investment, legal, financial, or tax advice, nor does it represent a solicitation or recommendation to buy or sell any security, asset, or financial instrument. The author is a private investor managing personal capital and is not a registered investment advisor, financial analyst, or broker-dealer in Canada or any other jurisdiction. All analysis, data, and opinions are presented "as is" without any express or implied warranties regarding accuracy, completeness, or suitability for any specific purpose. Investors must conduct their own independent due diligence and consult with a licensed professional before making any financial decisions. Potential Conflicts of Interest: The author may hold long, short, or beneficial positions in any of the securities, companies, or assets discussed in this journal at any time, without obligation to provide updates or notification of changes in positioning."
Jun 27

Memo & Fractional Write Up - An Update & Apologies

It has been a very long time (I know, I know...). Writing became the sacrificial lamb to keep up with life lately, but I’m currently traveling in South America to unwind and finally have the breathing room to get back into it.In this video, I’m sharing a quick update on what's been eating my time, including an "AI feedback loop" I got stuck in while optimizing my workflow, and a sneak peek at a Global Logbook tool I'm building with a friend—inspired by Warren Buffett’s old-school Moody’s manual flip-throughs—to replace standard doom-scrolling with market screening. I also dive into the downward spiral of Mount Logan Capital ($MLCI), what I've learned from experts and executives about their insurance cash loops, and why it probably belonged in the "too hard" pile from the start.Read the full, detailed memo on Substack: https://andreevdan.substack.com/p/memo-and-fractional-write-up-an-updateSubscribe to the 18 Degree Journal: https://andreevdan.substack.com/Let me know in the comments if you have any feedback on the logbook tool, or which market we should flip through first. Until next time, cheers!Important Disclosure: All content provided in this video is for educational and entertainment purposes only. The author is investing personal funds only and is not a registered investment advisor or broker-dealer. No content here constitutes a solicitation, recommendation, or offer to buy or sell any securities. Investing involves risk; please consult a professional before making financial decisions.#ValueInvesting #StockMarket #MLCI #SmallCaps #InvestingWorkflow
Apr 6

Memo - On The Changing Dynamic Between Software & AI - April 2026

Hello Everyone, It's been a almost a year since we started, and I'm extremely thankful for your support & feedback. I hope to keep growing alongside you all. I decided to try to capture some of my thoughts on the current AI narrative, and I hope at least some parts of it are comprehensible. Thank you and cheers! Full Article: https://andreevdan.substack.com/p/memo-on-the-changing-dynamic-between?r=4klyy7 #AI #GenerativeAI #LLM #ArtificialIntelligence #SaaS #SoftwareEngineering #FutureOfSoftware #AILimitations #MachineLearning #AITools #VibeCoding #ProductDesign #CloudComputing #LocalAI #TechTrends #18DegreeJournal #AIDebate #FutureOfWork #TechPodcast #GenAI
Mar 29

WriteUp - Mini Intro Write Up - DFM

It's been a while since I posted, and a few ideas have been turning over, so I decided to introduce an idea after so long. Hope you enjoy. Full Article: https://open.substack.com/pub/andreevdan/p/writeup-mini-intro-write-up-dfm?utm_campaign=post-expanded-share&utm_medium=web Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.
Feb 22

MEMO - 100 Year Holding

Hello again, I was recently posed quite an interesting question: “If you could own only one business for the next 100 years, at any valuation, what would it be, and why?” So, I decided to note my thinking and see how it changes every 5 years. Enjoy! Article: https://open.substack.com/pub/andreevdan/p/memo-100-year-holding?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Substack: https://andreevdan.substack.com/Spotify: https://open.spotify.com/show/5MNW9zh5C93o4Equb5OrA9?si=B6dzp6YuQ6-NevUicU-iVA#AssetManagement #InsuranceBusiness #InvestmentResearch #FinancialModeling #SmallCapStocks #EquityResearch #InvestingChronicles #PortfolioManagement #DeepDiveDisclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.
Feb 19

WriteUp - $MLCI Post Tender Update

Hey everyone, Following up on the end of the tender offer and the recent 25% drop in the stock price. Now that the dust has settled, I wanted to take a closer look at the "hidden risks" inside MLCI that make this such a twitchy play right now. Full article: https://open.substack.com/pub/andreevdan/p/writeup-mlci-post-tender-update?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Past Article: https://andreevdan.substack.com/p/write-up-arbitrage-opportunity-mount?r=4klyy7 Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.
Feb 16

WriteUp - A Hidden Gem with Shareholder Friendly Management $HME

Hey Everyone, Today, I wanted to share a look at a Canadian oil producer that is actually resilient on the downside. I was not looking for "lottery tickets"; instead, I went searching for companies that don’t need a massive oil spike just to keep the lights on. With costs coming in at just over $15 CAD per barrel, a very interesting company emerged: Hemisphere Energy ($HME)! Between their technical edge in Polymer Flooding (the "dish soap" method) and a management team that actually prioritizes returning capital to shareholders, this feels more like a Charlie Munger "Belridge Oil" play than a typical junior explorer. Read Full Article here: https://open.substack.com/pub/andreevdan/p/writeup-a-hidden-gem-with-shareholder?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.

Writings by 18 Degree Journal. Disclaimer: All content shared is for educational and entertainment purposes only. I am investing my personal capital exclusively and am NOT registered as an investment adviser. I am not soliciting, nor will I accept, any outside capital or investors. This is a personal journal of my own strategy, not financial advice.

Creator

andreevdan
Years Active

2025 - 2026
Episodes

37
Rating

Clean
Copyright

© andreevdan
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18 Degree Journal Tunes