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.

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

31 min
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.

16 min
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.

5 min
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.

16 min
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.

10 min
Feb 10

Spotlight - Peter Smith @ Palm Harbour Capital

Hey Everyone, Continuing the rollout of the fund managers’ articles today (are you tired of them yet?). Today, we have someone who is (for now) a little less known in the community (at least from my experience), an up-and-coming passionate fund manager. Please “welcome” Peter Smith of Palm Harbour Capital. Full Article : https://andreevdan.substack.com/p/spotlight-peter-smith-palm-harbour?r=4klyy7 Peter's Website: https://www.palmharbourcapital.com/en/ 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 may hold 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.

14 min
Feb 4

MEMO - A Mini Memo On The 3-ish Books That have Influenced Me So far

Hello Hello, As promised, I'm quickly back and running on the next article. This one is going to be short and sweet. In the last memo, I talked about the books I read and pondered over in 2025 (I’ll link it at the end of this section). Having finished that, I realized it might actually be a good moment to stop for a second and think about something slightly different: the three-ish books that have had the biggest impact on my life so far. And yes, I said three-ish because, once again, I “cheated.” You’ll see what I mean in a second. Full article: https://open.substack.com/pub/andreevdan/p/memo-a-mini-memo-on-the-3-ish-books?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Previous Memo (2025 Books): https://andreevdan.substack.com/p/memo-2025-read-books-reflection?r=4klyy7 Attached to the books below are links; all but one (the one with it disabled) are Amazon affiliate links. If you purchase books through those links, I will receive a commission at no cost to you (subject to other conditions). If I do receive commission, it will be used to further develop the 18-degree journal. However, don’t feel pressured. If you prefer not to use them, a quick Google search for the title works just as well. All Book covers taken directly from Amazon. Thinking, Fast and Slow (Daniel Kahneman): ⁠https://amzn.to/4qRHLgn The Inheritance Cycle (Christopher Paolini): https://amzn.to/3MmmMDo Percy Jackson and the Olympians (Rick Riordan): ⁠https://amzn.to/4atYQqT The Education of a Value Investor (Guy Spier): https://amzn.to/3NRyxCl The Dhandho Investor (Mohnish Pabrai): https://amzn.to/3ZgN2lD Damn Right! (Janet Lowe): ⁠https://amzn.to/3LRkImS ⁠ Shoe Dog (Phil Knight): ⁠https://amzn.to/4tjVpe0 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.

7 min
Feb 1

MEMO - 2025 Read Books Reflection

Hey Everyone, A short special episode quickly going over the book that I had the pleasure of going over this year. Full article: https://open.substack.com/pub/andreevdan/p/memo-2025-read-books-reflection?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Attached to the books below are links; all but one (the one with it disabled) are Amazon affiliate links. If you purchase books through those links, I will receive a commission at no cost to you (subject to other conditions). If I do receive commission, it will be used to further develop the 18-degree journal. However, don’t feel pressured. If you prefer not to use them, a quick Google search for the title works just as well (you can highlight and right-click to search Google directly for local bookstores and a normal Amazon link). All Book covers taken directly from Amazon. Thought-Provoking & Timeless The Lost Bank (Kristen Grind): https://amzn.to/4a7kUX8 Buffett’s Early Investments (Brett Gardner): https://amzn.to/4t9D3w6 Buffett and Munger Unscripted (Alex W. Morris): https://amzn.to/45FtKtT The War Below (Ernest Scheyder): https://amzn.to/49OsqHw China & Global Economics Apple in China (Patrick McGee): https://amzn.to/3NQVCFa To Overthrow the World (Sean McMeekin): https://www.amazon.com/Overthrow-World-Rise-Fall-Communism/dp/1541604580 (Non-Affiliate) House of Huawei (Eva Dou): https://amzn.to/49NrCTe Business & Biographies The LEGO Story (Jens Andersen): https://amzn.to/4taxVYs Junk to Gold (Willis Johnson): https://amzn.to/3NW4oBK Source Code: My Beginnings (Bill Gates): https://amzn.to/49OpDOy Honorable Mentions Who Is Government? (Michael Lewis): https://amzn.to/3OcUNqe The Frackers (Gregory Zuckerman): https://amzn.to/3LGLU7O The Fund (Rob Copeland): https://amzn.to/49RoOoc The Man Who Knew (Sebastian Mallaby): https://amzn.to/4t5cIPT Revenge of the Tipping Point (Malcolm Gladwell): https://amzn.to/4fRkIAn 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.

19 min

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

34
Rating

Clean
Copyright

© andreevdan
Show Website

18 Degree Journal Tunes