Gemalpha
Finance and crypto
stock investing tool
SHOW HN2020
How HN took it
0 positive, 2 neutral or asking, 2 mixed, 2 critical, out of 6 comments about the project. Thread score -0.25.
Idea: 0 for, 1 againstPerformance: 0 for, 1 against
The thread, comment by comment
Each row is a top-level comment and its replies, in HN's order. Select a cell to open that comment on HN.
positive neutral or mixed critical about another commenter or something else the maker
What HN said
What people liked
Backtests show outperformance over S&P 500
From 1 comment
I've had the same effect: a few breakout companies have repeatedly unbalanced my portfolio that is otherwise index funds over the past 30 years. It's unclear whether I'm smart or…
jfengel on HN
Objections
Undervalued can remain undervalued indefinitely
From 1 comment
Unfortunately, the same rule that applies to shorting overpriced companies ("The market can remain irrational longer than you can remain solvent") also applies to going long on…
jfengel on HN
Backtest cuts off in 2018, looks selective
From 1 comment
I've had the same effect: a few breakout companies have repeatedly unbalanced my portfolio that is otherwise index funds over the past 30 years. It's unclear whether I'm smart or…
jfengel on HN
Claim of undervaluation needs stronger evidence
From 1 comment
How can you be confident these companies are undervalued? I feel like if you really had a good system, you could capitalize heavily directly by taking aggressive options…
the__alchemist on HN
If it works, why sell it to others
From 1 comment
If this works so well, why are you offering it to other people?
russdpale on HN
Requests
Explain why these companies are special and why to trust the method
From 1 comment
We're in the era of disruptive innovation, where whole industries get gutted and replaced by the next big thing. For example, the iPhone disrupted a long tail of physical…
maxharris on HN
Questions
How is undervalued defined and measured
From 1 comment
How can you be confident these companies are undervalued? I feel like if you really had a good system, you could capitalize heavily directly by taking aggressive options…
the__alchemist on HN
Why offer it to others if it works so well
From 1 comment
If this works so well, why are you offering it to other people?
russdpale on HN
Alternatives named
Index funds
From 1 comment
I've had the same effect: a few breakout companies have repeatedly unbalanced my portfolio that is otherwise index funds over the past 30 years. It's unclear whether I'm smart or…
jfengel on HN
Disruptive innovation investing
From 1 comment
We're in the era of disruptive innovation, where whole industries get gutted and replaced by the next big thing. For example, the iPhone disrupted a long tail of physical…
maxharris on HN