General

How I Use Claude as My Second Brain for Stock Research

Why the chat window isn’t enough, and what I use instead

Oct 18 • Sebastian Krog

My story: two years as a full-time investor

A good year, I've learned, is one where I barely have any losers.

Jun 28 • Sebastian Krog

Ready for Stagflation? Positioning for the Oil Shock — Weekly Treasure Hunt #05

Why the largest supply disruption in history is accelerating the bull case for Latin American energy producers.

Mar 15 • Sebastian Krog

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Tech is bleeding capital. Here's where it's landing

Feb 15 • Sebastian Krog

Do You Want to Be Right or Do You Want to Make Money?

The best stock pickers are not contrarian, neither high conviction—they are adaptable.

Feb 8 • Sebastian Krog

Is the Oil Sector a buy now? —Weekly Treasure Hunt #03

Hunting for value in the last lagging commodity

Jan 25 • Sebastian Krog

Trainwreck or contrarian buy? —Weekly Treasure Hunt #02

Hunting for value in "ugly" charts, tracking insider buys, and diving into a market leader with a new CEO.

Jan 18 • Sebastian Krog

Weekly Treasure Hunt #01—January 12th, 2026

5 beaten-down names, standout earnings, and a highlight from my watchlist

Jan 12 • Sebastian Krog

How I Turned a Three-Bagger Into a 50% Loss

A case study in behavioral finance and what happens when you can't admit you're wrong

Dec 21, 2025 • Sebastian Krog

How a “High-Probability Insight” Resulted in Buffett’s Best Investment…

…and what we can learn from it

Oct 17, 2025 • Sebastian Krog

The Power of Being Early: A Microcap Case Study

Why understanding the “discovery cycle” is still the greatest edge for retail investors

May 18, 2025 • Sebastian Krog

The Issue with Cheap Stocks

Why buying ‘cheap’ stocks can backfire—and what to look for instead.

Mar 21, 2025 • Sebastian Krog

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