Arjanbartlema – Medium

Arjanbartlema

Arjanbartlema

Hi Tomer, some of your best work, wow. You bring out the best of bitcoin

Jul 14, 2023

Jul 14, 2023

Arjanbartlema

Bitcoin formula unwrapped

This is a daunting looking formula. But once we un-rap it we will see it is pretty strait forward. It says:

Feb 21, 2023

Bitcoin formula unwrapped

Feb 21, 2023

Arjanbartlema

Boskalis extraordinary shareholders meeting 24 Aug 22 — was extraordinary

At Amsterdam Capital Management we hold both Boskalis and its pursuitor HAL in portfolio. Both shares have been an outperform for some…

Aug 25, 2022

Aug 25, 2022

Arjanbartlema

When a risk-off asset is seen as a risk-on asset. Asymmetrical arbitrage

This is what happens when the many disagree with the few. One of the leading reasons for this is lack of knowledge. When something powerful…

Jul 5, 2022

When a risk-off asset is seen as a risk-on asset. Asymmetrical arbitrage

Jul 5, 2022

Arjanbartlema

Why the Ruble will keep getting stronger

The EU has imposed sanction after sanction. But they don’t seem to work. Why?

Jun 20, 2022

Why the Ruble will keep getting stronger

Jun 20, 2022

Arjanbartlema

Margin of Safety in a different light

Margin of Safety is one of the pillars of value investing. Buying things that are ‘on Sale’. As the market struggles to price everything in…

May 20, 2022

Margin of Safety in a different light

May 20, 2022

Arjanbartlema

The Fish and the Net

~ the good and not so good of capitalism~

May 6, 2022

May 6, 2022

Arjanbartlema

Bitcoin condensed business plan

There’s so much to say and write about Bitcoin it can fill entire libraries. But, because it is so perfect it can also be caught in 2…

Oct 20, 2021

Bitcoin condensed business plan

Oct 20, 2021

Arjanbartlema

Wow and wow.

Mar 27, 2021

Mar 27, 2021

Arjanbartlema

Arjanbartlema

Highly inquisitive. Finance orientation. Focused on quant investing (www.acm-nl.com), Bitcoin, economics, geopolitics. Lived in Africa, Europe and the Pacific

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