Daniel Shvartsman
@danielshortman.bsky.social
Writer, reader, podcaster, registered investment advisor, traveler. Restless and short.
Shortinvestingguide.com
Visiblecities.substack.com
https://middlecoastinvesting.com/performance-disclosures/
Shortinvestingguide.com
Visiblecities.substack.com
https://middlecoastinvesting.com/performance-disclosures/
Here's our performance table:
$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
October 3, 2025 at 1:35 PM
Here's our performance table:
$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
My performance is here.
Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.
Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.
July 9, 2025 at 4:23 PM
My performance is here.
Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.
Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.
Friday esmorzaret/almuerzo
My tongue was salt pickled by the peanuts for hours.
My tongue was salt pickled by the peanuts for hours.
May 3, 2025 at 10:01 AM
Friday esmorzaret/almuerzo
My tongue was salt pickled by the peanuts for hours.
My tongue was salt pickled by the peanuts for hours.
Photo taken at 18:26…
April 28, 2025 at 6:14 PM
Photo taken at 18:26…
After the macro stuff, I review our quarter - down, but a little better than the market - and discuss over a dozen stocks we either own, added, or sold in the quarter.
At the end of the day, there are always problems on the market.
This set of circumstances is unique, but so was 2020 and 2008.
At the end of the day, there are always problems on the market.
This set of circumstances is unique, but so was 2020 and 2008.
April 11, 2025 at 1:35 PM
After the macro stuff, I review our quarter - down, but a little better than the market - and discuss over a dozen stocks we either own, added, or sold in the quarter.
At the end of the day, there are always problems on the market.
This set of circumstances is unique, but so was 2020 and 2008.
At the end of the day, there are always problems on the market.
This set of circumstances is unique, but so was 2020 and 2008.
And every year it goes up in smoke.
March 20, 2025 at 9:53 AM
And every year it goes up in smoke.
Photos from Fallas 2025, the annual 19 day festival in Valencia.
March 20, 2025 at 9:46 AM
Photos from Fallas 2025, the annual 19 day festival in Valencia.
I’m excited to share my Q4 2024 letter from Middle Coast Investing.
Here are our results. We finished the year strong, beating both the S&P 500 and the Russell, though ultimately, we lagged the S&P and had a more reversionary performance after 2023’s success.
(Our results are in bold)
Here are our results. We finished the year strong, beating both the S&P 500 and the Russell, though ultimately, we lagged the S&P and had a more reversionary performance after 2023’s success.
(Our results are in bold)
January 8, 2025 at 2:33 PM
I’m excited to share my Q4 2024 letter from Middle Coast Investing.
Here are our results. We finished the year strong, beating both the S&P 500 and the Russell, though ultimately, we lagged the S&P and had a more reversionary performance after 2023’s success.
(Our results are in bold)
Here are our results. We finished the year strong, beating both the S&P 500 and the Russell, though ultimately, we lagged the S&P and had a more reversionary performance after 2023’s success.
(Our results are in bold)
Funny, still hits today.
January 4, 2025 at 11:24 AM
Funny, still hits today.
Getting impatient for dinner
December 22, 2024 at 2:23 PM
Getting impatient for dinner
I've given out figuring out what's happening on this 'chart'. What am I missing?
November 29, 2024 at 3:48 PM
I've given out figuring out what's happening on this 'chart'. What am I missing?
A little Thanksgiving morning food prep
November 28, 2024 at 2:47 PM
A little Thanksgiving morning food prep
I biked to the worst of this week’s Spain flooding (5-7 km from where I live) today and it’s still a huge mess: busted cars, piles of ruined furniture, mud everywhere.
Also inspiring to see 1000s of people going to help with water, brooms, buckets, and whatever else.
Look for the helpers.
Also inspiring to see 1000s of people going to help with water, brooms, buckets, and whatever else.
Look for the helpers.
November 1, 2024 at 11:58 AM
I biked to the worst of this week’s Spain flooding (5-7 km from where I live) today and it’s still a huge mess: busted cars, piles of ruined furniture, mud everywhere.
Also inspiring to see 1000s of people going to help with water, brooms, buckets, and whatever else.
Look for the helpers.
Also inspiring to see 1000s of people going to help with water, brooms, buckets, and whatever else.
Look for the helpers.
When you need that foamy, yellow fuzz aura.
August 31, 2024 at 1:05 PM
When you need that foamy, yellow fuzz aura.
Friday esmorzaret/almuerzo in Valencia.
May 10, 2024 at 10:32 AM
Friday esmorzaret/almuerzo in Valencia.
Paying tribute in his own way
May 9, 2024 at 11:16 AM
Paying tribute in his own way
A little on the nose but if the album fits
April 23, 2024 at 10:07 AM
A little on the nose but if the album fits