UNIMONWIL · 小树叶投资
News
New ideas, monthly reflections, and lessons to carry forward.
Let insurance be insurance.
The SNDQ / SNDU sequence, FCN recovery and option trades—and what happened when I asked a hedge to earn its own return.
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When one risk becomes the whole story.
Ping An, semiconductor trades, short puts and an FCN: different products, overlapping risks, and a negative month to learn from.
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More research. Too much activity.
MU and memory trades worked, while Ping An, MRVL and repeated entries exposed the gap between research and execution.
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A good month. Better questions.
IPO allocations, Alibaba hedges and repeated option selling: what I did, what I learned, and the changes suggested in the review.
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