
I got into investing with my bar mitzvah money. I opened an account and started learning by doing. Last year I ran one portfolio and finished up 31%. This year I'm running two, and so far one is up 27% and the other 33.5%. The investor I look up to most is Stan Druckenmiller. I think he's the best ever, and the way he reads the big picture and then picks the right way to bet on it is what I'm trying to learn. What's changed more than the returns is how I work. I use AI as a research tool. I tell it what kind of company I'm looking for and it gives me names, then I use it to build DCFs and test if my idea actually holds up. It cuts out the boring work so I can focus on the actual decision. The trade I'm most proud of was noticing the memory chip shortage in semis and playing it through EWY, since Korea was the cleanest way to own the idea. Read the setup, pick the right way in. That's the loop I want to get better at.
I also think markets aren't as efficient as people say. AI is going to fix some of that and open up new gaps at the same time. Active trading shrinks but doesn't go away. What I find more interesting are the markets nobody has really touched yet, like sports cards and Pokémon, where prices are still all over the place. If there's a market, there's an edge in it somewhere. That's the kind of edge I want to keep hunting, and getting around analysts who do this for a living is how I get better at the part no AI is going to teach me on its own.