Raised in Kazakhstan and Germany, Alexey has been investing and managing money since 2008. Alexey is a mining engineer by education with experience in mining and oil&gas industries in multinational corporations. He is the author of the monthly intel newsletter and chief strategist at Postnoff Investment Strategies, responsible for capital allocation and risk management.
COMPANY
Postnoff Investment Strategies is a forward-thinking consulting and market research firm that is dedicated to finding and capitalizing on investment opportunities that have the potential to create generational wealth. The company takes a unique approach by analyzing macroeconomic and geopolitical affairs to identify global macro themes, and then structures its investments around these themes to maximize returns. The company's strategy of going against the mainstream and allocating capital to undervalued, out-of-favor sectors that have been overlooked in the previous business cycle sets it apart from traditional investment firms and positions it to capitalize on market shifts and trends.
Below quotes highly resonate with our investment approach and capital allocation philosophy:
"You get paid for being right first, and to be first, you can’t wait for consensus.”
Naval Ravikant
“The most successful investors, those who made the most money, all had one thing in common: the presence of a couple of big winners in their portfolios. Any approach that does not embrace the possibility of winning big is doomed.”
Lee Freeman-Shor
“Money can’t buy happiness, but the absence of money can cause unhappiness. Money buys freedom: intellectual freedom, freedom to choose who you vote for, to choose what you want to do professionally. But having what I call “f*ck you” money requires a huge amount of discipline. The minute you go a penny over, then you lose your freedom again. If money is the cause of your worry, then you have to restructure your life.”
Nassim Taleb