Quoth the Raven
· QTR’s Fringe Finance
· July 23, 2026 at 11:27
· ⏱ 2 min read
| Read on Substack ↗
Summary
The author describes a personal shift away from active stock-picking toward index investing with digital advisors that allow custom exclusions. However, the provided text cuts off before listing the nine specific stocks he excludes, so no actionable trade ideas or market implications can be derived from this excerpt.
•The author has moved from actively managing his own portfolio to using a combination of human and digital advisors.
•He values the ability to customize index portfolios by permanently excluding individual companies he dislikes.
•The nine excluded stocks are not named in the available text; the article only sets up the framework for exclusion based on accounting, governance, valuations, capital structures, or promotional management.
•The author emphasizes that avoiding disasters is more important than owning every winner, but offers no specific securities.