Stuff that I think about.

When you have been brought up most of your life learning how to game the system, the metric for success becomes defined as beating someone rather than curating the life you actually want.

Deriving an accurate discount rate is a fool's errand. Value sits with the beholder of cash, who are you to say otherwise?

If you are not careful in protecting your dreams, someone else will show up and make you build their dreams for them.

"Our lives are defined by opportunities, even the ones we miss."
- Eric Roth

Money can only go so far in compensating the inconvenience and logistics of relocating overseas, but how does one psychologically prepare for and cope for the change to a new environment?

When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes. Apparently what doesn't kill you makes you stronger.

Amidst the high offshore funding costs and complex geopolitical environment, putting money in emerging markets is getting increasingly challenging. In China however, embracing policy is a necessity for firms.

No amount of number crunching and analysis allow for an accurate appraisal of any company's fair value today, primarily because the free market is no longer free. Markets today are to a good extent, influenced by statecraft, driven by the common interests of various governments.

High performance individuals often struggle personally for many years once they are past their economic prime. Most of us have been taught to plan our careers upon graduation. But no one mentions about how we should plan the second good half of our professional lives.

Fraud aside, a big part of what led to the downfall of FTX was attributed to a crisis of confidence, much like a bank run in the crypto-currency world.

Our lack of understanding in how different countries are being governed are rooted in bias, largely based on what we are familiar with and what we are not.

Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.

Many people ask me how I got into finance coming from an engineering background. This story chronicles the first 18 months of that unlikely journey.