All writings

The reason we work. Learnings from a hearse driver ( read off LinkedIn ). "You could be professionally correct, but being right does not...

Competitive rivalry A lot of professionals in the venture capital and mid-cap private equity space seem to be bad-mouthing each other. I...

Accountants, investors, and many large corporates around the world use the discount rate as the go-to metric for pricing any asset that...

When I arrived in Hong Kong in May 2021, I spent over two years of living out of a suitcase in a serviced hotel. Aside from the weekly...

“All I ever wanted was the freedom to make my own mistakes.” - Mance Rayder Some years back when we got into the advisory business as a...

(In the spirit of celebrating national day...) If there was ever a modern day HBS corporate case study that highlights the resilience of...

“We’re more threatened by people who want the same things as us than by those who don’t. Ask yourself, honestly: whom are you more...

Reflections for the day: True wealth was never about the accumulation of money but a way of life. There is no point in comparing...

On 24 June, Singapore Airlines completed the full redemption of all its outstanding MCB (mandatory convertible bonds) that had been...

The concept of ‘retiring early’ has always eluded me. Only recently did I decide to look at this from a quantitative and slightly whimsy...

Had catch-up drinks with a much older (more than 12 years) friend that I hadn't seen in nearly two years. Our common experience of having...

Our lives are defined by opportunities, even the ones we miss.

I have been teaching financial modelling for over 5 years now. But at the first ever class held in July 2018, the delivery was so badly...

It just goes to show that even seemingly intelligent humans, when desperate, gullible and possibly even bored enough, will believe nearly...

“They talk about work-life balance. That’s a term I didn’t even know when I was their age. Work-life balance. When I was their age, if...

Words from a few folks which I had whiskey with today: A lot of investment firms out there have earned themselves a reputation for doing...

"This is the nature of capitalism, get over it." - Kevin O'Leary After nearly two decades of being in finance I still don't think I...

At twenty, you don’t get the life you deserve, you are just the product of the environment you were lucky or unlucky to have. Then, as...

I love Shenzhen. I like its wide city roads that are peppered with electric taxis. There are virtually so many electric cars on the...

The study of capital markets has always been both intriguing and amusing to me. A lot of its theories are backed by mathematics and...