A good day to take a walk.
Quieten the constant chatter in your mind that may lead you to act all the time, do your work and shut up and wait.
Observations on the current state of affairs
Competitive rivalry in venture capital, recession and tech jobs in China, a banker's pipe dream and how to legitimately lose money.
Deriving an accurate discount rate is a fool's errand
Value sits with the beholder of cash in his pockets, who are you to say otherwise?
Motivations and mimesis
Do you really like the business of investing or do you just want to look like an investor?
A great way to fly again
SIA ends an interesting chapter of its history with redemption of its last remaining MCBs.
The Avocado Bell Curve God
Even seemingly intelligent humans, when desperate, gullible and possibly even bored enough, will believe nearly everything you tell them.
Musings from a few interesting people
Not all PE firms are created the same, China, broken return models, decision making, stupid questions, and the art of investor relations.
Hong Kong needs a “Taylor Swift event"
I love Shenzhen. I like its wide city roads that are peppered with electric taxis. There are virtually so many electric cars on the...
What the whales own matter to the fishes
It only takes one bad month, one wrongly sized bad trade.
Lessons from Singapore Airlines
When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes.