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.
top of page
HASHTAGS
#error!
- Apr 14
- 6 min
A few observations
"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...
- Mar 26
- 3 min
The changing narrative on China
"Do you know how big is a billion? Just imagine every person tossing a coin at you at the same time." This was how one of my flatmates...
- Mar 21
- 4 min
The end of free market principles
For years, practitioners in the industry have understood, accepted and have been taught that equity holders stand behind debt holders...
- Mar 9
- 3 min
Fair value vs high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
- Feb 25
- 4 min
Redundancies
"You don't have to have every single answer. It doesn't matter how many blue trucks a company owns. More important is what can you do in...
- Dec 26, 2022
- 3 min
The era of bullshitting is over
Social media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...
- Dec 15, 2022
- 3 min
Reflections for the year end
"In the end, I am a teacher; that is really how I see myself." – Jorge Paulo Lemann When we think about teaching, instructional delivery...
- Dec 11, 2022
- 4 min
No such thing as fair value
I always have had interesting conversations around the assumption and concept of terminal value (TV) in my valuation and financial...
bottom of page