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Corporate finance in five minutes
Despite what we think we know about valuation and how stocks behave, the real world often does not follow the same logic. Markets tend to be irrational and what takes place are mostly driven by the actions and responses of humans. Knowing how to tell this difference is probably one of the most underrated and unspoken skill in this business.
Jan 9


A short note to close the year.
"Nobody checks on a man to see if he’s okay, they check to see if he is still useful."
Dec 31, 2025


Not all of us wants to outrun a ghost
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.
Nov 21, 2025


How the good stuff gets killed
"Don’t use a typewriter. The noise will destroy your sense of rhythm, which still needs years of training."
- CS Lewis
Aug 4, 2025


Some things that kinda make sense
Anyone telling you to follow your passion is already rich. No one grows up thinking: "I'm passionate about tax law", but the best tax lawyers fly private jets and have a much broader selection of mates than they deserve.
May 30, 2025


Finding the escape velocity
According to aero-propulsion engineering, most of a plane's fuel is burned when it is taxi-ing and taking off, not when cruising in mid air. Any new venture needs to overcome an initial resistance in order to achieve a breakthrough.
May 17, 2025


Shortfalls of conventional wisdom
Education teaches us to be compliant, older people tend to bring up unheathy comparisons, and learning to stay humble.
May 1, 2025


A good day to take a walk
“The good news is that the Italians make the pasta and the Swiss make the watches. But if we stop world trade, and the Swiss have to their own pasta, and the Italians have to make their own watches, then people in both countries, arguably, will be a little worse off.”
- Howard Marks
Apr 6, 2025


The importance of being 'pigs' and other anecdotal learnings
The importance of being "pigs", the most common recipe of an average life, cutting the noise to get things done, wisdom from Pooh bear and Michael Caine.
Mar 15, 2025


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