top of page

Blog
Jan 28
Reflections to close the lunar new year
Herd instinct, selling stories, living by IFRS 16 and learning how to think.
Nov 1, 2024
Seen and heard
You could be professionally correct, but being correct does not mean that it is the right thing to do.
Sep 11, 2024
Random and unfiltered thoughts over the last two weeks
Competitive rivalry in venture capital, recession and tech jobs in China, a banker's pipe dream and how to legitimately lose money.
Sep 5, 2024
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?
Aug 23, 2024
Be it ever so humble...
When I arrived in Hong Kong in May 2021, I spent over two years of living out of a suitcase in a serviced hotel...
Aug 16, 2024
Doing the things that you don't like to do
If you are not careful in protecting your dreams, someone else will show up and make you build their dreams for them.
Aug 9, 2024
A unique window of opportunity for Singapore’s equities market
Much like how SIA had turned itself around, if we play our cards well today, Singapore’s equities market might have a fighting chance.
Jul 26, 2024
Motivations.
Do you really like the business of investing or do you just want to look like an investor?
Jun 25, 2024
A great way to fly again
SIA ends an interesting chapter of its history with redemption of its last remaining MCBs.
bottom of page