I suck at reading charts
To analyze a system of an infinitely large number of complex moving parts, we sometimes need to step back and look at the big picture...
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JULY
2020
Blog archives for JULY 2020
- Jul 26, 2020
First a businessman, then an investor
Good investors are first and formost by nature: business people. They should be entrepreneurs, owners of businesses or have been placed...
- Jul 23, 2020
My cover letter from 2006
IB isn't just about getting through the gruelling late nights and delivering on the number crunching. It was also about the harsh and...
- Jul 21, 2020
More focus on cashflows, not discount rate
Too many folks who hail from the 'old' system in investment banks continue to quiz junior bankers on discount rates...
- Jul 20, 2020
Embracing imperfection
For most part of our education and up to university, we have been conditioned to conform and succeed. We have been constantly told and...
- Jul 13, 2020
Some days
Some days I just sit here and have a beer. Not on my laptop or iPad. Just sitting here, watching people go by...
- Jul 11, 2020
The biggest mistake of herd mentality...
So few investors / punters do due diligence on the companies they invest in. Many people jump too quickly into the bandwagon because they...
- Jul 6, 2020
Campaigning - Then and Now
About 10 years ago, people were laughing, criticising and maybe even booing at the older generation of politicians for attempting to...
- Jul 5, 2020
Forty Takeaways
There’s nothing you should regret in life - all the good things that you have today are a result of everything that has happened....
- Jul 2, 2020
Spoil market
I must have gotten myself in the "wrong" career 14 years ago.
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