A quiet new year
No celebration, not a lot of booze, no chugging of beers, no fanciful dinners or gatherings.
Jan 15, 2023
The era of bullshitting is over
Companies and people need to wake up to reality and stop the proverbial fake it till you make it, "over-packaging" their products and services, and start getting real about talking about fundamentals and their numbers.
Dec 26, 2022
Handling year-end appraisals
For many, it is that time of the year again for festivities and holidays. However, it is also the time of the year for many companies to...
Dec 21, 2022
Reflections for the year end
It is often said that we can't let our jobs define us. But how we do our jobs, and behave with our colleagues and clients ultimately determines the kind of person we are.
Dec 15, 2022
No such thing as fair value
There are no formulas for the correct cost of capital. There are only astute decision makers and those who are afraid to get caught on the wrong side of the outcome.
Dec 11, 2022
A new new normal
Maybe what the world needs now is to be be less pessimistic and gradually learn to embrace a new normal of a controlled market economy rather than a free economy that is jacked up on steroids.
Dec 5, 2022
Stupid money is as stupid does
For what initial public offerings are worth, they essentially represent the final destination for all stupid money, the final equity takeout representing the finishing line for all early investors in the business.
Dec 1, 2022
Hong Kong is not what it used to be
No crowds. Only a handful of shops open. Lounges are dead.
Nov 20, 2022
The great FTX blow up (part II)
Rather than using leverage as a financing tool to grow business, a large part of leverage today is being mis-used as a product by bankers to profit from greedy customers who want to achieve outsized investment returns.
Nov 18, 2022
The great FTX blow up
Do I think an investment into crypto or bitcoin take off? I do not know. More important than what I think is actually what others think.
Nov 13, 2022
