top of page
#
investing
Tagged as
Stuff that are tagged as 'investing'


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


Random thoughts on the current state of affairs
Observations on the competitive rivalry in the VC world, recession and tech jobs in China, and how to legitimately lose money…
Sep 11, 2024


Value sits with the beholder of cash
Deriving an accurate discount rate is a fool's errand. Value sits with the beholder of cash, who are you to say otherwise?
Sep 5, 2024


A great way to fly again
SIA ends an interesting chapter of its history with redemption of its last remaining MCBs.
Jun 25, 2024


The largest gambling den in the world
Call it an "educated guess" or decorate it with probabilistic calculations backed by detailed analysis. The truth is in today's market, the movement of share prices are no longer driven simply by fundamentals. Buying a stock or crypto is effectively a speculative trade.
Apr 3, 2024


The current state of affairs in China
Amidst the high offshore funding costs and complex geopolitical environment, putting money in emerging markets is getting increasingly challenging. In China however, embracing policy is a necessity for firms.
Mar 26, 2023


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


"Un-investable"
Our lack of understanding in how different countries are being governed are rooted in bias, largely based on what we are familiar with and what we are not.
Oct 23, 2022


Numbers and the narrative
Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.
Oct 6, 2022
Archives
Search
Themes
bottom of page