A good day to take a walk.
Quieten the constant chatter in your mind that may lead you to act all the time, do your work and shut up and wait.
Observations on the current state of affairs
Competitive rivalry in venture capital, recession and tech jobs in China, a banker's pipe dream and how to legitimately lose money.
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?
Motivations and mimesis
Do you really like the business of investing or do you just want to look like an investor?
A great way to fly again
SIA ends an interesting chapter of its history with redemption of its last remaining MCBs.
Perspectives... from an older friend
The balance sheet of the current generation of young Chinese people has basically been destroyed.
Musings from a few interesting people
Not all PE firms are created the same, China, broken return models, decision making, stupid questions, and the art of investor relations.
Welcome to the world's largest gambling den
No one calls fraud when things are smooth sailing and the pie is large enough to be shared. It just takes one bad egg, one wilful misstep.
What the whales own matter to the fishes
It only takes one bad month, one wrongly sized bad trade.
The things I say and do
Eating hotpot is great even if you are doing it alone.