Musings from a few interesting people
Words from a few folks which I had whiskey with today: A lot of investment firms out there have earned themselves a reputation for doing...
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Posts that are tagged as
investing
- Apr 3
Welcome to the world's largest gambling den
"This is the nature of capitalism, get over it." - Kevin O'Leary After nearly two decades of being in finance I still don't think I...
- Feb 4
What the whales own matter to the fishes
The study of capital markets has always been both intriguing and amusing to me. A lot of its theories are backed by mathematics and...
- Apr 28, 2023
The things I say and do
Eating hotpot is great even if you are doing it alone.
- Apr 14, 2023
A few observations
"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...
- Mar 26, 2023
The changing narrative on China
"Do you know how big is a billion? Just imagine every person tossing a coin at you at the same time." This was how one of my flatmates...
- Mar 9, 2023
Fair value vs high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
- Feb 11, 2023
Age and risk management
Risk management isn't sometimes about portfolio growth and diversification, but more about avoiding bad decisions with drastic outcomes.
- Dec 26, 2022
The era of bullshitting is over
Social media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...
- Dec 1, 2022
Stupid money is as stupid does
When FTX imploded, some of the largest investors including OTPP and Temasek Holdings issued public statements to disclose their full...
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