Random and unfiltered thoughts over the last two weeks
Competitive rivalry A lot of professionals in the venture capital and mid-cap private equity space seem to be bad-mouthing each other. I...
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00:00 / 03:57Posts that are tagged as
investing
- Sep 5
Deriving an accurate discount rate is a fool's errand
Accountants, investors, and many large corporates around the world use the discount rate as the go-to metric for pricing any asset that...
- Jul 26
Motivations.
“We’re more threatened by people who want the same things as us than by those who don’t. Ask yourself, honestly: whom are you more...
- Jun 25
A great way to fly again
On 24 June, Singapore Airlines completed the full redemption of all its outstanding MCB (mandatory convertible bonds) that had been...
- May 31
Perspectives... from an older friend
Had catch-up drinks with a much older (more than 12 years) friend that I hadn't seen in nearly two years. Our common experience of having...
- Apr 11
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...
- 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...
- Oct 23, 2022
"Uninvestable" is all about the perception of risk
“Soldiers all around the world behave in the same way once they put on their helmets and the uniform.”
- Oct 21, 2022
What's good for you may not be good for me
More than ten years ago during my early banking days, I was chatting with a friend over lunch. At that point of time, I had just...
- Oct 6, 2022
Numbers and the narrative
Whenever I approached the close of my financial modelling course, I always did a simple roll-call to call for feedback from everyone in...
- Jun 18, 2022
Policy error?
If the Central Banks got it wrong on monetary policy, can we also assume that the valuation models that we have done and relied on for...
- Jun 29, 2021
Risk taking
Bankers and financial professionals try to measure risk and returns using all kinds of academic and empirical bases - NPVs, IRRs,...
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