Learnings and learnings.
You'd think that people working in financial services will be more astute in terms of their judgement of public equities - what's undervalued or overvalued. But truth is: we know nothing about how public markets really work.
Nov 24, 2020
I suck at reading charts
To analyze a system of an infinitely large number of complex moving parts, we sometimes need to step back and look at the big picture...
Jul 30, 2020
The biggest mistake of herd mentality...
So few investors / punters do due diligence on the companies they invest in. Many people jump too quickly into the bandwagon because they...
Jul 11, 2020
Valuation and the velocity of information
In business valuation, the pricing estimates done by analysts can be thought of both right and wrong, until proven by the market.
May 4, 2020
