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
opinion
- Mar 5
Hong Kong needs a “Taylor Swift event"
I love Shenzhen. I like its wide city roads that are peppered with electric taxis. There are virtually so many electric cars on the...
- 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...
- Jan 19
“Don’t waste time on the WACC”
...is what I constantly tell the folks in my practical valuation and financial modelling classes. I sometimes feel bad for saying this....
- May 18, 2023
Lessons from Singapore Airlines
When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes.
- 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 21, 2023
The end of free market principles
For years, practitioners in the industry have understood, accepted and have been taught that equity holders stand behind debt holders...
- Mar 9, 2023
Fair value vs high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
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