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 / 03:51Posts that are tagged as
opinion
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 3
The Avocado Bell Curve God
It just goes to show that even seemingly intelligent humans, when desperate, gullible and possibly even bored enough, will believe nearly...
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...
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...
