Kenny NG Kenny NG

Reflections for the year end

We can't let our jobs define us, but how we do our jobs, and behave with our colleagues and clients ultimately determines the kind of person we are.

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Kenny NG Kenny NG

No such thing as fair value

There are no correct answers for the cost of capital. There are only astute decision makers and those afraid to get caught on the wrong side of the outcome.

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Kenny NG Kenny NG

The great FTX blow up (part II)

A large part of leverage today is being mis-used as a product by bankers to profit from greedy customers who want to achieve outsized investment returns.

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Kenny NG Kenny NG

The great FTX blow up

Do I think an investment into crypto or bitcoin take off? I do not know. More important than what I think is actually what others think.

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Kenny NG Kenny NG

Numbers and the narrative

Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.

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Kenny NG Kenny NG

Middle class immigrant

It can be difficult to call a rented place home, especially if you do not have long term visibility of staying in that city.

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Kenny NG Kenny NG

Creating value

In any business or career, one needs to first understand your role within the firm - are you a small gear or a large gear?

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Kenny NG Kenny NG

Forty takeaways

It was timely to reflect and think about what I had learned in life over the last forty years.

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