Pivot, change, adjust
"Our lives are defined by opportunities, even the ones we miss." - Eric Roth
Overheard from a few interesting people
Not all PE firms are created the same, China, broken return models, decision making, stupid questions, and the art of investor relations.
The world’s largest gambling den
No one calls fraud when things are smooth sailing and the pie is large enough to be shared. It just takes one bad egg, one wilful misstep.
In the end it will all make sense
At twenty, you don’t get the life you deserve, you are just the product of the environment you were lucky or unlucky to have.
Hong Kong needs a Taylor Swift event
There are lingering doubts as to whether it is still possible to make good returns from investing in China using Hong Kong as a springboard.
Inner peace & self realisation
Many of life’s lessons don’t need to be drawn from the advice and anecdotes of other people. It just comes from a position of inner peace and self-realisation.
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.
This is home truly
The faster you acclimatise to all aspects of your surroundings, the easier life becomes.
It all comes down to flows
Freshwater seeks salt water, and you can fight that if you want, but paddling upstream eventually is likely to become highly problematic.
The pursuit of rapid growth comes at a cost
Like the laws of nature, there needs to be a healthy respect for the inner workings and dynamics of industry and markets.
Sold by a map of the world
Not all jobs are about money. Some people will take a lower pay in exchange for being a part of a great working culture and environment.
The changing narrative on China
Embracing policy is a choice for investors offshore but a necessity for firms operating in China.
The end of free market principles
The market economy is now to a good extent, influenced by statecraft, driven by the common interests of various governments.
Fair value VS high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
Career longevity
You either die a hero or you live long enough to see yourself become the villain.
Redundancies
By solving for profitability in the near term, are we putting the longer term strategy of the firm at risk?
Quarantine-free travel to Shenzhen
A quick post-COVID guide to commuting to Shenzhen from Hong Kong.
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