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...
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Bring It On Home to Me
00:00 / 02:44Featured writings.
Mar 23
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. Then, as...
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.
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 3, 2023
Career longevity
"You either die a hero or you live long enough to see yourself become the villain."
Nov 13, 2022
The great FTX blow up
This is not a post about I told you so. It is about trying to understand how easily we can get carried away with mimetic desire and FOMO....
Oct 23, 2022
"Uninvestable" is all about the perception of risk
“Soldiers all around the world behave in the same way once they put on their helmets and the uniform.”
Oct 6, 2022
Numbers and the narrative
Whenever I approached the close of my financial modelling course, I always did a simple roll-call to call for feedback from everyone in...
Jul 23, 2020
My cover letter from 2006
IB isn't just about getting through the gruelling late nights and delivering on the number crunching. It was also about the harsh and...
Jul 5, 2020
Forty Takeaways
There’s nothing you should regret in life - all the good things that you have today are a result of everything that has happened....
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