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Featured writings.
Sep 5, 2024
Deriving an accurate discount rate is a fool's errand
Value sits with the beholder of cash in his pockets, who are you to say otherwise?
May 21, 2024
Pivot, change, adjust
Our lives are defined by opportunities, even the ones we miss.
Mar 23, 2024
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
Embracing policy is a choice for investors offshore but a necessity for firms operating in China.
Mar 21, 2023
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.
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
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.
Oct 23, 2022
"Uninvestable" is all about the perception of risk
Starting a business in the US almost seems like fortune favours the bold. In China it feels more like: You better do as you are told.
Oct 6, 2022
Numbers and the narrative
Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.
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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