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Featured writings.
Not all of us wants to outrun a ghost
When you have been brought up most of your life learning how to game the system, the metric for success becomes defined as beating someone rather than curating the life you actually want.
Nov 21
How the good stuff gets killed
"Don’t use a typewriter. The noise will destroy your sense of rhythm, which still needs years of training."
- CS Lewis
Aug 4
When you think about it
No one grows up thinking: "I'm passionate about tax law", but the best tax lawyers fly private jets and have a much broader selection of mates than they deserve.
May 30
Finding the escape velocity
Every new venture has to overcome an initial resistance to achieve a breakthrough.
May 17
Value sits with the beholder of cash
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?
Sep 5, 2024
Pivot, change, adjust
"Our lives are defined by opportunities, even the ones we miss."
- Eric Roth
May 21, 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...
Mar 23, 2024
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.
May 18, 2023
The changing narrative on China
Embracing policy is a choice for investors offshore but a necessity for firms operating in China.
Mar 26, 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 21, 2023
Career longevity
"You either die a hero or you live long enough to see yourself become the villain."
- Harvey Dent, The Dark Knight
Mar 3, 2023
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.
Nov 13, 2022
"Un-investable"
Our lack of understanding in how different countries are being governed are rooted in bias, largely based on what we are familiar with and what we are not.
Oct 23, 2022
Numbers and the narrative
Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.
Oct 6, 2022
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....
Jul 5, 2020
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