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Wednesday, May 17, 2023

When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes.

Saturday, May 6, 2023

I have never been much of a waterfront-living type of person, but the view of the Victoria harbour can be quite addictive. Quiet mornings...

Monday, May 1, 2023

It feels weird to say I'm traveling 'back' to Hong Kong after a business trip. I have spent the majority of my time here for the last 2+...

Friday, April 28, 2023

Eating hotpot is great even if you are doing it alone.

Friday, April 21, 2023

"Why is Starbucks coffee so bad?" was the thought that came to my mind as I was writing this in one of the Starbucks outlet located in...

Friday, April 14, 2023

"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...

Saturday, April 8, 2023

Any pursuit for rapid growth comes at a cost.

Friday, March 31, 2023

Ownership is usually a bust unless your company is being fast-tracked to sell for big bucks.

Sunday, March 26, 2023

"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...

Tuesday, March 21, 2023

For years, practitioners in the industry have understood, accepted and have been taught that equity holders stand behind debt holders...

Thursday, March 9, 2023

Curating and designing the short-term narrative towards a high value sometimes comes at a cost.

Friday, March 3, 2023

"You either die a hero or you live long enough to see yourself become the villain."

Saturday, February 25, 2023

"You don't have to have every single answer. It doesn't matter how many blue trucks a company owns. More important is what can you do in...

Saturday, February 11, 2023

Risk management isn't sometimes about portfolio growth and diversification, but more about avoiding bad decisions with drastic outcomes.

Saturday, January 28, 2023

Finally and for the first-time, I took the high speed rail from Hong Kong into Shenzhen. Despite the lunar new year festive period, the...

Wednesday, January 25, 2023

It was 2011. The government debt crisis in the EU had reached a stage that required the bailout of several countries long thought to be...

Sunday, January 15, 2023

After two years and given that it was the year end, I thought it was timely that I should spend some time to consolidate and reflect on...

Monday, December 26, 2022

Social media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...

Wednesday, December 21, 2022

For many, it is that time of the year again for festivities and holidays. However, it is also the time of the year for many companies to...

Thursday, December 15, 2022

"In the end, I am a teacher; that is really how I see myself." – Jorge Paulo Lemann When we think about teaching, instructional delivery...

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