2022 Book Recommendations
As always, here are some books I've enjoyed this year, rated on a 5-point scale. Previous lists are available in the links. Business,...
2021 Book Recommendations
As always, here are some books I've enjoyed this year, rated on a 5-point scale. Previous lists are available in the links. Business,...
2020 Book Recommendations
As I surveyed my 2019 recommendations, it struck me that the authors on the list were predominantly white, Western men. While I generally...
2019 Book Recommendations
At the beginning of the year, I hoped to spend more time reading about two long-term themes that will continue to grow in influence,...
Some recent posts
While it may seem like I've forgotten about the blog, I've been posting for more professional purposes on LinkedIn. My current plan is to...
Notes from a Warming Island*
Singapore's Prime Minister, Lee Hsien Loong, wasn’t pulling any punches in a recent National Day Rally speech. But his target wasn’t an...
My Favourite Podcasts
I love podcasts. I listen to them a lot now, particularly on commutes. It helps that this seems to be the Golden Age of Podcasts. The...
Somebody Somewhere Is Doing Something Stupid
I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like...
Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
