📝Essays

Terry Smith And The Big ROCE Fallacy

Why high return on capital isn't the key to high investment performance.

Dec 3 •

How To Survive A Market Crash

No bullshit guide.

Nov 16 •

Investors Are Reversion Hunters, Not Trend Chasers

Some thoughts about the nature of the investment returns.

Aug 19 •

5 Lessons I Learnt From A Failed Investment 📉

I bought a stock last year, only to exit at 90% loss. Here is what I learnt.

Apr 23 •

How Warren Buffett Doubled His Money In One Trade

American Express Case Study

Apr 2 •

Market Crashes When This Happens 📉

Human behavior signals market crashes much more accurately than statistics.

Mar 26 •

How I Invest In A Down Market For 100% Gain

Chaos is a ladder for an astute investor.

Mar 23 •

Why We Make Complex Investment Decisions?

We all preach Buffett and Munger for their simplicity, yet we keep making complex investment decisions. Why do the hell on earth we do that?

Mar 19 •

European Innovation: Can It Escape Slow Death?

European competitiveness is suffering a slow death at the hands of tradition.

Mar 5 •

Invest In Builders Over Optimizers

Founder led companies outperform others by a margin. It's a fact and you should exploit this.

Feb 19 •

Why You Should Never Invest in a Pure E-Commerce Business?

Don't try to invest in next Amazon, invest in those like Amazon.

Feb 12 •

Is The US Economy Headed Toward Stagflation?

If the US economy walks down the path of high deficit, result will be disastrous.

Feb 5 •

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