We write about business, investing and life. We write to be timeless, not timely.
Concentration in Investing (17 Nov 2024)
Learning from Richard Lawrence of Overlook - 14.3% CAGR for 30 years (15 Sep 2024)
Why we choose to invest as an infinite game, not a finite one (09 Sep 2024)
Capturing my evolving thoughts on GenAI & Datacenter capital expenditures (04 Aug 2024)
Lessons from investing and swimming (27 Jul 2024)
30 investing lessons from Ted Williams's 1970 book, "The Science of Hitting" (14 Jul 2024)
Batting average versus slugging average in investing (08 Jul 2024)
Saying Goodbye: 30 Investing Lessons After 19% CAGR Over 7 Years (09 Jun 2024)
You don’t have to watch the paint dry in investing (02 Jun 2024)
14 learnings on life and investing from my recent climb of Mt Kinabalu (03 Mar 2024)
A story of investing with 4 charts (02 Dec 2023)
Learning from one of the world’s best investor few heard of - Shelby Cullom Davis (23% CAGR over 47 years) (12 Nov 2023)
Long-term stock investing is not a coin toss (06 Nov 2023)
Higher interest rates and investing (04 Oct 2023)
14 investing learnings to invest better. (17 Sep 2023)
My 12 Biggest Key Investing Takeaways from “Antifragile” by Nassim Taleb (23 Jul 2023)
Berkshire Hathaway - The World’s Greatest Serial Acquirer of Businesses (20 Apr 2023)
Teaching & Giving Back (25 Oct 2022)
Why does the Stock Market go up? (26 Jun 2022)
Why Inflation and Interest Rates Matter Far Less Than You Think in Investing (13 Feb 2022)
Investing: Is it skill or luck? (14 Dec 2021)
Why Culture Matters in Investing? (12 Sep 2021)
Why don't we invest in bonds but all in stocks instead? (22 Aug 2021)
When Is The Best Time To Invest? (14 Aug 2021)
Why the Focus on Finding Winners in Investing? (18 Jul 2021)
Why what we invest in matters? (13 Jun 2021)
Why market selloffs don’t worry us? (09 May 2021)
Why not Microcap Investing for us? (04 Apr 2021)
Rethinking Investing in light of Rising Intangible Assets (13 Feb 2021)
Why don’t we Short-Sell Stocks? (30 Jan 2021)
Why Investing is like being Long Optionality? (24 Jan 2021)
Why do We Invest only for the Long Term? (28 Aug 2020)
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