Note: after nearly 4 years of blogging on an almost weekly basis, I will be taking a break for a month or two. The plan is to recharge, work on other personal priorities and perhaps even explore some new content/ideas for the blog upon my return to it. In the meanwhile, readers will likely be grateful […]
Month: June 2020
Not Fade Away: Notes
I recently re-read Not Fade Away, which is Peter Barton’s biography/memoir (it was co-written with Laurence Shames). The book was first recommended to me a few years ago by a friend and I like to revisit it from time to time. Peter had a fascinating life and career, which included working closely with John Malone […]
Readings For The Week (20/6)
This week’s readings/links: Jonathan Ruffer: Investment review (June 2020). Oliver Hughes: The CEO of Tinkoff Bank on how to build a profitable digital bank. Ben Cleary: Don’t fight the Fed, buy commodities instead. Michael Sonnenfeldt: Investing during the pandemic; what should I do with my money considering all of the volatility & uncertainty today? Better Mousetrap […]
Readings For The Week (13/6)
This week’s reading/links: Interview with Luis von Ahn: Founder of reCAPTCHA and Duolingo. This is well worth a listen. Luis von Ahn is an associate professor of computer science at Carnegie Mellon. He was also one of the pioneers of crowdsourcing and used it in a unique way to build the business model for both his […]
Asia’s Digital Economy (Panel)
Some notes below (for personal reference only, so any mistakes in transcription are my own): Raymond Zage, formerly of Farallon, shared his perspective as an investor in the space. He thinks the story has gotten considerably more interesting not just because of growth economies in the region but also the type of growth. Just looking […]
Readings For The Week (5/6)
This week’s readings/links: MS Investment Management: Myth busting, popular delusions, and the variant perception. This is a good read. It’s an excerpt from a talk given by Michael Mauboussin to the Greenwich Roundtable earlier this year. He addresses four myths (“popular delusions”) and offers a variant perception on each: Concerns about the impact of short-termism, without […]