How I Invest

Inspired by Josh Brown’s collection of essays from notable people in finance, How I Invest My Money, as well as other of DIY personal finance bloggers out there, I’d also like to showcase how I invest. All securities, who shall remain nameless, are shared by their primary business and arranged (roughly) from the largest positions…

Healthy Return + Good Growth = Compounder

While I’m still reading and listening to as many investing mental models as I can, the one thing that I’ve learned that has reshaped my thinking of great companies is their ability to have a healthy return with the ability to grow incrementally. A healthy return likely means the ability to generate earnings with the…

My Favourite Writers of Investor and Shareholder Letters

The cat is out of the bag that there are great and generous business and investment minds that share their thoughts with us in the form of letters. Any investor worth their salt would know about Warren Buffett’s letters in Berkshire Hathaway’s annual reports. (Whether you’ve read them or not is another matter.) I’m still…

Network Effects: Study 1

A few years ago, I’ve started seriously studying network effects. I’ve started a few businesses (retired now, RIP) trying to incorporate things that I’ve learned. More recently, I’ve taken to examining public companies that exhibit strong network effects in their businesses. I’m not sure what to make of these companies except that I want to…

I Manage To…

There’s a lot of ways to finish that sentence. Right now I’m focused on writing about my experience on managing my parents’ investment portfolio. For some reason, my parents are not very interested in knowing about or needing to know about their investments and its management. I’m not 100% sure why that is, but I…