Blog and Musings from a Tech Worker
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…
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…
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…
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…
When I was in Grade 8, I had a wonderful teacher. Everyone knew her as Ms. B. As one does, we all thought we were so smart then. I knew something was special about Ms. B., but it wasn’t until recently that I began to realize how much of a positive influence she had in…
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…