Investing

Living and Investing with Intention
As an investor, being intentional about identifying assumptions is extremely important. When you’re mindless, you accept things as they are without realizing you’re walking on thin ice while everyone else thinks it’s solid ground.
Videos

We Invest Micro but Worry Macro | CFA Society UK
In this CFA Society UK Q&A, I talk about how value investing has evolved, why many investors think it is dead, and why that conclusion usually comes from misunderstanding what value investing actually is.

The Dichotomy of Control
The Dichotomy of Control sounds extremely simple, but it’s incredibly powerful and it’s very difficult to actually execute it in daily life. And it’s basically says this.

The Key To a Good Life: Having Good Problems
What are the good problems? It’s very difficult to have a meaningful life and not be solving good problems.
Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Life & Philosophy

Learning to See
Looking back, I recognize that my parents gave my family an amazing gift: the ability to see. They never forced us to go to museums; they just took us with them.

Operation Molly
My biggest problem was that my family, including yours truly, was not good at lying. Okay, I am getting ahead of myself.
Subscribe to the Newsletter
Latest Articles

Living and Investing with Intention
As an investor, being intentional about identifying assumptions is extremely important. When you’re mindless, you accept things as they are without realizing you’re walking on thin ice while everyone else thinks it’s solid ground.

Learning to See
Looking back, I recognize that my parents gave my family an amazing gift: the ability to see. They never forced us to go to museums; they just took us with them.

































