Trip Report
Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human
Notes from a three week investor tour in China and Hong Kong
Investing (5)
Practical Thoughts (7)
Trip Report
China Trip Part 2 - What is going in with the Chinese consumer?
A deeper look into the China Macro and my analysis on structural vs cyclical changes.
Practical Thought
Laying the foundation — meaningful skill takes meaningful time
No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.
02
02
Practical Thought
Build the mind that builds the life
Environment, deliberate practice, and complexity
03
Investment Memo
Best Buy: the structural short
Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
03
Process
Creating your own opportunities: How I got a job in Investing
65% GPA, no network, the exact playbook I used
04
04
05
05
Process
Understanding competition — What I learned from Kobe Bryant
Doing what others won't, strategically
06
Mental Model
Seeing beyond the hammer
What is Charlie Munger's multi-disciplinary thinking framework?
Investing (5)
Trip report
China Trip Part 2 - What is going in with the Chinese consumer?
A Deeper look into the China Macro question and my analysis on cyclical vs structural changes.
02
Trip Report
Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human
Notes from a three week investor tour which includes management meetings, experts and analysts
03
Investment Memo
Best Buy: the structural short
Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
04
05
Practical Thoughts (7)
Practical Thought
Laying the foundation — meaningful skill takes meaningful time
No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.
02
Practical Thought
Build the mind that builds the life
Environment, deliberate practice, and complexity
03
Process
How to get hired when nobody knows your name
65% GPA, no network, immigrant parents — the exact playbook I used
04
05
06
Mental Model
Seeing beyond the hammer
Charlie Munger's multi-disciplinary framework changed how I make decisions