A family’s re-invention.
Read MoreDigital Businesses and Evolution.
Read MoreUnderstanding China’s Banking system and the Postal Savings Bank of China.
Read MoreTotal Shareholder Return, Oriental Watch and HKTV.
Read MoreOn Exponential Change.
Read MoreJeff the Inventor’s Invention Machine.
Read MoreNecessity is the mother of innovation.
Read MoreA conversation on value investing, process and emotional resilience.
Read MoreA new section for my investment letters.
Read MoreMy book recommendation for 2020.
Read MoreBuilding resilience in the face of risk and uncertainty.
Read MoreA conversation following Li Lu’s speech, “The Practice of Value Investing”.
Read MoreA discourse on the nature of investment, circles of competence, temperament and faith.
Read MoreNotes from a history of the 1918-1920 pandemic.
Read MoreDividends are the only source of return which can also reduce risk.
Read MorePractical advice for forecasters with only two hands.
Read MoreThe gift that keeps on giving.
Read MoreTrust is critical to protect both clients and the manager.
Read MoreLooking for situations where I can reasonably determine the future.
Read More