Nov 5, 20202 minINSEAD Project: Can public market investments outperform Private Equity?I recently wrote a paper together with an INSEAD MBA classmate on the merits of Private Equity Investments vs. Public Equity Investments....
Sep 16, 20204 minRisks of 'Groupthink' in investing and Finding your 'Edge'One of the most significant risks in investing: allowing others to indirectly make your investment decisions for you.
Aug 10, 20204 minPunch Card & Coffee Can Investing: How Individuals can beat professional investors by trading lessIndividual investors can instead use the punch card and coffee can approach as their edge over professional managers as they focus on...
Jul 29, 20201 minInvestment Book Review: The Little Book of Value Investing by Christopher BrowneSummary of the key lessons from the book 'The Little Book of Value Investing' by Christopher Browne
Jul 25, 20203 minJio – Building India’s Internet FirewallThe scramble to invest in Jio showcases the on-going shift of technology dominance away from Silicon Valley and towards India and China.
Jul 22, 20201 minQuick Reads: Successful Investor Traits Inspiration: Mark Sellers (Sellers Capital) – Speech to Harvard MBA graduates
Jul 21, 20204 minFinding investment opportunities in a crisisPrice dislocations that occur during times of market crisis often create some of the best investment opportunities for value investors