Blog Posts

  • Lessons from a lost sheep

    Lessons from a lost sheep

    In this blog, I connect the Parable of the Lost Sheep from the Bible to investing in turnarounds. Just as there is extra happiness in finding the lost sheep, there is extra rewards for a turnaround that is successful.

  • Redistribution

    Redistribution

    This blog is about redistribution of assets, capacities and other resources across locations and time horizons. Redistribution allows you to have staying power during bad times and inability to redistribute causes fragility.

  • The greatest wonder

    The greatest wonder

    People don’t think of survival as much as they should. This blog provides examples to prove that.

  • Slack – the good bad word

    Slack – the good bad word

    Slack is like margin of safety. Slack helps countries, companies, portfolios and individuals to survive.

  • Strong swimmers

    Strong swimmers

    Survival is far more important than performance. To survive, we must negate all risks that threaten survival. One way to survive in the stock market is to have adequate diversification.