Industrial America is Resurgent and What That Means for Asian BusinessesWhile many in the investment community have been focused on generative AI in recent months, the chart below showing manufacturing capex in…Jun 26, 2023Jun 26, 2023
Cloud Infrastructure —Modern Data Stack — Thesis & Market MapThe recent public release of ChatGPT has reinforced the notion that data and AI are the megatrends of the 2020s and will lead to the…Jan 28, 2023Jan 28, 2023
Cloud Infrastructure (Part III) — Case Study of the Largest Developer-led CompanyPart I & II of this III-part series presented an overview of DevOps, my key theses regarding the evolution of DevOps and why the DevOps…Oct 10, 2022Oct 10, 2022
Cloud Infrastructure — DevOps (Part II)— Landscape in AsiaPart I of this III-part series presented an overview of DevOps and my key theses regarding the evolution of DevOps. You may access it here…Sep 19, 2022Sep 19, 2022
Cloud Infrastructure — DevOps (Part 1)Software has been eating the world for at least the last decade, if not more. Software’s role in enterprises has evolved from merely a…Aug 7, 2022Aug 7, 2022
My Personal Investing in 2020The year 2020 has been one of the most bizarre years in my investing career, and I believe that is the case even for the most experienced…Dec 27, 2020Dec 27, 2020
Investment Thesis — The New York Times CompanyFor decades, print newspapers tended to be an excellent industry to invest in. Given the local nature of the industry, the town or the…Nov 8, 2020Nov 8, 2020
Ten Commandments for Investing in Financials (Banks / Shadow Banks)1. Understand the “Game of Bank Bargains”Oct 1, 2019Oct 1, 2019
Understanding the drivers of the current chaos in international trade and politicsI am always on the look out for books that help me understand the world around me a little better. I have to admit though that the world…Aug 4, 2019Aug 4, 2019
Apollo-LyondellBasell Deal Key LessonsThis month marks the 4th anniversary of Apollo completely exiting LyondellBasell, a large chemicals company at a $9.6bn profit (5–6x…Nov 11, 2018Nov 11, 2018
