The Happiest Office

Whenever a Gong is sounded, the entire building cheered and clapped. Employees walk around wearing lanyards pinned with colourful and smiley badges. A recruitment interview room designed to be like a Talent Show setting with a 3-judge table and bright bulbs that light up showing “WE WANT YOU!!” if the interviewee passes. Walk into this […]

Alignment Quality

金融风暴不可怕,可怕的是心灵风暴; 景气不好不必惊慌,怕的是人心不安。 Translated in English, it reads: “The vicissitudes of the capital markets are insignificant compared to the disturbance of one’s soul; there is no need to panic amidst a lacklustre economy but of great concern if one’s mind and heart is not tranquil.” It may take many years of practice to achieve a state […]

Reacting vs Responding

A couple of months back, a friend and fellow investor asked if investors should rotate to hoard cash or remain invested/ buy more amidst these volatile conditions? The long answer to that is investors should consider to: Increase funds (new sources), Reduce stakes in relatively high valuations companies, Increase stakes in relatively low valuations companies […]

First Who then What

Applying the wisdom of First Who then What in investing is as such – In most investment thesis, investors tend to focus on what is the strategy to achieve growth, what are the businesses’ strengths and weaknesses, and what will management do with the cash flow generated from their business etc. These are critical questions […]