Founding Principles

Remember your founding principles. Are the businesses you invest in playing to “win”, to “beat the quarter” or to “self-actualise” the purpose of why they are in business? A very big difference because any management playing to “win” and “beat the quarter” may be tempted to do anything to achieve their (real and unstated) goals, […]

Work Life Play Integration

Ancient textbook case study that I came across probably 17 years ago. What makes a business ticks at its Core? It wasn’t until very much later that I managed to understand a concept slightly deeper. Many of us won’t even be able to finish the video in its entirety. (I hope you do) Something that […]

Flavour and Fervour of Life

Have you ever wondered why a “common business” that serve “common dishes” can thrive? By conventional wisdom we may say that these businesses have no “economic moat”. In theory that seems true. In practice, however, we see some “common businesses” thrive while some others do not. How is it that locals willingly pay a premium […]

OFFLINE Network/Platform Effect

“Network/Platform effect” has been the hot keyword in the recent decades especially among the Startups, Venture Capitalists, Technology Innovators and Disruptors. They gave rise to many giant businesses: Facebook, Youtube, Grab, Uber, AirBnB and many others. Simply, additional Users to the platform, brings more benefit to it. Facebook: More friends that are on it brings […]

Megatrends – An Alignment of Sorts

Natural alignment of Regulus, Mars and Saturn. Credits to Richard Mccoy and Universe Today. Here at Light Asset, our focus is on realising the human potential by investing in businesses that truly add value to society. Healthcare Comforter is showing the exact signs of Uniqlo (Fast Retailing) before their overseas sales grew ten times in […]