‘Common Stocks and Uncommon Profits’ by Philip Fisher
Scuttlebutt! I have slogged my way through some of the seminal investing books. I have tried to finish ‘Margin of Safety’ by Seth Klarman. No...
Investing in climate adaptation opportunities
Looking across the field of climate adaptation investments, I see climate adaptation bonds that raise money from investors to fund climate adaptation projects and some...
Impact investing is reliant on social enterprise
I have felt detached from the term ‘impact investing’ since I first heard about it. My first interaction was during a panel at NYU in...
Not a nation of tech companies but a nation of couriers and Uber drivers?
I work out of a business studio in Brisbane where the walls are covered in business books and whiteboards promote resident entrepreneurs. Working in this...
It’s visual!
The Visual Communication of Complexity – May2018 – EcoLabs...
If I could only read one book for the rest of my life
If my preference is measured by which book I have re-read most frequently, it would by Stalky & Co by Rudyard Kipling. The book is...
What is the ideal ESG job?
It is an interesting question because the integration of Environmental, Social and Governance (ESG) into the capital markets has resulted in a number of new...
American vs. Chinese Sci-fi
The rise of Chinese science fiction, led by Cixin Lin and Hao Jingfang, has given me another perspective on how societies perceive the future. Sci-fi, particularly...
‘Stubborn Attachment’s by Tyler Cowen
I am a long time reader of Tyler Cowen’s Marginal Revolution blog. I started reading because of a smug view that ‘I had to read...
Repeatable insight at scale
The title is a borrow (modified) from Patrick McKenzie. My favorite frameworks (investment or otherwise) for generating insights have similar characteristics. They are: Fractal: Applicable...