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When Markets Overcorrect

When capital markets change direction, to the upside or to the downside, they often go too far before finding the right balance. When they overshoot to the downside, you can find some real values. Back in the financial crisis of [...]  Read more

Leadership and Self Care

I saw this tweetstorm by Jack Dorsey on Saturday evening and thought "Good, Jack is taking care of himself." For my birthday this year, I did a 10-day silent vipassana meditation, this time in Pyin Oo Lwin, Myanmar 🇲🇲. We [...]  Read more

Thinking Ahead To 2019

In the last week, we have learned that Uber, Lyft, and Slack plan 2019 IPOs. I am sure that a few more highly valued private companies are also planning to go public in 2019. It is something that I have [...]  Read more