Empowering Good teams to be Great!
How Long-Term Investing Sharpens My Executive Edge and Doubles down on my 2 x Masters Degrees I have a confession to make. When I buy shares in companies like Palantir, Microsoft, CrowdStrike, The Trade Desk or C3 AI, the ticker […]
“Don’t reason by analogy. Reason from the ground up.” — Elon Musk Most executives unknowingly build their decision-making on borrowed assumptions—best practices, benchmarks, and industry norms. But when the landscape shifts or when you’re called to lead transformation, inherited wisdom […]
Foundational Mental Models for Executive Decision-Making In business, complexity is seductive. It makes you feel smart. It gives the illusion of control. It builds entire PowerPoint decks and project plans. But here’s the truth that seasoned CEOs know: Complexity kills […]
Foundational Mental Models for Executive Decision-Making Most leadership training focuses on forward planning. Set the vision. Plot the strategy. Move step by step toward success. That’s fine—until complexity hits. Inversion Thinking is the different! How? When you’re leading under pressure, […]
Foundational Mental Models for Executive Decision-Making Let me tell you a truth most CEOs avoid: The higher up you go, the less certainty you’ll have—and the more your decisions will shape everything. That’s why average executives chase control, while great […]
Foundational Mental Models for Executive Decision-Making In leadership, the greatest danger isn’t ignorance—it’s shallow thinking disguised as decisiveness. Too many executives are rewarded for reacting fast, delivering results this quarter, or solving the symptom in front of them. But true […]
Foundational Mental Models for Executive Decision-Making As an engineer by training and a data scientist by profession, I used to believe First Principles Thinking was universal. It felt intuitive—obvious, even. But after years of leading teams, advising executives, and working […]
Recently a friend asked “Why don’t you invest more in Australia?” — this post is aimed at explaining my answer to them. Most Australian investors concentrate their portfolios domestically. The majority of SMSFs, retail investors, and even some institutional funds […]
A Playbook for Thinking Clearly at C-Level “When the stakes are high and the variables messy, strategy is less about having the right answers than using the right lenses.” Welcome to The Executive Mental Models Series—a blog-cum-training journey designed to […]
From Kondratiev’s Long Waves to Ray Dalio’s Big Debt CycleCredit Cycles, Long Run and Short Run Why study century-spanning economic tides at all?Because the very forces that lift our portfolios in the good times are the same ones that can […]
Malcolm Gladwell’s The Tipping Point is a lively field guide to that mysterious instant when an idea, product, or behavior crosses a threshold, gathers unstoppable momentum, and becomes the next big thing. Drawing on epidemiology, social psychology, urban studies, and […]
The human brain takes in 11 million bits of information a second. But it can only process 40 to 50 bits a second. This applies beyond just our immediate senses, when we make decisions we don’t consider all the data. Instead, we […]
1. How I Discovered MercadoLibre My entry into MercadoLibre (MELI)—Latin America’s dominant e-commerce and fintech ecosystem—came at a time when the world seemed to be standing still. It was April 8, 2020, during the early days of the COVID-19 pandemic. […]
1. How I Discovered Booking Holdings I first heard about Booking Holdings during the early stages of the COVID-19 pandemic, on a podcast that was unpacking the carnage unfolding in the travel and hospitality sector. Airlines were grounded, hotels were […]
1. How I Discovered AppLovin I first came across AppLovin through a Motley Fool podcast, where they were reviewing the company’s earnings call and unpacking the performance of its advertising technology platform. Given my background in commercial television, I’ve spent […]
1. How I Discovered Arista Networks I was first introduced to Arista Networks through an episode of a Motley Fool podcast, where they were breaking down an earnings call. The discussion sparked my curiosity—particularly given my broader research at the […]
1. How I Discovered Palantir I was first introduced to Palantir in 2021, shortly after the company went public. At the time, I already had a strong sense of the company’s DNA—having read Zero to One by Peter Thiel, Palantir’s […]
1. My Introduction to Axon I first heard about Axon Enterprises through David Gardner on his Rule Breaker podcast with The Motley Fool. Gardner highlighted Axon as a Rule Breaker stock—exhibiting several of the six core traits: first mover, top […]
1. How I First Discovered NVIDIA My journey with NVIDIA began in 2016, right at the onset of the crypto mining boom. But unlike the crowd, I wasn’t drawn in by the buzz around mining rigs. I had a far […]
This is my second round with Bitcoin. I first took a position in 2016 when the price was around $1,000 per coin, which I bought via a digital wallet. I didn’t hold a deep conviction then—but I had a hunch. […]
