Empowering Good teams to be Great!
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. 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. […]
A Letter to My Kids and My Tribe If you’re reading this, you’re either part of my family, my wider circle of trusted thinkers, or someone drawn to understanding how to build lasting, generational wealth with purpose. From my other […]
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Several years ago I read Morgan Housel’s “psychology of money” as I was convinced that “knowing the math of investing” was only one element of investing, however more important, much more important in my calculus is the “behavioural management or […]
Maximizing Future Investment Returns in a Changing Australian Landscape In today’s rapidly evolving economic environment, especially as the global landscape shifts from ‘Globalising, to De-globalising’, Australian investors need to reconsider traditional strategies to maximize future investment returns. For those in […]
Why You Don’t Need to Be a Genius to Build Wealth When people think of investing, they often picture complicated spreadsheets, intricate stock analyses, and an overwhelming amount of financial jargon. But the truth is, building wealth through investing doesn’t […]
How Compounding Really Works Over Decades One of the most powerful forces in investing is the concept of compounding. Albert Einstein reportedly called it the “eighth wonder of the world” and for good reason. Compounding is the process of earning […]
Understanding the Drivers Behind Market Cycles In a world where market cycles are influenced by a variety of factors, understanding the underlying mechanics of the economy is crucial for making informed investment decisions. Economic conditions, interest rates, investor sentiment, and […]
Recognizing Bull and Bear Markets The stock market, like the economy, operates in cycles. These cycles are often characterized by alternating periods of growth and decline, known as bull and bear markets. While bull markets can make investors feel confident […]
Why Over-Reliance on Shortcuts Can Mislead Your Investing Decisions In the world of finance, it’s easy to get swept up in jargon—terms like “Bull Market,” “Bear Market,” or even just “the market” itself. These terms are designed as shortcuts, providing […]
Matching Your Investments to Your Financial Goals When it comes to investing, one of the most critical yet often overlooked factors is your time horizon—the length of time you plan to hold an investment before you need to access your […]
Tracking Your Progress: Investing is a journey that requires discipline, patience, and continuous learning. While it’s easy to focus on the numbers—portfolio performance, market trends, and stock prices—there’s an often-overlooked aspect of investing that can significantly improve your decision-making and […]
Finding the Right Balance for Your Portfolio When building a long-term investment portfolio, one of the most important decisions you’ll make is how to balance growth and value stocks. These two types of investments offer different risk-reward profiles, and understanding […]
Why You Can’t Control Everything When it comes to investing, we like to think that success is primarily a result of skill, strategy, and meticulous research. While these elements certainly play a significant role, one factor that often goes overlooked […]
