This poem is a warning against “great men”, particularly “great men of God”.
Investing
Investing: Berkshire Hathaway Annual Shareholder Letter 1977
As I read through the Annual Shareholder Letters of Berkshire Hathaway, I’ll share them on this blog with my highlights and notes. The 1977 one is very interesting as it shows Berkshire Hathaway at a much earlier stage and a small fraction of the value they currently enjoy yet already exhibiting the thoughtfulness, pragmatism, and humility that has allowed them […]
Opinion
Opinion: Pay the Price
”Why Isn’t the Philippines Producing More Globally Competitive Startups?” I just returned from a 5-day work trip that included Seoul, Hong Kong, and a short stop in Macau for the Beyond Expo 2025. I was traveling with TNB Aura Co-Founder, Charles Wong, to meet with existing and potential investors in the fund, as well as share our views on Southeast Asia’s […]
Poetry
Poetry: Crossroads
This is a poem about how the choices we make take us down roads of greater character or roads of greater vanity. As someone obsessed with the concept of value creation, I think about how many times the current shiny bright object and the inability to defer gratification are what cause us to stray from the difficult and seemingly slow […]