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Notes from Charlie Munger on Finding the Right Partner at Work
So much ink has been spilled on the life and death of Charlie Munger that I shall not attempt to rehash everything that you can easily google. Rather, a…
Jan 8
•
Persis Hoo
3
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Notes from Charlie Munger on Finding the Right Partner at Work
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December 2023
Global Market Monitor: 2023 Review and Known Unknowns
The global financial market closed a stellar year after a disappointing 2022, but we should review the performance of the market carefully as the devils…
Dec 30, 2023
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Shinya Deguchi
9
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Global Market Monitor: 2023 Review and Known Unknowns
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September 2023
A Young Allocator’s Checklist of Psychological Biases
Thinking back, some of my worst mistakes in my personal investment journey (and in life, too) typically involved being overwhelmed by psychological or…
Sep 29, 2023
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Chan Yong
6
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A Young Allocator’s Checklist of Psychological Biases
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August 2023
Family Office, Explained
The Family Office... What an extraordinarily elusive concept. Just google the term and a host of headlines attempting to explain this trend …
Aug 10, 2023
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Persis Hoo
7
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Family Office, Explained
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July 2023
You Can Copy Ideas, but Not Convictions
Why Don’t We Copy Ideas? Star Magnolia Capital advises families to manage their portfolios of great investors. Many investors focusing on public markets…
Jul 19, 2023
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Shinya Deguchi
4
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You Can Copy Ideas, but Not Convictions
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October 2022
Eiichiro Kuwana, Educator and Investor, on AI and Investment Education
“There is no quick way to teach investing,” says Eiichiro Kuwana, regarding investment education. Eiichiro, or Eiich (like “H”), is a co-founder and the…
Oct 18, 2022
•
Shinya Deguchi
4
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Eiichiro Kuwana, Educator and Investor, on AI and Investment Education
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December 2021
The Importance of Being Diligent
Interview with Quidroom
Dec 21, 2021
•
Shinya Deguchi
1
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The Importance of Being Diligent
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March 2021
Bubble Puzzle
“In simple terms, bubbles are booms that went bad. Not all booms are bad.” – Professor Goetzmann GS’s Peter Oppenheimer published a very interesting…
Mar 20, 2021
•
Shinya Deguchi
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Bubble Puzzle
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October 2020
Happy Quarantine’s Day
On Oct 13, I finally came back to China. I’m currently under quarantine isolation at a hotel in Dalian. Right, not Shanghai, but Dalian.
Oct 21, 2020
•
Shinya Deguchi
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Happy Quarantine’s Day
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August 2020
Real Pet Trade
Jiawei and Penny visited one of the largest pet trade shows in China on August 21st. The exhibition was held at Shanghai Pudong Expo next to Star…
Aug 30, 2020
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Shinya Deguchi
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Real Pet Trade
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Unfortunately, You Can’t Eat IRR
Since inception through Sep 2016, Apollo Global, one of the prominent private equity firms with $312 bn AUM (as of 2019), generated 39% gross IRR and…
Aug 29, 2020
•
Shinya Deguchi
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Unfortunately, You Can’t Eat IRR
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May 2020
Entrepreneur’s Dilemma: Growth or Control?
General Atlantic, a Pioneer of Growth Equity
May 26, 2020
•
Shinya Deguchi
1
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Entrepreneur’s Dilemma: Growth or Control?
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