🚀 A small cap gem: TransMedics ⚕️ (November 2022)

There is a significant mismatch between organ donors and their utilisations. TransMedics’  Organ Care System (OCS) allow the organs to be transported with their multi-organ platform using warm blood perfusion and its end-to-end services between donors and patients. More

📚 The Warren Buffett Way by Robert G. Hagstrom 📚

Warren Buffett tells us that successful investing does not require having a high IQ or taking formal courses at most business schools. What matters most is temperament. And when Buffett talks about temperament he means rationality. The cornerstone of rationality is the ability to see the past the present and analyse several possible scenarios, eventually making a deliberate choice. That, in a nutshell, is Warren Buffett. More

🚀A potential compounder: Shopify 🛍️🛒 (November 2022)

Shopify’s mission is to make commerce better for everyone. It aims to be the commerce operating system; direct to consumers without intermediaries. It helps merchants to start, manage and grow their businesses easier and simpler. It offers retail solutions, capital, logistics and advertising. It caters for entrepreneurs, SMBs and larger brand owners such as Netflix, Heinz, LeSportsac, Staples and Allbirds.More

Letting go

A sharing of a great dharma talk by Ajahn Brahm on the four ways of letting go. It is the most popular talk on the Buddhist Society of Western Australia’s Youtube channel. There will be someone who hurt us, cheats on us or said terrible things. if we do not let it go. keep thinking…More

📚 The Dhandho Investor by Mohnish Pabrai 📖

A great read for investors and business executives. His explanation on risk, returns and uncertainty focusing on low risk, high returns (aka margin of safety) and low risk, high uncertainty is refreshing and can be contrary to conventional wisdom. More

📚The Education of a Value Investor by Guy Spier 📚

It is a good read on Guy Spier’s journey and learnings to become a value investor. To be a serious investor is akin to a professional sports person where the environment, habits and investment procedures must be worked on beyond just technical knowledge and around his irrationality. He went on to embrace the values and characters of great investors such as Warren Buffett, Charlies Munger and Mohnish Pabrai to be better investors and better people we can be. The book is not a value investment how-to.More