Monthly Investor Updates
March 2020 Investment Update: Coronacrisis
February 2020: Two investments for the next decade - and how we approach the life sciences
Who wants to dance on Tesla's grave?
Coronavirus: worse than you think, but not so bad for stocks
Love, Quality and How We're Different
December 2019: A drug approval, a question answered, and a blood test for cancer
Pinduoduo and the continued growth sell-off
October 2019: Carvana, Twilio, MongoDB, Exact Sciences
Pointsbet: a new investment
Stress and Michael Jackson: Actinogen and Clinuvel
Out of Sample Data and Quant Quake #2
Value is Dead. Long Live Value.
Portfolio update, a fee rebate, and fish oil
A new form of computing...with live neurons
June 2019 Investment Update
The rise of Pinduoduo
A historic time to sell
A new form of computing
Hello everyone, I had a fascinating chat with Hon Weng Chong, the founder of CC Labs, available on desktop here or iTunes here. Hon Weng first rose to promin...
May 2019: A good time to square up