Growth Equity: Not Venture, Not Control

There are many ways to build a $1 trillion company, but one common question which arises in the mind of an entrepreneur is, “How much...

The Credit Debacle 2.0

This article was co-authored by Cook Pine Capital and Star Magnolia Capital COVID-19 Has Triggered a Corporate Credit Cycle Shinya joined...

Last 1000 Years for the Next 100 Years

We discussed about the importance of having a long-term view for a long-term mindset allocators in Last 100 Years for the Next 100 Years....

Last 100 Years for the Next 100 Years

Credit Suisse’s Global Investment Returns Yearbook is full of insights for a long-term investors. We are often caught by the daily market...

Qingming Festival

On April 4, China observes Qingming Festival, a tomb-sweeping day, this year. Ahead of this memorial day, the Wuhan government decided to...

Wisdom of Good Allocators – Scott Malpass

Capital Allocators Podcast: Interview with Scott Malpass In the previous Wisdom of Good Allocators, we introduced a few times Ted Seides’...