Thanks for visiting my blog. I am a former hedge fund manager, now active as a private investor and research consultant. You can read more about me here.
Some of my popular posts include:
- Luck and Skill in Financial Markets and Beyond. The best investment professionals have a deep understanding of the role that luck plays in their game.
- Rory Sutherland. A write-up of a lecture that Rory gave to launch his latest book, Alchemy: The Surprising Power of Ideas That Don’t Make Sense.
- Bank Valuation. Everything I learned at the coal face about how to value bank equity. This post is quite specialist.
- My Favourite Theorem (Spoiler: It’s Bayes). The title of this blog Degrees of Certainty is a homage to Bayes, one of the best formal thinking tools out there.