Welcome

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.

Latest post: Ever Increasing Complexity.

Some of my popular posts include:

  • A series of posts on how we perceive truth and how we deal with growing complexity. The posts help to reconcile a host of paradoxes we meet on a daily basis.
  • A post detailing everything I learned at the coal face about how to value bank equity: Bank Valuation. Note: this post is a bit more specialist than others.