Good reads 04/23

Good reads 04/23

  Three articles worth your attention: Nick Murray – The Two Fatal Misconceptions: Avoid them both and it should be plain sailing. Howard Marks – What Really Matters?: A long but rewarding read. Read the headings and dive in to learn more. Ben Carlson...
ICM: The collapse of SVB

ICM: The collapse of SVB

  We had an ad hoc Investment Committee Meeting today to discuss the collapse of SVB last week. Here are our notes…. SVB was an interesting bank given that all its depositors looked similar as they were invariably involved in tech. This is different to a high...
Good reads 04/23

Good reads 03/23

  Three good reads that caught my eye recently: Ben Carlson – Don’t Try to Get Rich Twice: On avoiding future regret. Tim Harford – How To Tax. A Guide For Governments: Desperate times do not call for desperate measures they call for new, bold...