Category Archives: Misc

Brexit: in for a penny out for a pound

How did you react to the Brexit-inspired selloff in the markets? Let’s face it, the UK never had an “in for a penny in for a pound” approach towards the EU. Now, it is out in the open. Following the referendum, a new chapter is beginning for the European Union and the UK, an interesting one I… Read More »

California: intangible assets

I still can’t believe that I had to be talked into making this trip by my cousin Jeremy, so, thank you Jeremy! Instead of blabbering too much, this post contains mainly pictures from my wonderful February trip, I hope you’ll enjoy it. Lets get started… Landing in San Francisco’s international airport I immediately resorted to Uber and… Read More »

Vale: matter of time

Why am I fighting to live, if I’m just living to fight? Why am I trying to see, when there ain’t nothing in sight? Why am I dying to live, if I’m just living to die? [Tupac Shakur — Runnin’] Earlier today, Vale–which was discussed on this blog and on Eden Alpha‘s letters many times–made… Read More »

2015 Summary: a volatile situation

Eden Alpha’s 2015 year end letter is out and you can download it here. Our top line was a decent 27.7% increase but that didn’t come easy, not at all. Before we had any time to look back and reflect we got to witness another drama in the markets and  at the center of the stage is,… Read More »

2015: when heroes fall from grace

The year is coming close to an end and one of the emerging themes of this year is the many blow-ups that fund managers experienced in the face of a market that is broadly flat year-to-date. Usually, those blow-ups happen at times of turmoil, panic and bear markets. To use Buffett’s lingo, it usually happens… Read More »

Eden’s Perspective

From time to time I’m being asked about my approach to investing or for my comment about an investment-related topic. At Eden, we already wrote about many such topics in our letters to investors and I thought it would be a good idea to collate these writings into one post so here goes: Eden is a… Read More »

The Sequoia Fund, Valeant and some other thoughts

The Sequoia Fund Most of you are familiar with the Sequoia Fund but here is a brief intro for the uninitiated: when Buffett chose to shut down his partnerships at 1969 he recommended his investors to invest with Bill Ruane, another super investor from Graham-and-Doddslville. Sequoia was actually set up in order to take on… Read More »

Berkshire Weekend: business and pleasure

“I was pretty obnoxious when I was young. The only way I got people to like me was by getting rich and giving a lot of donations” — Charlie Munger, Berkshire AGM, 2015. Charlie was at his best, Warren was sharp and tens of thousands of people flocked to Omaha to see this amazing duo… Read More »

In His Memory: Lee Kuan Yew

It is most likely that many of you already heard the sad news about the passing away or Mr. Lee Kuan Yew–the founding father of Singapore. Having lived in Singapore for the good part of the past seven years, I feel I should write a few words about this legendary leader. Low crime? check. Great… Read More »

From the Email: Market Crash

Once in a while I get an email or a phone call from a friend who is worried about an upcoming stock market crash—today was one of these times. I thought it would be useful to put my reply here as a post for future generations of worried investors. So here goes; this is the… Read More »