It’s all about inventing, taking risk and having positive free cash flow — I’ve recently read all of Amazon’s shareholder letters written by Jeff Bezos. To be exact, I just read a book called Invent and Wonder, which is a collection of Jeff Bezo’s talks and writings. While I don’t remember everything he said, I do remember the gist of a few things…

Getting the best bang for your buck means doing your own research and coming to your own conclusions — I don’t have faith in Chief Decision Makers. It’s never made sense to me why you should trust in the person who hasn’t done the ground work but for some reason is allowed to be the decision maker. …

What the big business of coffee really is like — Recently, my wife asked me to bring two boxes of coffee capsules down from storage. Like any obedient husband, I just did it even though I was busy doing something else. As I took down the boxes of coffee, I noticed something strange. Each coffee brand was different but they…

Tips and tricks for getting the most of your prompts — When Generative AI (or Gen AI) first started, I was one of those early adopters. I thought it could speed my annual report reading. But, I was disappointed. I found that Gen AI simply aggregated what was already online into a neatly summarised passage. What was wrong wasn’t that the…

What models you need to get the most out of an annual report — The real purpose of my blog is to help me with investing. Reading annual reports can be boring if you’re not using and utilising the information effectively. If you don’t use what you read quickly, it’s like reading an IKEA assembly guide but without actually building anything. …

Treat your staff like adults and people stick around — I used to be okay being pushed around at work because I didn’t understand what being pushed around really meant — I was too naive. Then, the pandemic happen and I experienced work from home. I began not accepting being pushed around especially when it had to do with my…

Was BingChat was the money ? — It’s been almost a year since ChatGPT was first released. In that time, Microsoft has been trying to infuse generative AI into much of their products. They poured 10 billion into OpenAI, created BingChat and showcased how Microsoft Copilot can make you more productive. But, the real question is whether…

Are copper and nickel the next mega trends? — As the world’s biggest miner, you’d expect that BHP would want a piece of the lithium pie — even Rio Tinto (BHP closest rival) wants some. However, BHP believes mining lithium won’t be a successful long term bet. I’ll give that a nod. If you look at the science, lithium…

How did the wonder drug win the weight loss game? — The first time I heard of Ozempic wasn’t on Tik Tok but several years ago when I worked in the pharmaceutical industry — maybe around 2017. Back then, Ozempic was marketed as a diabetes medicine. But, there was off-label use for Ozempic as an anti-obesity medication too. However, Ozempic was…