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Investment Reflection #6 — The Art of Translating Information into Compounding Knowledge
Most people think investing is about finding the right stock. It isn't. It's about building the right mind.
Jul 4
•
Felix
1
The Invisible Architecture — How Warren Buffett Found the Greatest Trade of His Career in a Book Nobody Read
A study in capital arbitrage, structural moats, and the compounding of patience
Jun 30
•
Felix
2
Investment reflection #5 — The Invisible Balance Sheet: A White Paper on Asset Value Arbitrage Across Industrial Sectors
How Accounting Rules Systematically Underprice the Most Productive Assets in Business — And What a Business Owner Would Pay for Them Today
Jun 6
•
Felix
Investment Reflection #4 — Derivatives, Hidden Ownership & Float Destruction
Nine documented episodes where derivative positions created phantom float, drained market liquidity, and produced extreme price dislocations - A…
May 30
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Felix
2
Investment Reflection #3 — Four Lessons the World’s Best Business Schools Won’t Teach You
A White Paper on Petrodollar Power, Social Marketing, Monetary Architecture, and the Slow Poison of Modern Finance
May 23
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Felix
2
Investment Reflection #2 — The Grand Play: 100 Years of the World’s Nations as Characters in the Greatest Story Ever Told
A deep dive into global political economics and business economics, told as a story where countries are the players, money is the blood, and power is…
May 2
•
Felix
1
Investment reflection #1 — Five Lenses For The Investor Who Wants To See What Other Cannot
An investment learning journal — on energy, governance, currency, entertainment, and the hidden gap between what regulators measure and what reality is.
Apr 25
•
Felix
The Tide Is Going Out: Commodity Houses, Private Credit, and the AI Debt Bomb
How the banks left, the shadow lenders moved in, commodity traders borrowed against their best years, and why the AI boom might be the thing that breaks…
Apr 18
•
Felix
1
Why I Passed on Graftech (EAF): Riding The Battery Hype, Or Perhaps Not...
A deep-dive into graphite electrodes, needle coke, vertical integration, and the art of knowing when the birds in the bush will never make it into your…
Apr 11
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Felix
2
The Beautiful Trap: Why I'm Passing on The Hour Glass (SGX: AGS)
A deep-dive into one of Asia's most elegant businesses — and why elegance alone doesn't make the cut
Apr 4
•
Felix
1
The Diamond in the Rough That Isn't Quite Yours: Why I Passed on Boustead (SGX: F9D)
An investment analysis through the lens of three questions that every investor must answer before committing capital
Mar 28
•
Felix
1
The Schoolteacher's Secret Insurer: Why Horace Mann (NYSE:HMN) Is Sitting on My Watchlist
An analyst's journey through a niche, misunderstood, and quietly compounding business — told through three questions every investor must answer before…
Mar 21
•
Felix
1
1
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