This post is the mashup after reading two of most beloved books this year so far to me (the best is Antifragile by Nassim Nicholas Taleb since I consider it as my contemplation upcoming years in life, business and investing.) I tell myself always: “T, you need to be independent. You must be both a… Continue reading A More Beautiful Question: How Real Estate Developers Think
I by accident discovered a very clear way for any initial research/coverage on Food & Beverage (F&B) sector, regard: What drivers are shepherding this industry? What qualitative & quantitative factors should we care if intending to invest into any F&B business? and How to valuate a F&B business? You can read it full here: https://www.mergersandinquisitions.com/food-beverage-investment-banking/ Since… Continue reading What should we look for when investing in Food & Beverage (F&B) sector?
This is my recent reading regard Vietnam equitization wave prompting much during this year 2017 and for the next couple of years I guess, which its title is Behind the new equitization wave in Vietnam. According to the author’s article which I did strongly agree on State-Owned Enterprises (SOEs) privatization/equitization and why they must be a… Continue reading Hanoi Toserco (TSJ): Notes on First Glimpse
I came across Zero to One (Vietnamese version) thanks to my delay habit of reading. Knew this book so far since it get bangerz from tech startup community not only in Sillicon Valley but also famous in Vietnam. But up to now, I read it as fun (though I have owned it since its initial… Continue reading Short Notes on Zero to One – Peter Thiel
This is a quick view of Vincom Retail (VRE) I got through reading its prospectus. Now it has market cap total ~3,4 billion dollar – among the top blue chips in Vietnam. In my view, if you look at the current and next 5-10 years of investing into Vietnam, you need to understand how commercial… Continue reading Vincom Retail (VRE) At Glance