Why I am here
What is this investment blog about
I’ve been in the investment industry for 18 years, starting at a retail brokerage, then moving to a buyside firm, and now working at a family office. My current role offers me significantly more freedom.
One idea came to mind: why not share the research and investment process—or parts of it—with my readers? At the very least, it could serve as a personal challenge, helping me clarify my thoughts and refine my ideas by writing for an audience. Who knows—it might also attract followers or even lead to partnerships.
This investment blog will focus on global macro, the investment tactics tailored for my Vietnamese equity portfolio, company research notes, and book reviews—all from a buyside perspective. These notes are not intended to serve as financial advice.
Happy Investing. Happy 2025.