This website is a personal passion project (I like p’s 😊). I view this slice of the internet as my ‘digital garden’, where I can store snippets of ideas, collections of thoughts, and various informational resources I find useful or interesting. I will also use this place to post my analyses and opinions on: how to manage my own thinking, and from it, how to manage investments, and ultimately, corollaries on how to manage my own life.
I have organized my site around the multiple “P’s” framework used for investment manager evaluation. I find it useful because it is relevant to my way of investing and topics I like to write about.
- Perspective: what influences our thinking; how we think
- Portfolio: what we invest in
- Philosophy: what we believe; how we see the world
- Purpose: why we work (and live)
- Principles: which “truths” guide our work
- People: who we are
Have a look around. If you have any feedback, please feel free to email us: ‘valedictory.im@gmail.com’.