What is this page and why?

This page is an experiment of mine to write regularly. I have no idea what the end state of this page will be, or how long this will go for. But for now, I’ve got a commitment to a few people that I invest money for to write every week - putting some constructive pressure on me to articulate my thinking about the investing landscape.

I don’t get paid by anyone to write this, so I’ve got nothing to sell.

Writing helps me put my thoughts in order. It helps me process things. And if an unintended by-product of this is a small, interested audience then I’ll be very happy. Quality is far better than quantity.

I can imagine that later there would be industry deep-dives or interviews/war stories from people in my network. It all depends on how much time I can devote to this over time. For now, I’m happy with the free newsletter - and I hope a few people find it of value. Make sure you subscribe and share with your friends and colleagues if you enjoy the posts!

Cheers,

Ashwin