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So I wrote a post on generative AI tools last week... inspired by a friend of the publication, Andrej Karpathy's new video and a user on VIC. Here are the key takeaways from the post.

Parkson Retail Asia - A Turnaround Story open.substack.com/pub/fairyiilie… This is my first ever substack post, in fact the first blog of my life. Enjoy!

Someone asked about diversification v concentration in Andy space the other day and I have some thoughts on this that I didn't articulate very well on the space, so I will lay them out here. Investors have made money in a million different ways, and there is no

I’ve just released an investment analysis on Atlas Pearls (ASX). The company is navigating a period of extraordinary transformation, with demand for its pearls surging to new heights. But can Atlas Pearls sustain this momentum—and will shareholders see even greater dividends

Made in Japan 🇯🇵 The soft power is enormous. A Chinese government aligned paper wrote an article some years ago that Doraemon is used to mind control Chinese citizens, and I brushed it off as nonsense. But as I get older it's obviously true. I have an insane story to share: Met up with a friends

Fascinating how the mind works. I mean, free will is an illusion?

After pearls, should I befriend the salmon this coming weekend? kingsalmon.co.nz

Not like the rest of fintwit, I hv no ytd results to brag, in fact it is bad I don wanna even find out. The only consolation so far is this guy called parkson. :) open.substack.com/pub/fairyiilie…

Munger stating the obvious. But I don think investors appreciate the monumental tasks of predicting/ understanding what the future would be 20 years from now. This is probably one of the traps set up by munger-ism. Don’t get me wrong, I’m a huge fan of munger.

Good update on Mayne -cosette deal

How do you verify what LLM tools tell you?

Investors - decision making based on business fundamentals Traders - decision making based on business fundamentals + anything else that drives prices (or believed to do so) Common ground - both are money making activities.