What Do Classical Music and Claude Have to Do with Each Other?
Starting from a small comparison between classical music and Claude: taste, technology, and the human capacity to feel.
Occasional writing
Essays
No rush to reach a conclusion.
My 2024
A slightly late New Year note about the people and things worth recording from the past year.
The Books I Want to Read Again and Again
A line from The Almanack of Naval Ravikant stayed with me: I do not want to read everything. I want to read the hundred best books over and over.
Writing During Tencent’s Plunge
A friend asked why I had stopped writing. The market was too bleak, I said. I was not in the mood.
Can Dividends Pay for a Life of Doing Less?
Starting with my first dividend: what dividends, ex-dividend dates, price recovery, and living on dividends actually mean.
Memories of a Retail Investor
Who has not been a small retail investor?
10 Value-Investing Books Worth Reading
Reading is one of the highest-return things I know. These ten are selected from 63 books read over four years.
My First Double-Bagger
A record of the first stock I followed through with using my own investment framework, ending in a gain of more than 100 percent.
Four Years of Investing: Gains and Losses of a Million
Four volatile years since 2019: a personal investing review, including market cycles, company cycles, and the psychology of holding on.
Jobs and Meditation
I had practiced meditation for more than two years and kept meaning to write about it. Laziness kept winning.
My Two Attempts at Graduate School
Deciding to take the graduate-school entrance exam was my first real awakening. Almost ten years have passed.