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Thoughts on Artificial Intelligence (AI)
This summer, my family and I were driving from Vancouver to Calgary. Somewhere near Revelstoke, a cluster of warning lights lit up on the dashboard and the car suddenly refused to go into reverse. Not exactly the development one hopes for in the middle of the mountains! I snapped a photo of the warning display and showed it to an AI assistant. It suggested a short sequence of steps. I followed them and—voilà—the car started working again. Without AI, the next move would likel
Sep 177 min read


SpaceX and the IPO Mania
This is an exciting moment for markets. U.S. equities are sitting at all‑time highs, powered by a very real, very palpable optimism about technology and the possibilities of tomorrow. Some of the brightest minds in the world are sketching out futures that sound like science fiction: data centers orbiting the earth, human colonies on Mars, and swarms of AI agents sophisticated enough to make us question our own relevance. Yet this same wave of technological optimism tends to
Jun 24 min read


White Falcon on Value Investing
The true philosophical and academic origin of value investing lies with Benjamin Graham, an investor and professor at Columbia Business School. "An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative." - Benjamin Graham Buffett was Graham's student at Columbia in the early 1950s and later worked for Graham's investment firm. In interviews, Buffett has rep
Nov 26, 20256 min read
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