What is the key development theme of the markets for 2016?

I Don't Know

2016 temporarily proves to be an interesting year in investment world.  After long holidays in the West, the first trading day (Jan 4th) happened to be particularly interesting.  After the event of executing Nimr, a Shitte leader in Arab Saudi, Iranian people were angry and attacked Arab Saudi’s Embassy in …

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Risk and Rare Events

Risk and Rare Events

Risk does not necessarily mean it will happen.  It means it has the probability to happen as a range of outcomes.  Because among those outcomes only one will materialize, people often forget and/or underestimate what might happen. We separate risk from uncertainty.  Uncertainty is measured by variance or standard deviation. …

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What is the most important thing to an investor?

Market Performance 2001-2014

In life, sometimes we go through a series of periods between lack information and too much information, thus our perspective and thinking are not correctly formed and clear to answer important questions.  When I started to work at Vietnam Investments Group (VIG), when joining any deals, we research everything possible about …

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Fedor Holz vs Upeshka De Silva on Day 5 WSOP 2015 major bluff

Fedor_Holz

Recently I come accross to this hand played by Fedor Holz and Upeshka De Silva on late-stage WSOP 2015 Main Event.  This is so good of a hand that is worth discussing. Here is the cut-out: The hand started at last level of Day 5 with blinds & ante of 20,000/40,000/5,000, …

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Entrepreneurs’ Risks

Hong and Tri in Entrepreneurs' Life

How much risk do start-up entrepreneurs take when they start? Take Ventures Capital.  A VC with USD 50M goes all around across countries and regions, see through 5,000-10,000 ideas within its first 4 years before settling with a portfolio of around 25-50 investees.  Per 10 deals, hopefully one will hit big. …

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5 key lessons I’ve learned in my half 20s: (5) Life Learning

Reflection Table

Actively growing up is a wonderful process.  Something just occurs miraculously and so naturally in your mind when you try to catch the reflections and lessons as time passes by.  I learn to cut the craps and live a much simpler life.  I see the why and the essential-whats beyond …

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5 key lessons I’ve learned in my half 20s: (4) Dealing with Uncertainty

First CJS Sales Mastery Event, early July 2014.  Most of the team and its close supporters.

What did it feel like when I decide to leave VI Group, a notable private equity house in Vietnam, to run my own start-up ventures on the end of raining November season of 2013?  After all of the exciting feelings of walking life my own way, I feel scary.  So …

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5 key lessons I’ve learned in my half 20s: (3) [Strategy] Position and Combination

Chess

At early afternoon in November 15th last year, I was in working room of my boss, LP, co-founder and MD of VI Group as well as my ultimate mentor in VI Group.  We were having a discussion about modelling the production scenarios for the factory’s new product.  We wanted to find …

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