Musing on markets because there’s no better hobby.

Ex-sellside, ex-buyside, ex-startup founder, with a penchant for getting value trapped.

DM me for a free beer or coffee in Singapore.

Real Time Musings: https://x.com/TheLongHappy

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Musing on markets. Ex-sellside, ex-buyside, ex-startup with a penchant for getting value trapped.