

I wrote a post on global equities and discussed Bob Iger’s return to Walt Disney earlier this week. Coincidentally, I had lunch on Wednesday with an old friend who happens to be the savviest US equities investor I know in Dubai and we spent the better part of an...
Disney and Nelson: the dream team

Marinas
Originally published October 2022. Part 1: an introduction for investors. We’ve all heard the old axiom: if it floats or flies, rent don’t buy. So, how does one treat a marina with its innumerable floating components? Marinas are niche real estate assets...
Marinas

A rainy December day, long thoughts therein
I saw the phrase ‘friendship recession’ in a headline last week, which has a musical swing to it, but refers to growing social isolation, particularly among men, due to people working from home, avoiding crowded places, being reluctant joiners… And then I stopped...
A rainy December day, long thoughts therein

What to watch this winter
The top five films coming your way, according to this writer. The bricks and mortar cinema experience may be in terminal decline, particularly in the USA. Only a handful of established blockbuster franchises are able to pack theatres on opening night, and with the...
What to watch this winter

Fund management: relearning two inconvenient truths
Two inconvenient truths are fundamental to the relationship between fund investors and asset/fund managers in real estate investing. They are straightforward and well-understood, but they are problematic. When real estate investments are performing strongly, it...
Fund management: relearning two inconvenient truths