

Originally published in November 2020. While a good title is no guarantee of a good book, it can act as a guide. Choosing a title is challenging. It is hard to find a memorable word or phrase that not only sums up a work of fiction but ideally enlarges it. The working...
The game of the name

Noma to close
Why it’s so hard to run a sustainable innovation-focused restaurant For over a decade, Noma in Copenhagen has been one of the standard bearers of the high-end culinary world. This ‘New Nordic’ restaurant made its reputation (and obtained its three Michelin...
Noma to close

Disney and Nelson: the dream team
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