What a Performance
Neshan Dias recalls a remarkable cricket match and an unforgettable chase led by Charuka.
Read the story ↗IDEAS & OBSERVATIONS
Technology, markets, society and the natural world. A place for experience, curiosity and considered perspectives.
Neshan Dias recalls a remarkable cricket match and an unforgettable chase led by Charuka.
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What the collapse and subsequent ownership changes of mining assets can teach investors about due diligence.
Read the story ↗A critical look at the tension between shareholder returns, executive incentives, employees and public trust.
Read the story ↗Why attractive premiums can conceal significant tail risk, and how to build a more resilient options process.
Read the story ↗Lessons from Australian corporate failures and the diversification benefits and limitations of index funds.
Read the story ↗A personal case study in short index calls, position adjustments and the true economics of rolling.
Read the story ↗How introduced species reshaped ecosystems, and why understanding that history matters for conservation today.
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Reflections from my 2022 visit to Macquarie Island on wildlife, exploitation, ecological recovery and the choices that shape our future.
Read the story ↗What Enron, WorldCom and Olympus reveal about financial reporting, accountability and the limits of investor confidence.
Read the story ↗IDEAS TO EXPLORE. CONVERSATIONS TO BEGIN.