A collection of notes on reducing waste, improving quality, continuous improvement, and other timeless lessons in management and operational processes from Toyota and Dr. Eliyahu Goldratt. This article will discuss some of the fundamental concepts behind the decisions made by Taiichi Ohno and Dr. Goldratt and some of the specific…

This was my reading journey for 2021. I read a wide variety of things in 2021. Below, I list down what I read along with some of my key takeaways and lessons learned. I intend to reflect on this at some future date. Reading goals/target Daily reading time for the year Average about 6 hours of reading a…

Annual letter for 2021 to our partners at Quyn Capital. “The successful investor is usually an individual who is inherently interested in business problems.” Philip Fisher Introduction This year marks the second year in which the Covid-19 pandemic continued to disrupt economies and livelihoods. …

An article on how a Sri Lankan stock market investor can apply a risk-averse long-term value investing approach when making an investment in the Sri Lankan stock market. Introduction “Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a burning match…

A collection of my notes on hiring great people, doing big things in business and sustaining a culture of meritocratic ownership by Jorge Paulo Lemann, Marcel Herrmann Telles, and Carlos Alberto Sicupira of 3G Capital. “.. Going on to our Brazilian friends, they are very smart, very focused, they are…

In a year like this, I reflected on the past and tried to take comfort in life's many vicissitudes. This is my journey in books for 2020. In my mind, 2020 qualifies as one of the most unprecedented, interesting, and insightful years of my life. From the reflections of the…

A letter to my partners over what has been an extraordinary year. “Yet if we confine our attention to American investment experience, there is some comfort to be gleaned from the last 57 years. Through all their vicissitudes and casualties, as earthshaking as they were unforeseen, it remained true that…

As Sri Lanka (and much of the rest of the world) completely halted its economy, I found it difficult to navigate between risk and the important but unknowable. What does it mean to deploy capital during these uncertain & unprecedented times? …