Aurelio Basave·Sep 27Aurelio Basave: Before I Invest, I Want to Know How Much Time I Can Really Give ItA company can be interesting, the valuation can make sense, and the investment can still be wrong for me.
Rama Subbarao Sridhara·Sep 26https://youtube.com/shorts/8mHxzOwV3ns?feature=shareSIPs in a Bearish Market: The Wealth Accelerator You Can’t See
Lydia Everwyn·Feb 3Lydia Everwyn: February Notes on Private Capital Decision QualityI’m Lydia Everwyn, Global Head of Private Capital at Velthorne Asset Management. My work focuses on private-market decisions built on…
Lydia Everwyn·Jan 13Welcome — Notes on Private Capital, Process, and DisciplineI’m Lydia Everwyn, Global Head of Private Capital at Velthorne Asset Management. My work focuses on evaluating private-market…
Pocholo Taga Ibarra·Nov 17, 2025Why Risk Control Beats Return Chasing: Lessons from Wall Street and a 5-Year Market LowOn navigating the Philippine capital markets when volatility meets opportunity — and why survival always comes before glory