
Decisions that we make are based on a fallacy of people being “rational”. The reality is altogether vastly different where an estimated 98% of all managers don’t make decisions! Making decisions under […]
Decisions that we make are based on a fallacy of people being “rational”. The reality is altogether vastly different where an estimated 98% of all managers don’t make decisions! Making decisions under […]
Intractable and Wicked Problems are coming for you and there is no escape. Look around us and see what the “heuristics” tell us. Computation Irreducibility – Mathematical & Computing unable to provided […]
BLUF (Bottom Line Upfront) – A whole new approach is necessary in theory and practise and in my opinion, what we are working on is based on #heuristics and #evolutionary thinking (Heuristic Computing […]
I was recently asked a question by my mentor saying, “there’s a lot of hype on what AI/ML/Deep learning can do and will do. I have two simple questions. What are these […]
I write this update after a while because my quant model based on fundamentals and #PredictablyIrrational behaviours has analytics to prove the contrary on investing, where over 99% of fund managers continue […]
Over the years I’ve presented why APPL was a terrific company to invest in using a model called a profit pool analysis. Upstream IP (Design) Midstream (outsourced to China) Downstream (Business model […]
Every company that was built around supplychain scale. How much MOQ & EOQ do we need to create economies of scale. How many trucks. How many pallets. This created a $700B logistics […]
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