In 2023 September 8-16 the two of us hiked one of Europe’s most beautiful hikes – Alta Via2 in Italian Dolomites. That’s a challenging, but rewarding trail spanning somewhere between 160 and 175 km. When we researched the trip, several […]
Will it make sense? I started this blog with the premise I would not care. The Evening I wanted to talk again. I knew this was due. I did not expect it …
This is an annual review of current portfolio positions. You can find a similar overview made last year here. Before 2022 H1 one might had thought 2021 tech rout was …
Another low-structure collection of recent thoughts about our seemingly ever complex world. This is supposed to be a stream of consciousness, despite staring at the title for minutes. Calling the shots Calling …
Discovered a remix of "Circle Song 6" by Bobby McFerrin this week, after swimming in Sunday's Youtube waters decided to listen to original. Then got auto-played this 52 minute long …
This could have easily been a twitter thread, but don't want this blog to become a ghost town completely. Furthermore: both companies mentioned in title had/have a deep negative impact …
Trekking and climbing in Nepal's Himalayas happens in one of two season openings: Spring (late March-May) and Autumn (October-November). We (2 guys) landed in Kathmandu on evening of 2022 April …
While public attention for past years had been on Nordstream2, Gazprom and former German chancellors (mine too), today I learned even more important facts, that in my opinion were the …
Similarly to Reliance Industries write-up, I'll try to abstain myself from going too deep. I think what Kaspi.kz is today is a testament of superb execution by management and continuous …
This is an annual review of current portfolio positions. You can find a similar overview made last year here. High growth side of portfolio has suffered a normalizing environment of …