Merlin Properties Stock Pitch
BUY recommendation on Iberia's largest REIT. Trading at 13% NAV discount with underappreciated data centre growth story.
BLOG
Thoughts on economics, data science, technology, and music
Reading Bayes' Theorem and Tom Chivers
Reflections on probabilistic thinking, Bayesian reasoning, and intellectual humility in inference.
Machine Learning in Finance
Exploring the intersection between quantitative finance, predictive modelling, and modern ML methods.
Macroeconomic Signals and Armenia
Policy signalling, emerging market risk, and macroeconomic narratives shaping investor perception.
Strumming some Covet
Quick snippet from Shibuya.