May 2018 – Mental Models 4 Life

SJM Holdings: Hanging On or Cashing Out?

May 28, 2018

Back in Sep 2015, I wrote this article outlining the investment case for SJM Holdings. The story is simple: the Macau gaming revenue had more than halved by Sep 2015 from a peak in early 2014 because of the corruption crackdown in China, sending Macau gaming stocks crashing more than 70% in some cases; the long-term fundamentals … More SJM Holdings: Hanging On or Cashing Out?

Email Etiquette: A Considerate Use of Bcc

May 21, 2018

Blind carbon copy (bcc) in emails is one of those dangerous features that has significant potential to cause harm when used inappropriately, either by intention or by accident. There are actually not many good usage patterns for bcc, but one that is definitely good and quite under-utilised is its use in politely letting a person … More Email Etiquette: A Considerate Use of Bcc